Investment Due Diligence and Process Lead

Jobtome; Mineola (IA); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings and help evolve the firm’s due diligence framework. You will oversee managers and external providers while identifying opportunities to enhance processes, reporting, and technology across the due diligence function.

You will partner with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable business outcomes and drive

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or stakeholders.
• 2+ years leading or supporting process improvement or transformation.
• 2+ years using investment research tools (Morningstar, Bloomberg).
• 2+ years using Microsoft Office (Excel, PowerPoint, Word).
• Must pass non-registered fingerprint background check per FINRA.

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 to senior leadership and stakeholders.
• Translate due diligence insights into actionable business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology.

Skills

Investment analysis

Process improvement

Data visualization

Communication

Change management

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings and help evolve the firm’s due diligence framework. You will oversee managers and external providers while identifying opportunities to enhance processes, reporting, and technology across the due diligence function.

You will partner with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable business outcomes and drive