Investment Due Diligence & Process Optimization Specialist

Jobtome; Alpine (CA); On-site; USD 120,000 - 165,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing diligence on investment offerings, assessing managers' governance and processes while supporting the evolution of the due diligence framework. The role offers exposure to investment leadership and cross-functional collaboration.

You will present analyses to senior leadership, partner with Investments, Product, Operations, Compliance, Technology, and Risk Management, and drive scalable improvements in reporting,

Qualifications

• 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).
• Able to pass a fingerprint background check per 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.
• Partner with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actions.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.

Skills

Investment analysis

Presentation to leadership

Process improvement

Investment research tools

MS Office experience

Education

Bachelor's Degree

CFA or pursuing

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing diligence on investment offerings, assessing managers' governance and processes while supporting the evolution of the due diligence framework. The role offers exposure to investment leadership and cross-functional collaboration.

You will present analyses to senior leadership, partner with Investments, Product, Operations, Compliance, Technology, and Risk Management, and drive scalable improvements in reporting,