Investment Due Diligence & Process Improvement Consultant

Jobtome; Park Ridge (IL); 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 analyses, oversee investment managers, and support the evolution of the due diligence framework. You will help identify opportunities to improve processes, reporting, and technology and present findings to senior leadership.

The role offers exposure to investment leadership and cross-functional partners while solving complex problems and building scalable oversight capabilities in a dynamic wealth

Qualifications

• Bachelor's degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or stakeholders.
• 2+ years leading or supporting process improvement or transformation.
• 2+ years using investment research tools such as Morningstar or Bloomberg.
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Fingerprint background check per FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure and governance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings to senior leadership.
• Partner with cross-functional stakeholders to translate insights into outcomes.
• Identify opportunities to enhance processes, reporting, and technology.

Skills

Investment due diligence

Governance

Data analysis

Stakeholder management

Process improvement

Relationship management

Education

Bachelor's degree

CFA or CFA candidate

Tools

Morningstar

Bloomberg

MS Office

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analyses, oversee investment managers, and support the evolution of the due diligence framework. You will help identify opportunities to improve processes, reporting, and technology and present findings to senior leadership.

The role offers exposure to investment leadership and cross-functional partners while solving complex problems and building scalable oversight capabilities in a dynamic wealth