Due Diligence & Investment Oversight Analyst

Jobtome; Waldwick (NJ); On-site; USD 120,000 - 165,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analysis of investment offerings and to evolve the firm’s framework. You will review managers' governance, processes, and performance, and support cross-functional initiatives to improve reporting, technology, and efficiency.

You will present findings to senior leadership, partner with Investments, Operations, Compliance, Technology, and Risk Management, and help translate insights into scalable

Qualifications

• Bachelor's Degree required for the role and 3+ years evaluating investment products.
• 2+ years presenting analyses, findings, and recommendations to senior leadership or committees.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools such as Morningstar or Bloomberg.
• 2+ years of Microsoft Office applications (Excel, PowerPoint, Word).
• Ability to pass a non-registered fingerprint background check 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.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Lead or support initiatives that improve scalability and operational effectiveness.

Skills

Investment analysis

Process improvement

Stakeholder communication

Cross-functional collaboration

Analytical thinking

Problem solving

Education

Bachelor's Degree

CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analysis of investment offerings and to evolve the firm’s framework. You will review managers' governance, processes, and performance, and support cross-functional initiatives to improve reporting, technology, and efficiency.

You will present findings to senior leadership, partner with Investments, Operations, Compliance, Technology, and Risk Management, and help translate insights into scalable