Investment Due Diligence & Oversight Lead

Jobtome; Elizabeth (MN); On-site; USD 120,000 - 180,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings, evaluate managers’ infrastructure and governance, and support the firm’s due diligence framework.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to drive actionable outcomes and continuous improvement.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or 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 (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 decisions and risk management.
• 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 via analyses and committee presentations.
• Collaborate with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Lead or support initiatives to improve scalability, efficiency, and oversight capabilities within Investment Oversight.

Education

Bachelor's Degree

CFA or currently pursuing

Tools

Morningstar

Bloomberg

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings, evaluate managers’ infrastructure and governance, and support the firm’s due diligence framework.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to drive actionable outcomes and continuous improvement.