Due Diligence Lead

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

This job description represents a sample Due Diligence Lead position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with leadership roles in due diligence and strategic investments. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit:

The Due Diligence Lead at Initio Capital plays a crucial role in driving strategic corporate decisions through the management and execution of the due diligence process across various investments, acquisitions, and partnership opportunities. This role will lead the due diligence efforts for complex transactions, collaborating with cross-functional teams to ensure thorough analysis and risk assessment, ultimately enabling informed decision-making for senior leadership.

You will coordinate financial, legal, operational, and market assessments to evaluate the viability of deals and ensure they align with the organization’s strategic objectives.

Lead and Manage Due Diligence: Oversee the due diligence process from initiation to execution for key transactions, including mergers, acquisitions, investments, and joint ventures.

Cross-Functional Leadership: Partner with internal teams (finance, operations, legal, etc.) and external advisors to gather critical information, identify risks, and assess the strategic fit of target companies.

Risk and Opportunity Assessment: Identify potential financial, operational, and market risks, and work to mitigate them. Highlight growth opportunities and strategic synergies.

Financial and Operational Analysis: Evaluate financial statements, business models, and operational structures to determine the target's financial health and viability.

Reporting and Presentation: Prepare and present comprehensive due diligence reports and risk assessments to senior management, offering actionable insights for decision-making.

Transaction Structuring: Work with finance and legal teams to help structure transactions that balance risk and value creation.

Post-Transaction Integration: Assist in planning and coordinating post-merger integration strategies to ensure smooth transitions.

Market Research & Competitive Analysis: Conduct market assessments to understand the competitive landscape and assess the target's positioning in the market.

Vendor and External Relationship Management: Manage external consultants, auditors, and advisors, ensuring that deliverables meet the highest standards of quality and timeliness.

Continuous Improvement: Promote best practices in due diligence by continuously refining processes, documentation, and tools.

Bachelor’s or Master’s degree in Finance, Economics, Business, Accounting, or a related field.

5+ years of experience in due diligence, mergers and acquisitions, corporate development, or related areas. At least 2 years in a leadership capacity managing due diligence processes.

Proven track record of managing complex due diligence processes for mergers, acquisitions, or investments.

Strong understanding of financial modeling, valuation techniques, and corporate finance principles.

Exceptional analytical skills, with the ability to digest complex data and provide clear, concise recommendations.

Project management experience, with the ability to prioritize tasks, manage tight deadlines, and collaborate across functions.

Excellent written and verbal communication skills for preparing reports, presenting findings, and interacting with senior stakeholders.

Strategic mindset with an ability to assess market trends, industry dynamics, and competitive forces.

Strong attention to detail and a focus on delivering high-quality work.

Experience in post-transaction integration and managing organizational change is a plus.

Knowledge of legal and regulatory frameworks involved in mergers and acquisitions is an asset.

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Due Diligence Lead opportunities, including:

Skills-based role matching

Assistance with resume customization

General guidance on outreach to hiring teams

Interview preparation for strategic and transaction-focused assessments

To learn more or express interest in due diligence and corporate development roles, visit: