Overview

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 r