Investment Oversight & Due Diligence Specialist

Jobtome; Hackensack (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to assess investment managers’ operations, governance, and performance, and to support risk management and decision making. You will communicate insights to senior leaders and drive improvements across processes, reporting, and technology, partnering with Investments, Product, Operations, Compliance, Technology, and Risk Management.

This role emphasizes analytical rigor and continuous improvement within a growing oversight function.

Qualifications

• Bachelor's Degree
• 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.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions, leading or supporting initiatives that improve scalability, operational effectiveness, and oversight capabilities.

Skills

Investment product analysis

Present findings to senior leadership

Process improvement

Data visualization

Analytics

Communication

Change management

Time management

Problem solving

Curiosity

Education

Bachelor's Degree

CFA or CFA candidate

Tools

Morningstar

Bloomberg

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

MassMutual is seeking a Due Diligence Consultant to assess investment managers’ operations, governance, and performance, and to support risk management and decision making. You will communicate insights to senior leaders and drive improvements across processes, reporting, and technology, partnering with Investments, Product, Operations, Compliance, Technology, and Risk Management.

This role emphasizes analytical rigor and continuous improvement within a growing oversight function.