Capital Transaction Analyst
Listed on 2026-06-18
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Consultant, Risk Manager/Analyst
The Opportunity
Full-Time
Location
:
Boston, MA or Springfield, MA, or New York, NY
As the Capital Transaction Analyst, you will work in a fast-paced, innovative and collaborative environment analyzing and executing strategic transactions benefit ting the long-term financial strength and flexibility of Mass Mutual. This individual contributor role will report directly to the Head of Capital Transaction Analysis within Mass Mutual’s Treasury organization and will have the opportunity to:
- Collaborate across multiple teams including Corporate Development, Investment Management, Financial Planning & Analysis, and Enterprise Risk Management on key finance initiatives
- Perform financial analysis on strategic transaction opportunities and formulate recommendations to optimize financial outcomes
- Maintain and enhance the team’s analytical toolkit used to assess capital and financing implications, opportunities, and trade-offs across regulatory, rating agency, accounting, and economic frameworks
- Monitor performance and allocation of Mass Mutual’s corporate investment account and seed capital investments, including liquidity, investment allocation, and returns, against expectations and investment guidelines
The Capital Transaction Analyst is a member of the Treasury Organization, a dynamic team focused on:
- Balancing maximizing value for policyholders with maintaining a strong financial position
- Developing strategies to manage regulatory capital, operating liquidity, financial ratings and earnings
- Ideating and executing balance sheet management transactions, while consulting on M&A activity, reinsurance opportunities, and strategic investments
As the Capital Transaction Analyst, you will contribute to reporting and analytics around the use and consumption of scarce resources and deliver analysis to inform strategic decision-making:
- Provide valuable insights to the broader Treasury team, business partners, and senior leaders on use of surplus assets and potential capital optimization opportunities
- Enable senior leaders to make informed decisions supported by robust financial analysis
- Minimize time spent on production and data manipulation by transforming modeling, analytic, and reporting capabilities and implementing automation and technology where possible
- Contribute to a collaborative team culture; proactively highlight ways to improve the experience for yourself and other members of the team
Minimum Qualifications
- Bachelor's degree
- 2+ years of progressive experience in actuarial analysis, financial planning and analysis, corporate development, management consulting, investment management, or enterprise risk management
- 1+ years of experience performing financial analysis or financial optimization
- 5+ years of progressive experience or obtainment of an ASA or CFA credential
- Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance
- Understanding of investments and/or asset-liability management
- Knowledge of statutory, rating agency, and/or economic capital frameworks
- Knowledge of US GAAP and statutory accounting
- Strong multi-tasking skills and ability to adapt to change
- Detail-oriented with demonstrated oral and written communication skills
- Intellectual curiosity to continue learning and adding breadth and depth to understanding
- Regular meetings with the Treasury team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to diverse Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits
Mass Mutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents:
For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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