Due Diligence Consultant

Due Diligence Consultant

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 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 Mass Mutual :

Mass Mutual 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

Salary Range: $102,500-$134,500

At Mass Mutual, 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.