Investment Due Diligence Lead

Jobtome; Howell Township (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to perform rigorous initial and ongoing analysis of investment offerings and manager oversight. You will help evolve the due diligence framework, improve processes, and leverage technology to drive efficiency across the function.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable business outcomes.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes such as mutual funds, SMAs, alternatives, or similar vehicles.
• 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 like Morningstar or Bloomberg.
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Must pass non-registered fingerprint background check per FINRA requirements.

Responsibilities

• Conduct initial and ongoing due diligence of investment offerings and oversight of managers and external service providers.
• Identify opportunities to enhance processes, reporting, technology utilization, and efficiency across the due diligence function.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable business outcomes.
• Lead or support initiatives to improve scalability, controls, and technology-enabled solutions within Investment Oversight.

Skills

Investment analysis

Communication

Problem solving

Process improvement

Stakeholder influence

Data visualization

Analytical thinking

Due diligence

Cross-functional collaboration

Change management

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Excel

Job description

MassMutual is seeking a Due Diligence Consultant to perform rigorous initial and ongoing analysis of investment offerings and manager oversight. You will help evolve the due diligence framework, improve processes, and leverage technology to drive efficiency across the function.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable business outcomes.