Investment Due Diligence & Process Excellence Lead

Jobtome; New Rochelle (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings, oversee managers and external providers, and help evolve the due diligence framework. The role emphasizes identifying efficiency opportunities, improving reporting, and applying technology-enabled oversight.

The ideal candidate will leverage investment research tools, present analyses to senior leadership, and drive continuous improvement in a growing oversight function within

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg) and MS Office.

Responsibilities

• Conduct initial and ongoing due diligence on investment offerings.
• Monitor investment managers and external service providers.
• Identify opportunities to enhance processes, reporting, and technology.
• Communicate findings and recommendations to senior leadership.
• Support governance, framework development, and scalable oversight.

Skills

Investment analysis

Executive presentation

Process improvement

Stakeholder communication

Education

Bachelor's Degree

CFA (or candidate)

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings, oversee managers and external providers, and help evolve the due diligence framework. The role emphasizes identifying efficiency opportunities, improving reporting, and applying technology-enabled oversight.

The ideal candidate will leverage investment research tools, present analyses to senior leadership, and drive continuous improvement in a growing oversight function within