MetLife Sr. Investment Planning & Analysis Consultant - Brighthouse Financial in Morristown, New Jersey

Brighthouse Financial is a new company established by MetLife. We’re on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what they’ve earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

Role Value Proposition:

The Sr. Investment Planning & Analysis Consultant is responsible for providing support and counsel to the Investments department in a broad array of areas. Key responsibilities will be to lead a small team to organize and prepare data and reporting materials with accuracy, meet deadlines, anticipate questions, and prepare the leadership team for various events, including: Executive Group meetings, Investment Committee meetings, Dedicated Business Reviews, quarterly earnings calls, rating agency reviews and regulatory responses. A multi-faceted and dynamic role, the position requires an experienced, dedicated professional who can lead and manage with effectiveness and efficiency and has a strong working knowledge of investments, data and business process. The candidate will be expected to work closely with the Finance team to understand and report on matters such as Net Investment Income (NII).

Key Responsibilities:

  • Organize and prepare materials for various events, including: Executive Group meetings, Investment Committee, Board of Director Reporting, Dedicated Business Reviews, quarterly earnings calls, rating agency reviews and regulatory requests

  • Partner with Finance to create an effective and automated NII projection process

  • Contribute to the development of the investment plan

  • Lead the annual budget planning process

  • Lead development of Financial Stress Process

  • Lead Reporting & Analytics team across Investments

  • Create Sensitivity Analysis model on impact to RBC due to change in Invested Assets

  • Maintain a high degree of awareness/knowledge of current economic and investment activities to anticipate potential investment issues

  • Monitor calendars and events to anticipate requirements of the CIO

  • Manage CIO speaking engagements, including coordination of materials

  • Cultivate and nurture relationships across the Enterprise

  • Maintain confidentiality of information and materials

  • Respond to ad hoc requests in a timely manner

Essential Business Experience and Technical Skills:

  • Excellent oral and written communication skills – the ability to convey a broad array of information succinctly and accurately

  • Strong Investment background

  • Excellent organization, planning and time management skills and the ability to multitask.

  • Excellent interpersonal and negotiation skills

  • Ability to interface with all levels of management

  • Flexibility and the ability to adapt to change in a dynamic environment

  • Excellent analytical skills and investment and business acumen

  • Strong accounting and analysis background

  • Strong project management skills with high level attention to detail

  • Excellent Microsoft Office skills



Business Category

Investment Operations

Number of Openings


Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

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Brighthouse Financial is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation in order to complete an employment application, please contact our Employee Relations Department at 1-866-635-9230 or email . All other unrelated inquires will not be acknowledged.