Investment Due Diligence & Process Improvement Lead

Jobtome; Teaneck Township (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to perform rigorous due diligence on investment managers and their operational infrastructure. You will evaluate governance, processes, and performance to inform decisions and strengthen risk controls.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management. You will drive enhancements in diligence processes, reporting, controls, and technology, acting as a

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes including mutual funds, SMAs, strategists, alternatives, variably annuities or similar vehicles.
• 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 (Morningstar, Bloomberg) and MS Office.
• Must pass FINRA fingerprint background check.

Responsibilities

• Conduct due diligence on investment managers' operations, governance, philosophy, processes, and performance.
• Monitor and oversee investment managers and external service providers for ongoing alignment with standards.
• Communicate findings and recommendations to senior leadership through analyses and committee materials.
• Partner across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actions.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology; drive scalability and efficiency.

Skills

Analytical thinking

Problem-solving

Communication

Strategic thinking

Education

Bachelor's Degree

CFA (or pursuing)

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual seeks a Due Diligence Consultant to perform rigorous due diligence on investment managers and their operational infrastructure. You will evaluate governance, processes, and performance to inform decisions and strengthen risk controls.

You will present findings to senior leadership and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management. You will drive enhancements in diligence processes, reporting, controls, and technology, acting as a