Investment Oversight & Due Diligence Specialist

Jobtome; Bloomfield Township (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing evaluation of investment offerings and help evolve the due diligence framework. The role involves cross-functional collaboration to improve processes, reporting, technology utilization, and operational efficiency across due diligence.

You will monitor investment managers and external service providers, present findings to senior leadership, and translate insights into actionable business outcomes.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership or committees.
• 2+ years leading process improvement or operational change.
• 2+ years using investment research tools (Morningstar/Bloomberg).
• 2+ years of Microsoft Office applications (Excel/PowerPoint/Word).
• Must pass fingerprint background check for FINRA suitability.

Responsibilities

• Conduct initial and ongoing due diligence on investment offerings.
• Evaluate managers' operational infrastructure, governance, and processes.
• Communicate findings to senior leadership and committees with written analyses.
• Identify opportunities to enhance processes, reporting, and technology.

Skills

Investment analysis

Due diligence

Presentation to leadership

Process improvement

Data tools

Excel

Education

Bachelor's Degree

CFA / CFA candidate

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Job description

MassMutual is seeking a Due Diligence Consultant to perform initial and ongoing evaluation of investment offerings and help evolve the due diligence framework. The role involves cross-functional collaboration to improve processes, reporting, technology utilization, and operational efficiency across due diligence.

You will monitor investment managers and external service providers, present findings to senior leadership, and translate insights into actionable business outcomes.