Investment Operations Consultant
$67,400–$88,400 year
Hybrid · Boston, Massachusetts, United States or Springfield, Massachusetts, United States
Job Summary
Investment Operations Consultant to support the efficient implementation, monitoring, and servicing of client investment portfolios within MassMutual Private Wealth Custom Portfolio Solutions. The role involves ensuring timely and accurate trade processing (order entry, allocation, post-trade reconciliation), coordinating with custodians and trading platforms to achieve efficient execution, monitoring trade activity for model alignment and regulatory compliance, maintaining data integrity (cost basis, holdings, model alignment), identifying and escalating trade errors and operational risks, and contributing to continuous improvement of workflows, automation, and scalability across portfolio operations. Ideal candidates will have a Bachelor’s degree, 2+ years in investment operations or portfolio implementation, familiarity with best execution principles, and Series 66 and/or Series 7 credentials, along with strong analytical, problem-solving, and communication skills.
Required Qualifications
- Bachelor's degree
- 2+ years experience in investment operations, trading, or portfolio implementation
- Series 66 and/or Series 7 at time of application
- Fingerprint/background check per FINRA requirements
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