Investment Due Diligence Strategist

Jobtome; Kenilworth (UT); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence, evaluate managers’ operational infrastructure, governance, and performance, and support informed investment decisions. You will work across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable outcomes.

You will present findings to senior leadership, oversee external providers, and drive continuous improvement in the due diligence program

Formación

• Bachelor's degree required.
• 3+ years evaluating investment products and asset classes (mutual funds, SMAs, alternatives, etc.).
• 2+ years presenting investment analyses to senior leadership, committees, or key stakeholders.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg) and Microsoft Office applications.
• Must pass FINRA fingerprint background check.

Responsabilidades

• Conduct ongoing due diligence analysis of investment offerings and contribute to the firm’s due diligence framework.
• Monitor and oversee investment managers and external service providers for alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions to improve scalability and efficiency.
• Serve as a change agent, challenging practices and helping establish best practices across the Investment Oversight function.

Conocimientos

Investment analysis

Presentation

Process improvement

Stakeholder influence

Communication

Educación

Bachelor's Degree

CFA candidate

Herramientas

Morningstar

Bloomberg

Excel

PowerPoint

Word

Descripción del empleo

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence, evaluate managers’ operational infrastructure, governance, and performance, and support informed investment decisions. You will work across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate insights into actionable outcomes.

You will present findings to senior leadership, oversee external providers, and drive continuous improvement in the due diligence program