Job Description
The Opportunity:
The Due Diligence Consultant will conduct initial and ongoing due diligence analysis of investment offerings and ad hoc and routine research on investment-related topics (i.e. philosophies, market & economic conditions, performance, product types, competition). Additional responsibilities include the periodic delivery and review of aggregated information via data entry & automation (i.e. performance reporting, due diligence summaries), managing short time horizon Due Diligence projects and projects that may have a long time horizon and broad impact across the company.
The Team:
The Advisory & Risk Oversight team has varied backgrounds and experience in the industry but shares a developed business acumen, an agility to switch between support and analytical work as well as a strong communication skillset, delivered both internally and externally. The role of this team is a careful balance between investment expertise, core support role of the advisors' practices and participation in on-going internal oversight initiatives. We are hiring multiple Due Diligence Consultants for this role.
The Key Responsibilities include, but are not limited to:
Assessment of Investment Manager's operational infrastructure and governance models, in addition to their philosophy, process, resources and performance
Providing findings and/or recommendations to senior management in written form and in investment committee presentations
On-going monitoring and oversight of investment managers and external service providers
Collaborating and communicating with stakeholders within MML Investor Services, LLC as well as with other cross-functional business partners
Maintaining and improving standard work, policies/procedures and process workflows
Ad-hoc projects such as research on investment categories, vehicle types, emerging trends, supporting processes, technology enhancements, and serving as subject matter expert in a consultative role to various departments
Consults with other departments to help them understand an investment product's features, benefits, and risks highlighting specific areas of concern.
The Impact:
Enhance investment oversight by evaluating managers, monitoring performance, and delivering findings to stakeholders.
Improves due diligence processes by refining workflows, policies, and driving program enhancements.
Serves as a cross-functional SME through reporting, advisory support, and leading ad hoc initiatives (e.g., fees, tech).
The Minimum Qualifications:
Bachelor's Degree
3+ years of experience working with investment products and asset classes - including Alternatives, SMAs, mutual funds, variable annuities, etc. OR 3+ years' experience in investment operations, with prior due diligence experience
2+ years of experience using Microsoft Office products
1+ year experience with Morningstar, Bloomberg and/or other investment databases
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
The Ideal Qualifications:
CFA designation or currently pursuing
Prior due diligence experience with various complex and alternative investment products
Independent, analytical, detail-oriented individual who can balance the needs of multiple projects in various stages of completion
Demonstrated success in a process-driven environment
Previous experience presenting findings to senior leadership
Demonstrated ability to directly address concerns/conflicts and escalate issues where appropriate
Adaptability and ability to thrive in a fast-paced, changing environment
Recognition of patterns and trends in data operations and identifying opportunities for improving processes and systems
What You Can Expect at MassMutual :
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
