Due Diligence & Investment Oversight Analyst

Jobtome; Little Falls Township (MN); On-site; USD 110,000 - 160,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analyses of investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operational infrastructure, governance, and performance while coordinating with cross-functional teams across Investments, Product, Operations, Compliance, Technology, and Risk Management.

You will present findings to senior leadership and committees, drive continuous improvements, and help

Qualifications

• 3+ years evaluating investment products and asset classes (mutual funds, SMAs, alternatives, etc.)
• 2+ years presenting analyses to senior leadership, committees or stakeholders
• 2+ years leading or supporting process improvement and transformation
• 2+ years using investment research tools (Morningstar/Bloomberg)
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word)
• Background check for fingerprinted status per FINRA requirements

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings and recommendations to senior leadership and committees.
• Translate due diligence insights into actionable business outcomes with stakeholders.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.

Skills

Investment evaluation

Presenting to senior leadership

Process improvement

Cross-functional collaboration

Data visualization / analytics

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Microsoft Office (Excel, PowerPoint, Word)

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analyses of investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operational infrastructure, governance, and performance while coordinating with cross-functional teams across Investments, Product, Operations, Compliance, Technology, and Risk Management.

You will present findings to senior leadership and committees, drive continuous improvements, and help