Strategic Due Diligence Consultant

Jobtome; West New York (NJ); 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 on investment offerings and help evolve the firm’s framework. You will evaluate managers' operations, governance, and performance, and provide insights to senior leadership across cross-functional partners.

You will identify opportunities to enhance processes, reporting, and technology solutions, driving continuous improvement within Investment Oversight and supporting strategic initiatives.

Qualifications

• Bachelor's degree in a related field.
• 3+ years evaluating investment products and asset classes (mutual funds, SMAs, strategist portfolios, alternatives, variable annuities, or similar).
• 2+ years presenting analyses to senior leadership, committees, or key stakeholders.
• 2+ years leading or supporting process improvement, business transformation, or operational change.
• 2+ years using investment research tools (Morningstar, Bloomberg, or similar).
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Must pass a non-registered fingerprint background check to qualify as fingerprinted under FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions.
• Monitor and oversee investment managers and external service providers to ensure alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.
• Partner with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management to translate due diligence insights into actionable outcomes.
• Identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions to improve scalability and efficiency.

Skills

Investment analysis

Presentation

Process improvement

Stakeholder influence

Analytical thinking

Communication

Education

Bachelor's degree

CFA (pursuing)

Tools

Morningstar

Bloomberg

MS Office (Excel/PowerPoint/Word)

Job description

MassMutual is seeking a Due Diligence Consultant to conduct initial and ongoing due diligence on investment offerings and help evolve the firm’s framework. You will evaluate managers' operations, governance, and performance, and provide insights to senior leadership across cross-functional partners.

You will identify opportunities to enhance processes, reporting, and technology solutions, driving continuous improvement within Investment Oversight and supporting strategic initiatives.