Investment Due Diligence Strategist

Jobtome; Pelham (NH); On-site; USD 100,000 - 130,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing analysis of investment offerings and oversee managers and service providers, aligning with firm standards.

You will collaborate across Investments, Technology, Operations and Risk Management to build scalable oversight, communicate findings to senior leaders, and advance processes that improve reporting and decision making.

Qualifications

• 3+ years of experience evaluating investment products and asset classes, including mutual funds, SMAs, strategist portfolios, alternatives, variable annuities, or similar investment vehicles.
• 2+ years of experience presenting investment analyses, findings, and recommendations to senior leadership, committees, or other key stakeholders.
• 2+ years of experience leading or supporting process improvement, business transformation or operational change.
• 2+ years of experience using investment research tools and databases, such as Morningstar, Bloomberg, or similar platforms.
• 2+ years of experience using Microsoft Office applications, including Excel, PowerPoint, and Word.
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions and effective risk management.
• Monitor and oversee investment managers and external service providers, helping ensure ongoing alignment with business objectives and oversight standards.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations, enabling sound decision-making across the organization.
• Provide subject matter expertise on investment-related matters and help translate due diligence insights into actionable business outcomes.

Skills

Analytical skills

Communication skills

Problem-solving

Education

Bachelor's Degree

CFA or CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing analysis of investment offerings and oversee managers and service providers, aligning with firm standards.

You will collaborate across Investments, Technology, Operations and Risk Management to build scalable oversight, communicate findings to senior leaders, and advance processes that improve reporting and decision making.