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Analyst - Institutional Client Group

Date Posted: Jun 16, 2021

Location: Whippany, NJ, US, 7981

Company: MetLife

Role Value Proposition: 

Our Investments BA Analyst program is tailored to meet the business needs of each department and to develop the skills and investment acumen of each incoming class. Lean investment teams offer analysts the opportunity to make a meaningful impact while being trained by seasoned investment professionals. Analysts benefit from on-the-job training, online development tools and a culture that encourages continuing education. Upon completion of the three-year program, high performing analysts who have demonstrated leadership potential and fit within our company’s culture may have the opportunity for longer-term employment.


MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world with over $650 billion in combined managed assets.  The enterprise has more than 900 dedicated professionals with extensive experience and expertise across public and private fixed income and private assets, including real estate.  Visit us at to learn more.


The Institutional Client Group is responsible for driving the firm’s strategy and business development efforts with institutional investors, globally.  As an Analyst, the candidate will work in close partnership with ICG team members, investment professionals and other key stakeholders in a range of responsibilities related to growing the client business.  This includes maintaining and enhancing a CRM system, sourcing prospective investors, researching competitor products, summarizing large datasets, assisting with various business strategy initiatives, coordinating client/prospect meeting logistics, and working with internal functional groups to facilitate responses to client/prospect inquires.


Key Responsibilities:  

  • Summarize large data sets to extract and present meaningful observations, insights, and trends.
  • Maintain client/prospect database including upkeep of prospect company and contact info, entry of meeting notes, tracking of opportunities, etc. by leveraging Salesforce functionality.
  • Assist with the coordination of meetings, calls and other sales activities including logistics, presentation materials, and follow ups.
  • Liaise with investment, finance and research teams to collect information needed for investor requests.
  • Prepare briefing notes to educate relationship managers and investment professionals in advance of prospective and current client meetings.
  • Utilize industry databases and websites to extract meaningful financial data.
  • Actively maintain intel on the institutional market including recent news, major developments, and potential regulatory changes.
  • Research and share knowledge of competitive products and industry trends and their potential impact on MIM’s strategies.


Essential Business Experience and Technical Skills:


  • Candidates must be recent graduates or enrolled in/actively pursuing a graduate degree in finance, economics, marketing or a related area.
  • Thorough analytical skills with the ability to creatively present data in new ways.
  • Excellent written and oral communication skills.
  • Highly motivated team player with a collaborative mindset and strong interest in building a business in a complex and performance-oriented environment.
  • Extensive knowledge of Microsoft Office (Word, Excel, PowerPoint).



  • Bachelor’s degree.
  • Investment management industry experience with public fixed income, real estate and/or private capital product knowledge.
  • Familiarity with Salesforce.


Business Category



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At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.


MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $659.6 billion of total assets under management as of December 31, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies.   


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.  Visit us at to learn more about our brand, history, and values. 


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to or call our Employee Relations Department at 1-877-843-3711.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to 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.


MetLife maintains a drug-free workplace.


Requisition #: 117359