DPI Investment Analyst
DPI Investment AnalystBoston, Massachusetts Investment Management Job ID R14269
This Investment Analyst role will be responsible for the evaluation, diligence, and on-going monitoring of MassMutual Investment Management’s portfolio of direct private investments, including private debt. The Direct Private Investments (“DPI”) team currently sits within MassMutual Investment Management’s Alternative Investments group. The DPI team is expected to transition to MassMutual’s global investment manager subsidiary, Barings, over the next six months approximately. DPI originates customized, proprietary senior secured loans to major investment organizations across a wide range of asset classes. The DPI team has originated over $35 billion in private investments over the last six years. These loans are highly negotiated and often involve complex structuring across various global jurisdictions.
The team is small, close-knit, and highly collaborative. This role will be a critical full-time member of the team. Team members are motivated by a shared goal to originate attractive investment opportunities for MassMutual’s GIA. The Investment Analyst will support all aspects of the Direct Private Investments platform, including working closely with portfolio managers, investment directors, structuring leads, and other team members.
The Investment Analyst will support the structuring, underwriting, approval, closing, and ongoing monitoring of complex transactions that generate attractive risk-adjusted returns for MassMutual’s GIA while addressing the unique financing needs of our partners, who are typically world-class alternative investment managers or specialty finance companies.
The Minimum Qualifications
1+ years of relevant experience in: investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience
The Ideal Qualifications
Professional experience working on complex negotiated transactions
Candidate should have a working understanding of various asset classes across the alternative investment landscape
Passion in finance / investments, with a strong understanding of accounting principles
Comfortable working with concepts of leverage in a corporate debt context (e.g., Debt / EBITDA) and concepts of leverage in a real estate debt context (e.g., LTV, DSCR, Debt Yield)
Candidate should have, at a minimum, a broad understanding of the roles, responsibilities and motivations of the primary participants in the investment management ecosystem
Strong communication skills, both written and oral
Attention to detail
Ability to multitask and deliver work products on short timeframes
Strong analytical and problem solving skill set
Ability to work closely with portfolio managers and senior management
Excellent communication and interpersonal skills to succeed in a fast-paced, team environment
Proficiency in Microsoft Office (Excel, Power Point and Word)
Strong computer skills including experience with financial applications
Ability and openness to understanding operational, accounting, and legal aspects of investments
What to Expect as Part of MassMutual and the Team
Regular meetings with the Direct Private Investments (“DPI”) team
Focused one-on-one meetings with your manager
Access to mentorship and other training opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
We’ve been around since 1851. During our history, we’ve helped millions of people find financial freedom, offer financial protection, and plan for the future.
Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. MassMutual is guided by a single purpose: 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.
MassMutual was recognized as an Ethisphere 2020 World’s Most Ethical Company, a Top Place to Work in 2020 according to The Boston Globe and named among America’s Best Employers for Diversity according to Forbes 2020.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.