Investment Operations Consultant

Responsibilities

• Support the efficient implementation, monitoring, and servicing of client investment portfolios
• Ensure timely and accurate trade processing, including order entry, allocation, and post-trade reconciliation
• Coordinate with custodians and trading platforms to achieve efficient execution and resolve trade-related issues
• Monitor trade activity to ensure alignment with investment models, client restrictions, and regulatory requirement
• Monitor portfolios for data integrity (e.g., cost basis, holdings accuracy, model alignment) and proactively resolve discrepancies
• Identify and escalation trade errors, operational risks, and process gaps; contribute to remediation efforts
• Support continuous improvement of workflows, automation, and scalability across portfolio operations
• Contributing to the growth of the Mass Mutual Private Wealth business by identifying opportunities to improve operational efficiency, scalability, and accuracy.

• Bachelor's degree
• 2+ years experience in investment operations, trading, or portfolio implementation
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
• Experience in wealth management or client portfolio management environments
• Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows
• Series 66 and/or Series 7 at time of application
• Exceptional analytical, problem solving, and communication skills.