Investment Due Diligence & Process Improvement Lead

Jobtome; Town of Harrison (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and to evolve the due diligence framework. You will evaluate managers' governance, processes, and performance to support informed decisions and risk management.

You will collaborate across Investments, Product, Operations, Compliance, Technology and Risk Management to translate insights into actionable outcomes and drive continuous improvement in oversight capabilities.

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 initiatives.
• 2+ years using investment research tools and databases.
• 2+ years of Microsoft Office applications (Excel, PowerPoint, Word).
• Must pass non-registered fingerprint background check per FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings to senior leadership through analyses and committee presentations.
• Partner across Investments, Product, Operations, Compliance, Technology and Risk Management to translate insights into business actions.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.

Skills

Investment products

Leadership presentations

Process improvement

Investment research tools

MS Office

FINRA background

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Job description

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and to evolve the due diligence framework. You will evaluate managers' governance, processes, and performance to support informed decisions and risk management.

You will collaborate across Investments, Product, Operations, Compliance, Technology and Risk Management to translate insights into actionable outcomes and drive continuous improvement in oversight capabilities.