Investment Oversight & Due Diligence Analyst

Jobtome; Village of Ardsley (NY); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing analysis of investment offerings, oversee managers and providers, and help evolve the due diligence framework. The role emphasizes problem solving, scalable oversight, and collaboration across Investments, Product, Operations, Compliance, Technology, and Risk Management.

You will present findings to senior leadership, influence process improvements, and help translate insights into actionable business outcomes,

Competenze

• Bachelor’s Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or stakeholders.
• 2+ years leading or supporting process improvement or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg, etc.).
• 2+ years using Microsoft Office (Excel, PowerPoint, Word).
• Must pass a non-registered fingerprint background check per FINRA.

Mansioni

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, 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, operational effectiveness, and oversight capabilities.

Conoscenze

Investment analysis

Communication with leadership

Process improvement

Cross-functional collaboration

Data visualization

Formazione

Bachelor's Degree

CFA (pursuing)

Strumenti

Morningstar

Bloomberg

Microsoft Excel

PowerPoint

Word

Descrizione del lavoro

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing analysis of investment offerings, oversee managers and providers, and help evolve the due diligence framework. The role emphasizes problem solving, scalable oversight, and collaboration across Investments, Product, Operations, Compliance, Technology, and Risk Management.

You will present findings to senior leadership, influence process improvements, and help translate insights into actionable business outcomes,