Investment Due Diligence & Process Improvement Lead

Jobtome; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

MassMutual’s Due Diligence team seeks a consultant to assess investment managers’ operational frameworks, governance, and performance while driving process improvements and reporting through technology-enabled solutions.

You will collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable outcomes and to build scalable oversight capabilities across the organization.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership/committees.
• 2+ years using investment research tools and MS Office.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, and performance to support decisions.
• Communicate due diligence findings and recommendations to senior leadership and committees.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Collaborate with cross-functional teams to translate insights into actionable business outcomes.

Skills

Investment analysis

Stakeholder communication

Process improvement

Financial research

Education

Bachelor's Degree

CFA or in progress

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual’s Due Diligence team seeks a consultant to assess investment managers’ operational frameworks, governance, and performance while driving process improvements and reporting through technology-enabled solutions.

You will collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable outcomes and to build scalable oversight capabilities across the organization.