Associate, Diligence Management (Private Equity)
Core
Managing end-to-end fund due diligence processes for private equity funds, coordinating deliverables, and guiding prospective investors through the fundraising lifecycle.
Role type
Associate, Diligence Management (Private Equity)
Builds
Fundraising materials, due diligence responses, and investor engagement plans for private equity funds.
Domain
Private Equity / Alternative Asset Management
Deliverable
client delivery
Required skills
Due diligence process management, project management, stakeholder coordination, quantitative data handling, investor relations support, material creation (DDQs, RFPs, presentations), global client interaction
Preferred skills
Private equity asset class expertise, institutional investor mindset (pension funds, sovereign wealth, family offices), multi-jurisdictional coordination, high-volume process management
Technologies
Loopio, Salesforce, PowerBI, Mercatus, Seismic, Microsoft Office Suite
Responsibilities
Develop and manage due diligence deliverables (DDQs, RFPs, quantitative datasets); coordinate investor calls, meetings, asset tours, and on-sites; design individual diligence plans and track activities; create initial diligence materials prior to fund launch; respond to investor diligence requests with technical materials; maintain marketing collateral and consultant databases
Seniority
Associate, individual contributor