Investment Oversight Due Diligence Specialist

Jobtome; Union City (NJ); On-site; USD 120,000 - 170,000; Full time

Job summary

MassMutual’s Due Diligence Consulting role conducts initial and ongoing analysis of investment offerings and helps evolve the due diligence framework. You will assess managers' governance, processes, and controls while supporting scalability across the function.

You will present findings to senior leadership, collaborate with Investments, Operations, Compliance, Technology, and Risk Management, and contribute to efficiency initiatives and better reporting and technology solutions.

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products & asset classes.
• 2+ years presenting analyses to senior leadership.
• 2+ years leading or supporting process improvements.
• 2+ years using investment research tools (Morningstar, Bloomberg).
• 2+ years using Microsoft Office (Excel, PowerPoint, Word).
• Pass fingerprint background check (FINRA).

Responsibilities

• Evaluate investment managers' operational infrastructure and governance.
• Monitor external service providers for ongoing alignment.
• Present due diligence findings to senior leadership and committees.
• Lead or support initiatives to improve processes and reporting.
• Translate due diligence insights into actionable business outcomes.

Skills

Analytical skills

Problem-solving

Communication skills

Stakeholder influence

Change management

Education

Bachelor's degree

CFA or pursuing

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual’s Due Diligence Consulting role conducts initial and ongoing analysis of investment offerings and helps evolve the due diligence framework. You will assess managers' governance, processes, and controls while supporting scalability across the function.

You will present findings to senior leadership, collaborate with Investments, Operations, Compliance, Technology, and Risk Management, and contribute to efficiency initiatives and better reporting and technology solutions.