Investment Due Diligence & Process Improvement Lead

Jobtome; Breezy Point (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings and oversee managers within the Investment Oversight function.

You will evaluate governance, processes, resources, and performance, and communicate findings to senior leadership, partnering with Investments, Product, Operations, Compliance, Technology, and Risk Management to strengthen oversight and drive strategic initiatives.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership or committees.
• 2+ years leading or supporting process improvement or change.
• 2+ years using investment research tools like Morningstar or Bloomberg.
• 2+ years using Excel, PowerPoint, and Word.

Responsibilities

• Conduct initial and ongoing due diligence on investments.
• Monitor investment managers and external service providers.
• Communicate findings and recommendations to senior leadership.
• Collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management.
• Identify opportunities to enhance processes, reporting, controls, and tech solutions.

Skills

Analytical skills

Problem solving

Communication skills

Influence stakeholders

Change management

Education

Bachelor's Degree

CFA or CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings and oversee managers within the Investment Oversight function.

You will evaluate governance, processes, resources, and performance, and communicate findings to senior leadership, partnering with Investments, Product, Operations, Compliance, Technology, and Risk Management to strengthen oversight and drive strategic initiatives.