Commercial Due Diligence Engagement Lead and Director

Alpha FMC

Commercial Due Diligence Associate / Senior Associate New York   About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Commercial Due Diligence (CDD) offering within the Strategy & Deals team and are seeking experienced professionals to support high-profile buy-side and sell-side engagements for Private Equity investors and corporate clients. Our engagements deliver rigorous market, competitive, and commercial insight — enabling investors to make well-informed transaction decisions.   Level Guidance We are open at both the Associate and Senior Associate level, depending on candidate experience: * Associate (A):1+ years of relevant experience. * Senior Associate (SA): 3+ years of relevant experience.   Key Responsibilities The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of workstream and client delivery. Engagements * Lead individual workstreams within CDD and growth-strategy projects, including market sizing, competitor benchmarking, and customer/expert research. * Manage and analyze qualitative and quantitative data sets (market data, financials, interviews, surveys) to develop actionable, investor-grade insights. * Support hypothesis development and contribute to client deliverables with clear, compelling storylines that stand up to IC scrutiny. * Integrate data-driven and AI-supported analytics to enhance speed and depth of insight.   Client & Stakeholder Management * Engage directly with clients and expert networks to gather market intelligence. * Support client communications such as engagement updates and responding to requests. * Structure and present conclusions clearly to both technical and non-technical audiences.   Team & Practice * Supervise and coach junior team members, ensuring high-quality outputs and knowledge sharing. * Contribute to internal knowledge development and business development efforts, including proposals and thought leadership.   What We're Looking For * 1+ to 3+ years of relevant experience in commercial due diligence (see Level Guidance above.) * MBA preferred (or equivalent advanced degree/experience) for Senior Associates. * Strong analytical and problem-solving skills; comfort with both qualitative and quantitative analysis. * Excellent communication skills (written and verbal), with the ability to distill complex findings into clear insights. * Ability to thrive in a fast-paced, project-based environment with tight deadlines. * Interest in financial services and private equity transactions. * Familiarity with adjacent workstreams, such as operational due diligence and value creation, is advantageous.   What We Offer * Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors. * Entrepreneurial, collaborative environment with significant responsibility early on. * Ability to work on projects for clients across North America and Europe. * Lower client-travel requirements than traditional consulting firms. * Competitive salary with annual profit-sharing opportunity and a clear path for career progression. * 401(k) matching. * 25 days of annual paid time off. * Supplemented medical, dental, and vision coverage. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $105,000 to $195,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Alpha FMC

Engagement Lead / Engagement Director, New York Technology Due Diligence | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Level Guidance We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience: * Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services * Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services and managing senior client relationships. Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development. Engagements * Lead technology due diligence engagements end-to-end, forming a clear view of a target’s technology platforms, architecture, and development practices, and translating technical findings into actionable commercial and investment insights that inform deal strategy. * Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis. * Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions. * Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making. * For fintech and software platform targets, evaluate the product architecture, data assets, and platform scalability alongside the commercial value of the product in the market. * Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations. * Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure Client & Stakeholder Management * Build and maintain trusted relationships with senior client stakeholders, including private equity investment teams, CFOs and CTOs * Structure and present conclusions clearly to both technical and non-technical audiences. Team & Practice * Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. * Support business development efforts, including proposals, client pitches, and thought leadership. What We’re Looking For * 7 to 10+ years of relevant experience (see Level Guidance above). * Strong track record of delivering technology-focused due diligence within financial services. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience leading teams and client relationships at a senior level. * Demonstrable depth in emerging technology (e.g., AI, GenAI, data platforms), combined with the ability to connect technical findings to commercial strategy, product competitiveness, and investment outcomes. * Familiarity with adjacent workstreams — such as operational due diligence or integration planning — is advantageous.   What We Offer * Competitive salary with annual profit-sharing opportunity * 401k matching * 25 days of annual paid time off * Supplemented medical, dental and vision coverage * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC * Opportunity to shape Alpha’s AI and technology due diligence capability.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $230,000 to $330,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Alpha FMC

Engagement Lead / Engagement Director, London Technology Due Diligence |  Strategy & Deals |  Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Level Guidance We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience: * Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services * Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services and managing senior client relationships. Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development. Engagements * Lead technology due diligence engagements end-to-end, forming a clear view of a target’s technology platforms, architecture, and development practices, and translating technical findings into actionable commercial and investment insights that inform deal strategy. * Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis. * Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions. * Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making. * For fintech and software platform targets, evaluate the product architecture, data assets, and platform scalability alongside the commercial value of the product in the market. * Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations. * Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure Client & Stakeholder Management * Build and maintain trusted relationships with senior client stakeholders, including private equity investment teams, CFOs and CTOs * Structure and present conclusions clearly to both technical and non-technical audiences. Team & Practice * Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. * Support business development efforts, including proposals, client pitches, and thought leadership. What We’re Looking For * 7 to 10+ years of relevant experience (see Level Guidance above). * Strong track record of delivering technology-focused due diligence within financial services. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience leading teams and client relationships at a senior level. * Demonstrable depth in emerging technology (e.g., AI, GenAI, data platforms), combined with the ability to connect technical findings to commercial strategy, product competitiveness, and investment outcomes. * Familiarity with adjacent workstreams — such as operational due diligence or integration planning — is advantageous.   What We Offer * Competitive salary with annual profit-sharing opportunity * 401k matching * 25 days of annual paid time off * Supplemented medical, dental and vision coverage * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC * Opportunity to shape Alpha’s AI and technology due diligence capability.