Client Portfolio Manager Jobs in Amherst, MA (NOW HIRING)

Portfolio Manager
Model Portfolios Team
Full-Time
Springfield, MA or Boston ,MA
The Opportunity
MassMutual's Model Portfolios team is seeking an experienced research analyst or Portfolio manager to help manage and drive the continued growth and evolution of our model portfolio business. This role combines investment management, portfolio construction, research, advisor engagement, and business development support within one of the firm's strategic growth initiatives.
As a Portfolio Manager, you will play a key role in the management, maintenance, development, and oversight of multi-asset mutual fund and ETF portfolios utilized across the MassMutual advisor distribution channels. You will partner closely with Custom Portfolio Solutions, Investment Research, Product, Distribution, Compliance, Operations, and Technology teams to deliver high-quality portfolio solutions that meet client objectives while supporting business growth.
The ideal candidate will possess deep investment expertise, strong analytical skills, excellent written and verbal communication abilities, and experience presenting investment recommendations to both internal and external audiences.
The Team
The Model Portfolios team manages, designs, and oversees ongoing implementation of discretionary model portfolio solutions serving MassMutual financial advisors and their clients. The team works collaboratively with the Custom Portfolio Solutions, Investment Research, Product, Distribution, Compliance, Operations, and Technology organizations to deliver scalable investment solutions and advisor support. We operate in a highly collaborative environment focused on innovation, investment excellence, and delivering strong client outcomes.
The Impact
In this role, you will play a critical role in shaping investment outcomes for advisors and clients by managing model portfolios, evaluating investment opportunities, and providing data-driven recommendations. Through portfolio construction, manager due diligence, risk monitoring, and market analysis, you will help deliver sophisticated investment solutions that support client goals, enhance advisor confidence, and drive strategic business growth. Working across teams and stakeholders, you will influence investment decisions, strengthen portfolio offerings, and contribute to a disciplined, client-focused investment process.
Key responsibilities include, but are not limited to:

• Manage and oversee multi-asset model portfolios, including asset allocation, manager selection, portfolio construction, and ongoing monitoring.
• Conduct investment due diligence on mutual funds, ETFs, separate accounts, liquid alternatives, and other investment vehicles.
• Develop and present portfolio recommendations, trade rationale, and investment commentary to advisors, clients, and internal committees and stakeholders.
• Support ongoing model portfolio maintenance, rebalancing activities, and implementation of approved investment changes.
• Create advisor- and-client-facing investment content, including market commentary, portfolio trade updates, and presentations.
• Collaborate with cross-functional teams to support product enhancements, business initiatives, advisor transitions, and strategic growth opportunities.
• Monitor portfolio performance, risk characteristics, style exposures, and capital market developments to identify investment opportunities and risks.
• Contribute to the development of portfolio analytics, due diligence frameworks, and investment decision-making processes.

The Minimum Qualifications

• Bachelor's degree
• 5+ years of experience in investment management, portfolio management, investment research, asset allocation, or related investment roles.
• 3+ years of experience conducting investment manager, mutual fund, ETF, or investment vehicle due diligence.
• 3+ years of experience analyzing mutual funds, ETFs, separately managed accounts, model portfolios, or multi-asset investment strategies.
• 3+ years of experience utilizing quantitative analysis, performance attribution, risk metrics, portfolio analytics, or investment research methodologies to support investment recommendations.
• 3+ years of experience partnering with cross-functional stakeholders across investment, distribution, operations, product, compliance, or risk functions.
• FINRA Series 7 and Series 66 at time of application or must obtain within 180 days.

The Ideal Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• CFA Charterholder or CFA candidate, MBA, or an equivalent advanced degree or designation (e.g., MS, FRM, CAIA, etc.)
• 7+ years of portfolio management or investment research experience.
• Experience supporting model portfolios, managed accounts, OCIO, UMA, or wealth management investment platforms.
• Knowledge of alternative investments, liquid alternatives, private markets, and institutional investment strategies.
• Experience presenting investment recommendations to advisors, clients, and investment committees or senior leadership teams.
• Familiarity with Morningstar Direct, FactSet, Bloomberg, Envestnet, and portfolio analytics platforms.
• Strong written communication skills with experience developing market commentary, portfolio updates, and advisor education materials.
• Demonstrated ability to work effectively across investment, distribution, operations, compliance, and product teams.

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

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Salary Range:
$148,300-$194,600
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.