Strategy and Deals New York- M&A Tech and Ops Associate and Senior Associate

Alpha Financial Markets Consulting • New York, NY

57d • $105,000 - $195,000 • Onsite

About The Position

Alpha FMC is expanding its M&A team and is seeking experienced professionals for Associate and Senior Associate roles in New York, focusing on the technology and operations aspects of transactions within the financial services sector. This includes technology due diligence, technology-led value creation, and the technology components of integrations and carve-outs. The firm is a leading global consulting firm specializing in financial services, with a strong PE backing and a strategic priority on growing its Integration & Separation capabilities. The hired individual will play a key role in defining service offerings, delivery approaches, and team building, with significant client responsibilities from the outset.

Requirements

• A strong technology background, with experience in enterprise or solution architecture, cloud and infrastructure, application landscapes, software engineering, data platforms, or cyber.
• Advanced Excel proficiency, including building cost/benefit financial models and developing financial bridges and synergy dashboards.
• Excellent analytical, problem-solving, and communication skills, with the ability to distill complex findings into actionable insights.
• Experience in supporting large transformation programs and/or supporting IT/Operational or Business Functional workstreams independently.

Nice To Haves

• Experience in the Financial Services industry.
• A keen interest in the financial services industry and a grasp of key trends.

Responsibilities

• Run technology due diligence workstreams end to end on buy-side and sell-side deals, including scoping, data room interrogation, leading management sessions, and report writing.
• Form and defend views on a target's technology application and platform landscape, architecture, hosting, infrastructure, engineering practices, and data condition.
• Test the technology's ability to support business plans (volume growth, new products, new markets, increased assets under management) and estimate associated costs.
• Translate technical findings into investor-relevant language such as value at risk, value creation upside, and cost to fix.
• On sell-side and vendor diligence, build the technology story and ensure the technology estate is defensible.
• Assess fintech or software platforms as products, evaluating architecture, scalability, roadmap credibility, data assets, and market position.
• Assess enterprise technology estates in a transaction context, including core platforms, integration layers, and manual workarounds.
• Size and evidence technology debt, end-of-life platforms, single points of failure, key-person dependency, and deferred remediation.
• Assess cybersecurity and operational resilience proportionate to the deal, including identity and access, vulnerability management, third-party exposure, incident history, and regulatory expectations.
• Assess data architecture, data quality, and data platforms to ensure they support projected reporting, analytics, and client demands.
• Evaluate AI deployment, including what is working, what is a pilot, and its potential impact on cost base, product, or competitive position.
• Support integration and separation planning from pre-signing through Day 1, including deal impact assessment, Day 1 close requirements, and operating model changes.
• Own the technology content of integrations or separations, including application and infrastructure integration/disentanglement, data migration, network, identity, and end-user computing.
• On carve-outs, define the standalone technology and operations footprint, cost, draft TSA schedules, and plan exits.
• Build and maintain synergy and cost models, including technology and operations synergies, one-off costs, stranded costs, and benefit realization.
• Support Day 1 mobilization and the integration management office, including workstream structure, decision cadence, and milestone tracking.
• Face off with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs.
• Prepare and run cross-functional workshops and management sessions.
• Write deliverables that are structured, evidenced, and concise.
• Support business development efforts, including proposals, client pitches, and thought leadership.
• Mentor and develop associates and interns, and promote knowledge sharing.

Benefits

• Competitive base salary
• Profit share scheme
• 25 days annual leave plus bank holidays
• Flexible benefits including private health insurance, life insurance, and income protection
• Comprehensive training and development programmes
• Support for professional qualifications such as the CFA and IMC

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed