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Due Diligence Analyst

2 months ago

Pittsburgh, United States IntePros Full time

IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Due Diligence Analyst for a critical engagement in Pittsburgh, PA.


Due Diligence Analyst role & responsibilities:


Our client is looking to add an experienced, organized, creative member to our Proposals & Due Diligence Response team In the role of Proposal & Due Diligence Senior Associate, youll partner with Executives, Relationship Managers, and Business Development leads to prepare high-quality proposal and due diligence responses that support our growth initiatives across all regions and industry segments.


In this role, youll make an impact in the following ways:

  • Contributes to business revenue goals by generating compelling proposal responses and presentations for clients globally, across industries.
  • Coordinates clear, succinct responses to client due diligence requests (DDQs) working in partnership with experts across the business
  • Manages proposal and DDQ responses end-to-end, working in both independently and in a team environment
  • Creates persuasive client facing presentations and other client-facing materials
  • Contributes to overall success of proposals and presentations through proposal drafting and research, writing effective executive summaries and creating client presentations that effectively showcase Treasury Services and as a leading service provider
  • Conducts legal/business reviews for all potential projects. May participate in final go/no-go deliberation
  • Utilizes tracking tools and project plans to track all relevant project information throughout the project lifecycle, including maintaining accurate data for report generation
  • Coordinates with internal business partners to research and gather information necessary to prepare a responsive submission to the assigned RFPs and DDQs. Anticipates compliance, legal, or regulatory review required for response and works with more senior staff to address
  • May assist in developing and refining the proposal and due diligence process and assist in the creation of standard library content
  • Works closely with the business development or relationship management team to clarify proposal requirements in conjunction with the client
  • No direct reports

Due Diligence Analyst qualifications:

  • Bachelors degree or theequivalent combination of education and experience in business management or related field is required
  • 3-5 years of total work experience in financial services preferred, knowledge of Treasury Services a plus
  • Experience in proposal development and due diligence response preferred
  • Demonstrates excellent verbal and written communication skills
  • Proficiency in Outlook, Word, Excel, Adobe, PowerPoint and SharePoint
  • Strong organizational, project management and time management skills.
  • PMP certification a plus
  • Detail oriented with the ability to manage multiple complex projects and deadlines at any given time in a fast-paced environment
  • Demonstrates a commitment to continuous improvement to drive efficiencies and optimal client experience
  • Ability to work independently and make fact-based decisions while holding project stakeholders accountable
  • Experience using proposal management software preferred