Due Diligence & Investment Oversight Analyst

Jobtome; Woodside (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to conduct in-depth analysis of investment offerings and oversee manager oversight. You will help evolve the due diligence framework, improve processes, and enhance reporting and technology utilization across the function.

You will engage with senior leadership, collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management, and shape the future of the Investment Oversight program.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or key stakeholders.
• 2+ years leading or supporting process improvement.
• 2+ years using investment research tools (Morningstar, Bloomberg, or similar).
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Must pass fingerprint background check to qualify as fingerprinted person under FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions and risk management.
• Monitor and oversee investment managers and external service providers to ensure alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Collaborate with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Lead or support initiatives to improve scalability, operational effectiveness, and oversight capabilities; challenge practices and establish best practices.

Skills

Analytical skills

Problem-solving

Communication skills

Intellectual curiosity

Influence stakeholders

Change agent

Education

Bachelor's Degree

CFA or currently pursuing

Tools

Morningstar

Bloomberg

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

MassMutual seeks a Due Diligence Consultant to conduct in-depth analysis of investment offerings and oversee manager oversight. You will help evolve the due diligence framework, improve processes, and enhance reporting and technology utilization across the function.

You will engage with senior leadership, collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management, and shape the future of the Investment Oversight program.