Investment Due Diligence & Oversight Analyst

Jobtome; Port Washington (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct thorough evaluations of investment offerings and oversight of managers. You will help shape the firm’s due diligence framework while collaborating with Investments, Product, Operations, Compliance, Technology, and Risk Management teams.

You will communicate findings to leadership, translate insights into actionable business outcomes, and drive continuous improvement across the Investment Oversight function.

Qualifications

• Bachelor's degree required; 3+ years in evaluating investment products and asset classes.
• 2+ years presenting analyses, findings, and recommendations to senior leadership or committees.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg) and data sources.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions.
• Monitor and oversee investment managers and external service providers to ensure alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.

Skills

Investment analysis

Stakeholder communication

Process improvement

Investment research tools

MS Office

Education

Bachelor's degree

Tools

Morningstar

Bloomberg

Excel

Job description

MassMutual is seeking a Due Diligence Consultant to conduct thorough evaluations of investment offerings and oversight of managers. You will help shape the firm’s due diligence framework while collaborating with Investments, Product, Operations, Compliance, Technology, and Risk Management teams.

You will communicate findings to leadership, translate insights into actionable business outcomes, and drive continuous improvement across the Investment Oversight function.