Due Diligence Consultant

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 

#LI-SB1

Salary Range:

$102,500-$134,500

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees.  Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.  For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.