Due Diligence Strategist & Process Optimizer

Jobtome; Madison (WI); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing evaluations of investment offerings and oversee manager performance. You will contribute to evolving the due diligence framework, identify efficiency opportunities, and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management.

The role emphasizes analytical thinking, problem solving, and communication as you translate insights into actionable business outcomes and support

Formación

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes (e.g., mutual funds, SMAs, alternatives, variable annuities).
• 2+ years presenting analyses 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 using Microsoft Office applications (Excel, PowerPoint, Word).

Responsabilidades

• Conduct due diligence analyses of investment offerings and provider capabilities.
• Communicate findings and recommendations to senior leadership and committees.
• Identify, design, and implement improvements to processes, reporting, and technology that enhance efficiency.
• Collaborate with cross-functional teams to support governance and oversight of investments.

Conocimientos

Analytical skills

Communication skills

Problem solving

Educación

Bachelor's Degree

CFA (pursuing)

Herramientas

Morningstar

Bloomberg

Excel

PowerPoint

Word

Descripción del empleo

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing evaluations of investment offerings and oversee manager performance. You will contribute to evolving the due diligence framework, identify efficiency opportunities, and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management.

The role emphasizes analytical thinking, problem solving, and communication as you translate insights into actionable business outcomes and support