Due Diligence Transaction Associate

Position Responsibilities

• Run the day-to-day due diligence process for assigned acquisition, disposition, financing and IOS transactions under the direction of the Due Diligence Manager.
• Populate and maintain each deal’s checklist in Dealpath and the Microsoft Teams channel, including the responsible person, date initiated, date due, and consultant / vendor selected for each activity line.
• Setup each deal’s dedicated Microsoft Teams channel, post the checklist, and ensure every assignee is added.
• Coordinate the regional team assigned to each deal and delegate specific checklist items to supporting parties as their scope is triggered, tracking completion through closing.
• Order and follow up on third-party reports (PCA, ESA, PZR, Survey, Roof, MEP, Fire / Sprinkler) and confirm both timeliness and quality.
• Support the Due Diligence Manager in preparing estoppels and SNDAs and in preparing and reviewing prorations and drafting the settlement statement for disposition and IOS deals.
• Maintain findings, comments, and working documents in the deal’s Teams channel; file the final work product in the designated shared file folder; and capture the summary of findings in the checklist.
• Help prepare the Due Diligence Issues List, the Capital Expenditure Findings Matrix, and the Returns Comparison for assigned deals.
• Attend the weekly Regional Checkpoint Call and the End of DD Call and report status on assigned deals.
• Escalate risks and timeline concerns to the Due Diligence Manager.

Skills & Experience