Perform data sourcing, cleansing, analysis, and automation to produce KPI reporting and interactive dashboards. Support stakeholders with ad hoc analyses, present insights and recommendations, provide BI platform user support, and collaborate to improve and automate reporting processes across Wealth Management.
Business Analytics Consultant
Wealth Management Investment Strategy and Execution Data
Full-time, Boston or Springfield, MA
The Opportunity
As a Business Analytics Consultant, you will apply your data and analytics expertise to support MassMutual's growing Wealth Management organization. In this role, you will source and analyze critical data, define key business metrics, and deliver actionable reporting and insights to business partners. Like all roles at MassMutual, this position requires accountability, agility, inclusiveness, sound business judgment, and the ability to navigate complex situations with confidence. We also value strong communication skills, attention to detail, initiative, resilience, and self-awareness.
The Team
This role is part of the Wealth Management Investment Strategy and Execution Data team, which provides reporting and analytics support for MassMutual's Private Wealth organization. The team serves as the business owner for many shared reports and partners closely with operations, regional sales, compliance, and asset management teams. While each team member has defined areas of responsibility, collaboration across projects is central to how we work. Together, we deliver critical data, reporting, and analytics capabilities that support the Wealth Management business line. We are committed to building a diverse and inclusive team, aligning priorities with key markets and distribution channels, and fostering strong partnerships grounded in transparency and accountability.
The Impact
As a Business Analytics Consultant, your responsibilities will include:
The Minimum Qualifications
The Ideal Qualifications
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact. In this role, you can expect:
#LI-JF1
MassMutual 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.
Salary Range: $102,500-$134,500
Wealth Management Investment Strategy and Execution Data
Full-time, Boston or Springfield, MA
The Opportunity
As a Business Analytics Consultant, you will apply your data and analytics expertise to support MassMutual's growing Wealth Management organization. In this role, you will source and analyze critical data, define key business metrics, and deliver actionable reporting and insights to business partners. Like all roles at MassMutual, this position requires accountability, agility, inclusiveness, sound business judgment, and the ability to navigate complex situations with confidence. We also value strong communication skills, attention to detail, initiative, resilience, and self-awareness.
The Team
This role is part of the Wealth Management Investment Strategy and Execution Data team, which provides reporting and analytics support for MassMutual's Private Wealth organization. The team serves as the business owner for many shared reports and partners closely with operations, regional sales, compliance, and asset management teams. While each team member has defined areas of responsibility, collaboration across projects is central to how we work. Together, we deliver critical data, reporting, and analytics capabilities that support the Wealth Management business line. We are committed to building a diverse and inclusive team, aligning priorities with key markets and distribution channels, and fostering strong partnerships grounded in transparency and accountability.
The Impact
As a Business Analytics Consultant, your responsibilities will include:
- Collect, organize, analyze, and distribute large volumes of information with a high degree of accuracy and attention to detail.
- Manage & automate data processes across multiple sources and understand the relationships among key data elements
- Perform data exploration and analysis using tools such as Alteryx, Alteryx Server, Tableau, Microsoft Office, and related platforms.
- Provide reporting support to MassMutual home office and field partners through KPI reporting, policy notifications, and interactive dashboards.
- Conduct ad hoc analyses across areas such as product performance, customer and advisor criteria, compensation programs, and Sales & AUM KPIs.
- Present findings and recommendations to management based on research, analysis, and business insights.
- Partner with team members to develop and deliver complex reports and analyses.
- Apply business and technical expertise to improve and automate reporting processes.
- Provide technical support to Business Intelligence platform users by helping them access data and create custom reports.
- Build and maintain strong relationships with internal and external business partners to support data sourcing and reporting needs.
The Minimum Qualifications
- Bachelor's degree or 5+ years of experience in the financial services or broker-dealer industry.
- 3+ years of experience in a reporting and/or analytics role.
- 1+ years of experience with data workflow tools such as Alteryx, MicroStrategy, or Tableau Prep.
- Due to the nature of the position, as part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA.
The Ideal Qualifications
- Bachelor's degree in a related field such as Finance, Mathematics, Business, Economics, Statistics, Computer Science, or Information Technology.
- 5+ years of experience in a reporting and/or analytics role.
- 3+ years of experience in the broker-dealer and/or financial services industry.
- 3+ years of experience using data workflow and business intelligence tools to blend data, develop reports, and deliver analytics.
- 1+ year of experience using SQL and Python.
- Strong written and verbal communication skills.
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact. In this role, you can expect:
- Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes.
- A collaborative environment where diverse perspectives are welcomed and valued.
- Access to learning, development, and internal networks that support continuous growth and skill-building.
- Employee-led communities and forums that foster connection, learning, and inclusion across the organization.
- A culture grounded in integrity, responsibility, and stewardship, supported by a company with a strong legacy and a future-focused mindset.
#LI-JF1
MassMutual 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.
Salary Range: $102,500-$134,500
MassMutual New York, New York, USA Office

Our New York office acts as a hub for our Enterprise Technology and Experience, Platform Operations, and Flourish teams in addition to other groups.
Similar Jobs at MassMutual
Big Data • Fintech • Information Technology • Insurance • Financial Services
Lead expense accounting operations including month-end close, journal entry review, reconciliations, and internal controls. Oversee subsidiary, fixed asset, and lease accounting, partner with cross-functional teams and auditors, and drive process improvement and automation while managing and developing a blended onshore/offshore team.
Top Skills:
AlteryxExcelPower BIPower QuerySap R3Sap S/4HanaSQLWorkflow Automation Solutions
Big Data • Fintech • Information Technology • Insurance • Financial Services
Lead insurance accounting and controllership for Institutional Solutions, overseeing month-end close, financial reporting, internal controls, outsourced partners, accounting policy implementation, and cross-functional partnerships. Provide analysis, present results to senior leadership, drive process improvements, and support new product readiness and GAAP/statutory guidance adoption.
Top Skills:
Naic Statutory AccountingU.S. Gaap
Big Data • Fintech • Information Technology • Insurance • Financial Services
Lead investment accounting for alternative investments within Investment Controllership. Support monthly/quarterly/annual close, implement a new ledger, drive process improvements, analyze investment accounting guidance, partner with Investment Management, and strengthen controls and reporting across the enterprise.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory


