Investment Due Diligence & Process Improvement Lead

Jobtome; Westwood (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to evaluate investment managers' operations and governance, supporting informed decisions and risk oversight. You will monitor service providers, present findings to leadership, and partner with Investments, Operations, Compliance, and Technology to improve processes and technology-enabled oversight.

The role emphasizes problem solving, initiative, and building scalable controls within a growing Investment Oversight function.

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.
• 2+ years using investment research tools such as Morningstar or Bloomberg.
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Collaborate with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions; drive scalable oversight capabilities.

Skills

Investment analysis

Presentations

Process improvement

Problem solving

Communication

Change management

Time management

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Microsoft Office

Job description

MassMutual seeks a Due Diligence Consultant to evaluate investment managers' operations and governance, supporting informed decisions and risk oversight. You will monitor service providers, present findings to leadership, and partner with Investments, Operations, Compliance, and Technology to improve processes and technology-enabled oversight.

The role emphasizes problem solving, initiative, and building scalable controls within a growing Investment Oversight function.