Investment Due Diligence Lead

Jobtome; Oklahoma; On-site; USD 95,000 - 130,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings and oversee managers while evolving the due diligence framework. The role offers exposure to investment leadership and cross-functional partners, with opportunities to improve processes, reporting, and technology across the due diligence function.

You will collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to deliver insights and drive scalable

Qualifications

• 3+ years evaluating investment products and assets.
• 2+ years presenting analyses to senior leadership, committees, or other key stakeholders.
• 2+ years leading or supporting process improvement, business transformation or operational change.
• 2+ years using investment research tools and databases (e.g., Morningstar, Bloomberg).
• 2+ years using Microsoft Office (Excel, PowerPoint, Word).
• Must pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions and effective risk management.
• Monitor and oversee investment managers and external service providers to ensure alignment with business objectives and oversight standards.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations.
• Partner with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• As a change agent, challenge existing practices and help establish best practices across the Investment Oversight function.

Skills

Investment analysis

Senior leadership communication

Process improvement

Data visualization

Problem solving

Cross-functional collaboration

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings and oversee managers while evolving the due diligence framework. The role offers exposure to investment leadership and cross-functional partners, with opportunities to improve processes, reporting, and technology across the due diligence function.

You will collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to deliver insights and drive scalable