Investment FP&A Analytics Lead Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions. Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions. You will operate at the intersection of FP&A, Finance, Investment Management, and the Business , owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions. You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood across the enterprise. The team brings together expertise in financial planning, investment analysis, and insurance economics to deliver forward-looking insights rather than retrospective reporting. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We are a collaborative and intellectually curious group that values strong judgment, thoughtful challenge, and clear communication. The team partners closely with Investment Management, Corporate Finance, Treasury, and Business leaders to connect financial outcomes with strategic decisions. As the team evolves, we are building a culture grounded in ownership, continuous learning, and a shared commitment to raising the bar on insight quality and business impact. The Impact Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves The Minimum Qualifications 10+ years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences The Ideal Qualifications Experience working in or closely with investment management, ALM, or insurance product Pricing areas Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments Track record of influencing stakeholders and contributing to decision-making beyond immediate scope Experience developing others and contributing to team capability building What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. 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 perspectives are welcomed   Access to learning, development, and internal networks that support continuous growth and skill-building over time  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-LC1 Salary Range: $163,900-$215,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. 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. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance. At MassMutual, we’re passionate about helping people secure their future and protect the ones they love. A career with us means you’ll help our customers protect what matters most. It also means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what makes MassMutual a strong, stable and ethical business. We invite you to explore the possibilities. At MassMutual, we believe in the value of being together in our offices and in personal flexibility. Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs. MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members, policyowners and customers, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts. At MassMutual, we Live Mutual. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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