Investment Due Diligence Lead & Process Innovator

Jobtome; Roslyn (SD); On-site; USD 120,000 - 160,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to perform rigorous analysis of investment offerings and oversee manager oversight while advancing the firm’s due diligence framework. You will help identify opportunities to improve processes, reporting, and technology used across the function and collaborate with investment leadership, product, operations, compliance, and risk teams.

The role provides exposure to investment leadership and strategic initiatives, with a focus on building scalable

Qualifications

• Bachelor's Degree required.
• 3+ years of experience evaluating investment products and asset classes.
• 2+ years presenting analyses, findings, and recommendations 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 such as Morningstar, Bloomberg, or similar.
• 2+ years using Microsoft Office applications, including Excel, PowerPoint, and Word.
• Must pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Responsibilities

• Conduct initial and ongoing due diligence on investment offerings and related frameworks.
• Evaluate managers' operational infrastructure, governance, philosophy, processes, resources, and performance.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Communicate due diligence findings and recommendations to senior leadership and committees.
• Collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into business outcomes.
• Lead or support initiatives to improve scalability, efficiency, and oversight across the due diligence function.

Skills

Investment analysis

Executive presentations

Process improvement

Investment research tools

MS Office

Education

Bachelor's Degree

CFA or CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to perform rigorous analysis of investment offerings and oversee manager oversight while advancing the firm’s due diligence framework. You will help identify opportunities to improve processes, reporting, and technology used across the function and collaborate with investment leadership, product, operations, compliance, and risk teams.

The role provides exposure to investment leadership and strategic initiatives, with a focus on building scalable