Strategic Due Diligence Analyst — Investment Oversight

Jobtome; Belleville (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analyses of investment offerings and help evolve the due diligence framework. You’ll oversee investment managers, collaborate with cross-functional teams, and translate findings into actionable business outcomes for senior leadership.

The role emphasizes problem solving, process improvements, and a proactive approach to drive efficiency and scalable oversight across Investments, Product, Operations,

Qualifications

• 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.
• 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, ensuring ongoing alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations.
• Provide subject matter expertise and help translate due diligence insights into actionable business outcomes across Investments, Product, Operations, Compliance, Technology, and Risk Management.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions to improve scalability and oversight capabilities.

Skills

Analytical thinking

Problem solving

Communication

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence analyses of investment offerings and help evolve the due diligence framework. You’ll oversee investment managers, collaborate with cross-functional teams, and translate findings into actionable business outcomes for senior leadership.

The role emphasizes problem solving, process improvements, and a proactive approach to drive efficiency and scalable oversight across Investments, Product, Operations,