Investment Due Diligence & Process Lead

Jobtome; Woodbridge Township (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct in-depth due diligence on investment offerings and contribute to scaling the oversight framework. The role involves evaluating managers’ operations, governance, and processes while collaborating with cross-functional teams and senior leadership.

You will identify opportunities to enhance reporting, controls, and technology-enabled solutions, driving continuous improvement 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, committees, or key stakeholders.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg) and MS Office.
• Must pass non-registered fingerprint background check per FINRA requirements.

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 to senior leadership and committees.
• Lead or support initiatives to enhance due diligence processes, reporting, and technology solutions.

Skills

Analytical thinking

Communication skills

Problem solving

Influence without authority

Multi-tasking

Education

Bachelor's Degree

CFA or pursuing

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Job description

MassMutual is seeking a Due Diligence Consultant to conduct in-depth due diligence on investment offerings and contribute to scaling the oversight framework. The role involves evaluating managers’ operations, governance, and processes while collaborating with cross-functional teams and senior leadership.

You will identify opportunities to enhance reporting, controls, and technology-enabled solutions, driving continuous improvement within a growing Investment Oversight function.