Strategic Due Diligence Analyst

Jobtome; Metuchen (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analysis of investment offerings and to contribute to evolving the firm's framework. You will assess managers' operations, governance, and performance, and work with cross-functional partners to enhance processes and reporting.

This role offers exposure to investment leadership and opportunities to translate insights into scalable oversight capabilities, with a focus on driving efficiency, risk

Qualifications

• 3+ years evaluating investment products and asset classes including mutual funds, SMAs, strategist portfolios, alternatives, variable annuities, or similar investment vehicles.
• 2+ years presenting investment analyses, findings, and recommendations to senior leadership, committees, or other key stakeholders.
• 2+ years leading or supporting process improvement, business transformation or operational change.
• 2+ years using investment research tools and databases, such as Morningstar, Bloomberg, or similar platforms.
• 2+ years of 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.
• Monitor and oversee investment managers and external service providers, helping ensure ongoing alignment with business objectives and oversight standards.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations.
• Provide subject matter expertise on investment-related matters and translate due diligence insights into actionable business outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions, driving scalability and operational effectiveness.

Skills

Investment analysis

Financial data interpretation

Stakeholder communication

Microsoft Office

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analysis of investment offerings and to contribute to evolving the firm's framework. You will assess managers' operations, governance, and performance, and work with cross-functional partners to enhance processes and reporting.

This role offers exposure to investment leadership and opportunities to translate insights into scalable oversight capabilities, with a focus on driving efficiency, risk