DUE DILIGENCE ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Dec 20, 2024 – The Due Diligence Associate possesses extensive experience in SQL, SAS, reporting, and analytics, with a background in real estate property management or financial analysis. This position demonstrates advanced financial and analytical skills, strong attention to detail, and the ability to convey complex concepts clearly while coordinating cross-functional teams. The associate also excels in written and verbal communication, advanced Microsoft Office proficiency, and managing multiple tasks efficiently within tight deadlines.

Essential Hard and Soft Skills for a Standout Due Diligence Associate Resume
  • Financial Analysis
  • Market Research
  • Data Interpretation
  • Risk Assessment
  • Financial Modeling
  • Mergers & Acquisitions
  • Legal Compliance
  • Report Writing
  • Project Management
  • Due Diligence Software
  • Communication
  • Critical Thinking
  • Problem-Solving
  • Attention to Detail
  • Time Management
  • Negotiation
  • Adaptability
  • Collaboration
  • Decision-Making
  • Emotional Intelligence

Summary of Due Diligence Associate Knowledge and Qualifications on Resume

1. BA in Accounting with 3 years of Experience

  • Audit experience at a top accounting firm
  • Experience working in a financial accounting due diligence group
  • Hold a Certified Public Accountant (CPA) or are in the process of obtaining one
  • Working knowledge of US GAAP and SEC reporting
  • High proficiency in Excel and PowerPoint
  • Excellent interpersonal and communication skills
  • Strong project management skills
  • Strong analytical skills with high attention to detail and accuracy
  • Flexibility to work as both a team member and as an individual contributor
  • Ability to thrive and be effective in fast-paced settings

2. BA in Finance with 4 years of Experience

  • Experience with handling client documentation, preferably with either AML/KYC laws and regulations, FATCA/CRS validation, or broader documentation and data management.
  • Strong interpersonal skills, confident, friendly, and respectful individual with excellent communication skills, comfortable collaborating closely with clients and colleagues at all levels.
  • Excellent command (written and verbal) of English.
  • Excellent attention to detail and analytical skills with an aptitude for problem-solving and willingness to go above and beyond for clients.
  • Motivated, diligent, and results-driven personality.
  • Strong planning and organizational skills with the ability to balance and control priorities to meet deadlines.
  • A good teammate, able to integrate and build rapport quickly, ready to provide and accept feedback.
  • Must respect for process governance.
  • Excellent working knowledge of Microsoft software such as Outlook, Word, Excel, PowerPoint, and other IT skills.
  • Additional language skills (Spanish, German, French, Italian, Dutch, Polish).

3. BA in Economics with 6 years of Experience

  • Experience working  with SQL or SAS
  • Reporting experience, analytics experience, or a combination of both
  • Experience in real estate property management or a financial analysis role
  • Strong financial and analytical skills
  • Ability to articulate complex concepts in a clear manner
  • Ability to interact with all levels of an organization
  • Advanced Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to prioritize and manage a variety of tasks within a tight schedule
  • Strong communication skills, including an ability to compile written materials and present underwriting to Company leadership
  • The ability to efficiently coordinate various teams across the Company