Investment Due Diligence Specialist

Jobtome; Village of Freeport (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and support the evolution of the firm’s due diligence framework.

You will assess managers' operations, governance, and performance; interact with senior leaders, and drive scalability through improved reporting, tooling, and processes across Investments, Product, Operations, Compliance, Technology, and Risk Management.

Qualifications

• Bachelor's Degree required.
• 3+ years of experience evaluating investment products and asset classes.
• 2+ years of experience presenting analyses to senior leadership/committees.
• 2+ years of experience leading or supporting process improvement or transformation.
• 2+ years of 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 and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings and recommendations to senior leadership and committees.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions.
• Lead or support initiatives to improve scalability and oversight capabilities across Investment Oversight.

Skills

Investment analysis

Communication

Problem solving

Cross-functional collaboration

Attention to detail

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 due diligence on investment offerings and support the evolution of the firm’s due diligence framework.

You will assess managers' operations, governance, and performance; interact with senior leaders, and drive scalability through improved reporting, tooling, and processes across Investments, Product, Operations, Compliance, Technology, and Risk Management.