Due Diligence Consultant

About the role

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. Additional responsibilities include the periodic delivery and review of aggregated information via data entry & automation, managing short time horizon Due Diligence projects, and projects that may have a long time horizon and broad impact across the company.

Responsibilities

• 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.

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
• 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