Investment Due Diligence & Process Improvement Lead

Jobtome; Lodi (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operations and governance, monitor external providers, and present findings to leadership to support informed decisions.

You will drive enhancements to processes, reporting, and technology, working with Investments, Product, Operations, Compliance, Technology, and Risk Management to build scalable

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products/assets.
• 2+ years presenting analyses to leadership/committees.
• 2+ years leading or supporting process improvement or change.
• 2+ years using investment research tools like Morningstar/Bloomberg.
• 2+ years Microsoft Office proficiency.
• Must pass non-registered fingerprint background check per FINRA requirements.

Responsibilities

• Evaluate investment managers' operations, governance, philosophy, processes, resources, and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings to senior leadership and committees.
• Translate due diligence insights into actionable business outcomes with cross-functional partners.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology.

Skills

Investment analysis

Executive presentation

Process improvement

Investment research tools

Microsoft Office

Stakeholder influence

Ambiguity navigation

Multitasking

Communication skills

Curiosity

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operations and governance, monitor external providers, and present findings to leadership to support informed decisions.

You will drive enhancements to processes, reporting, and technology, working with Investments, Product, Operations, Compliance, Technology, and Risk Management to build scalable