Investment Due Diligence & Process Optimization Consultant

Jobtome; Omaha (NE); On-site; USD 90,000 - 120,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings, oversee managers and providers, and present findings to senior leaders. You will help evolve the due diligence framework and drive efficiency across the function.

The role emphasizes problem solving, data-driven decision making, and collaboration with Investments, Product, Operations, Compliance, Technology, and Risk Management to scale oversight capabilities.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products.
• 2+ years presenting analyses to senior leadership.
• 2+ years improving processes or operations.
• 2+ years using Morningstar, Bloomberg, or similar.
• 2+ years using Excel, PowerPoint, Word.
• Must pass fingerprint background check per FINRA.

Responsibilities

• Conduct initial and ongoing due diligence on investment offerings.
• Oversee investment managers and external service providers.
• Communicate findings to senior leadership via analyses and committee presentations.
• Identify opportunities to enhance processes, reporting, and technology.
• Partner with cross-functional teams to drive continuous improvement.

Skills

Analytical skills

Communication

Problem solving

Stakeholder management

Change leadership

Education

Bachelor's degree

CFA or pursuing

Tools

Morningstar

Bloomberg

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings, oversee managers and providers, and present findings to senior leaders. You will help evolve the due diligence framework and drive efficiency across the function.

The role emphasizes problem solving, data-driven decision making, and collaboration with Investments, Product, Operations, Compliance, Technology, and Risk Management to scale oversight capabilities.