FDD Manager

Roles & Responsibilities

• Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and as per the requirements of the projects, with almost no rework and review comments.

• Active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members.

• Prepare, update, and review initial/supplemental document request list and manage gathered data effectively.

• Ability to prepare industry-specific and other ad hoc analyses.

• Preparation of the proposal and scope of work as required by the engagement team(s).

• Prepare Management discussion decks.

• Participate and lead specific sections in management calls and take notes in management meetings.

• Ability to independently draft sections of the FDD Report such as the Background, Points of Interest (basic), Quality of Earnings (proficiency in basic and moderate co...

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