Head of GIA Investment Measurement and Analytics

Overview

Head of GIA Investment Performance Measurement and Analytics — Investment Management — Full-Time

Location:

New York, NY;
Boston, MA; or Springfield, MA

The Opportunity:

Mass Mutual Investment Management (IM) seeks a seasoned investment management and operations professional to lead the investment performance function for Mass Mutual’s General Investment Account (GIA). This role reports to the Head of Manager Oversight and will drive the design and execution of performance measurement, attribution, and reporting programs for internal and external stakeholders.

• Design and oversee models, policies, and procedures for a best-in-class performance and attribution reporting function.
• Drive strategy and execution of investment performance measurement, attribution, and reporting programs for Mass Mutual’s Board, CIO, and other key stakeholders.
• Shape market commentary and attribution narratives for internal and external stakeholders, including affiliate managers and GPs.
• Collaborate with teams supporting product profitability analysis and PMs managing ALM and capital allocation decisions to complete the feedback loop in performance space.

The Manager Oversight team is part of IM’s Strategy and Governance organization, reporting to Mass Mutual’s CIO. The team oversees IM’s asset manager relationships and functions, including manager operational due diligence, investment mandate onboarding and lifecycle management, and investment performance. Adjacent teams handle business strategy and planning, vendor oversight, investment compliance, and investment reporting for Mass Mutual’s Board & Investment Committee.

Lead Mass Mutual’s investment performance measurement, attribution, and reporting for a $250B+ General Investment Account (GIA). You will help influence, design, and implement a state-of-the-art performance measurement and attribution capability. This senior leadership role requires strategic planning, influence, executive visibility, and the opportunity to transform performance analytics and attribution for a prestigious insurance company.

• Evolve existing practices and methodologies to present performance across products, asset classes, and instruments using industry best practices.
• Lead strategic platform rationalization and evaluate performance engines to enhance analytics.
• Provide technical expertise in portfolio management, finance, capital markets, and performance reporting, guiding decisions to align with market standards.
• Contribute to portfolio reporting and attribution across asset classes and investment strategies, ensuring liability-driven investment (LDI) strategies and ALM models are accurately derived and validated.
• Collaborate with portfolio managers and lead teams to align functions, simplifying income and return objectives under liability constraints while maintaining reporting precision.
• Manage the evolution of the program to maximize total-portfolio view and coverage for GIA reporting, expanding capabilities for the investment team.
• Develop a long-term roadmap to unlock value and ROI for the Performance program, including performance monitoring as a compensating control for financial reporting.
• Drive reporting standards for leadership and Board materials, framing investment successes, market impacts, and risk-adjusted performance drivers.
• Assist in designing data integration between IBOR/ABOR systems and performance engines to optimize data validation, reporting efficiency, and portfolio transparency.
• Lead initiatives to align performance reporting with insurance industry practices, NAIC classifications, and risk-based capital requirements, ensuring compliance and strategic flexibility.
• Serve as a trusted advisor to the CIO and Senior Leadership Team, influencing investment strategy communication and Board-level reporting.

• Bachelor’s degree in STEM, Finance-Accounting, Actuarial Science, or related field.
• 10+ years in investment management with progressive experience in performance measurement, attribution, and reporting.
• 5+ years in leading teams or investment strategy and decision-making for an asset…