Investment Due Diligence Specialist

Jobtome; East Orange (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings, evaluate managers' governance, processes, and performance, and support the evolution of the due diligence framework.

The role involves communicating findings to senior leaders, working with Investments, Product, Operations, Compliance, Technology, and Risk Management, and driving scalable improvements across the function.

Qualifications

• Bachelor's Degree.
• 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 FINRA fingerprint background check.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, and performance.
• Communicate due diligence findings to senior leadership via analyses and briefings.
• Identify opportunities to enhance processes, reporting, controls, and technology solutions.
• Partner with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management.

Skills

Investment analysis

Stakeholder presentations

Process improvement

Investment research tools

Microsoft Office

Education

Bachelor's Degree

CFA Candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual seeks a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings, evaluate managers' governance, processes, and performance, and support the evolution of the due diligence framework.

The role involves communicating findings to senior leaders, working with Investments, Product, Operations, Compliance, Technology, and Risk Management, and driving scalable improvements across the function.