Proven professional with a robust background in due diligence, where I lead a team to manage over 5,000 due diligence requests annually. Excelled in strategic planning and collaboration, enhancing productivity and fostering vendor/client relationships. Skilled in Microsoft Office and adept at verbal and written communication.
The Associate of the Firm Security Service's Due Diligence Team manages and executes approximately 5,000 due diligence requests in support of prospective and existing firm clients from the US and LATAM per fiscal year as part of the client acceptance process. Additionally, manages background check requests supporting Partner Services with yearly promotion process, Direct Entry Partner and Managing Director hires as well as Leadership Appointments. The role manages a small team while overseeing the entire process, including vendor management and fulfillment, report issuance, database management, invoicing and participation in process improvement meetings across all functions.
Supported team of 10 sales executives by coordinating, organizing and minuting the weekly pipeline discussion to help increase productivity and sales efforts. Assembled media and advertising packages for prospective customers. Handled storage for all North American and foreign editions of the newspaper for the department. Set up client meetings and assisted with various administrative duties.