Investment Due Diligence Strategy Consultant

Jobtome; Sunnyside (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operations, governance, and performance, and communicate findings to senior leadership to support risk management and decision making.

You will collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to scale oversight capabilities and drive continuous improvement

Qualifications

• Bachelor's degree required.
• 3+ years evaluating investment products and assets.
• 2+ years presenting analyses to senior leadership or committees.
• 2+ years leading or supporting process improvement.
• 2+ years using investment research tools (Morningstar/Bloomberg).
• 2+ years using Microsoft Office (Excel/PowerPoint/Word).
• Must pass FINRA fingerprint background check.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, and performance.
• Monitor and oversee investment managers and external service providers.
• Communicate due diligence findings to senior leadership and committees.
• Partner with Investments, Product, Operations, Compliance, Technology, and Risk Management to implement improvements.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology.

Skills

Investment analysis

Senior leadership presentation

Process improvement

Investment research

Microsoft Office

FINRA background check readiness

Education

Bachelor's Degree

CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing analysis of investment offerings and help evolve the firm’s due diligence framework. You will evaluate managers’ operations, governance, and performance, and communicate findings to senior leadership to support risk management and decision making.

You will collaborate across Investments, Product, Operations, Compliance, Technology, and Risk Management to scale oversight capabilities and drive continuous improvement