Investment Due Diligence Strategist

Jobtome; Fair Lawn (NJ); Sur place; USD 90 000 - 145 000; Plein temps

Résumé du poste

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings, evaluating managers’ governance, processes, resources, and performance to support informed decisions and effective risk management.

You will monitor investment managers and external service providers, communicate findings to senior leadership, and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into

Qualifications

• Bachelor's degree required; 3+ years evaluating investment products and asset classes such as mutual funds, SMAs, and alternatives.
• 2+ years presenting analyses and recommendations to senior leadership or committees.
• 2+ years leading or supporting process improvement, business transformation, or operational change.
• 2+ years using investment research tools such as Morningstar or Bloomberg.
• 2+ years of MS Office experience, including Excel, PowerPoint, and Word.
• Must pass non-registered fingerprint background check under FINRA requirements.

Responsabilités

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed decisions and risk management.
• Monitor and oversee investment managers and external service providers to ensure alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations.
• Collaborate with Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions to improve scalability and effectiveness.

Connaissances

Investment analysis

Stakeholder communication

Process improvement

Data visualization

Analytical thinking

Formation

Bachelor's Degree

Outils

Morningstar

Bloomberg

Excel

PowerPoint

Word

Description du poste

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analyses of investment offerings, evaluating managers’ governance, processes, resources, and performance to support informed decisions and effective risk management.

You will monitor investment managers and external service providers, communicate findings to senior leadership, and collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into