
Alpha FMC · New York
Associate / Senior Associate, New York Technology Due Diligence | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a lea...
Associate / Senior Associate, 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 Associate and Senior Associate level, depending on candidate experience:
Key Responsibilities
The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of client engagement
delivery.
Engagements
topics: technology platforms, architecture, and development practices, and translating technical findings into actionable
commercial and investment insights that inform deal strategy.
the context of the transaction thesis.
ambitions.
the commercial value of the product in the market.
cost adjustments for IT expenditure
Client & Stakeholder Management
Team & Practice
What We’re Looking For
insights.
findings to commercial strategy, product competitiveness, and investment outcomes.
What We Offer
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 $105,000 to $195,000 subject to
change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable
benefits.
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.
ABOUT US Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world’s best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analysing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We’ve scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig Åberg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. * We lean in: ownership over titles, outcomes over intentions. * We fight for excellence: high standards, direct, ego-free feedback. * We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you’re driven by impact, pace, and raising the bar. This is the place. What you’ll be doing Let's get the tricky part out of the way: this role doesn't fit neatly into a traditional box. It's part legal ops, part product specialist, part solutions architect, and part client whisperer. If you enjoy roles that stay static, this probably isn't it. Your mission is to help our clients, some of the most prestigious law firms in the world, get the absolute most out of our platform. Some of what you'll be up to: * Acting as a thought partner to law firm partners, associates, and innovation teams - building trusted relationships, addressing tricky pain points, and identifying high-value opportunities for them to scale their use of Legora across practice groups. * Working together with Go To Market and Engagement in taking full ownership of firm relationships - from running pilots with key practice areas, to onboarding new associates and partners, and ultimately guiding full-firm adoption across global law firms. * Be the voice of law firm users inside Legora - sharing insights from M&A teams, litigation departments, and other practice groups that directly inform product development, roadmap priorities, and strategic direction. * Delivering clear, confident product demos and training that bring the power of our platform to life - whether you're presenting to a single practice group or rolling out firm-wide. * Documenting best practices from leading firms, contribute to the development of scalable playbooks, and help shape how we grow this function globally. * Confidently helping law firms navigate one of the biggest shifts in how legal services are delivered - from evaluating the ROI and competitive advantage of AI to clearly mapping how AI will impact different practice areas, from corporate to disputes. What you bring You come from the world of Big Law; but you've never been content with how things have always been done. You may have trained and practised at a top-tier law firm, experiencing first-hand the pressures of billable hours, client demands, and operational inefficiencies. Perhaps you've moved into legal innovation, knowledge management, or legal tech within a firm. Maybe you've even left private practice to disrupt the status quo through a legal tech company, or ventures of your own. Either way, you know how law firms think, work, and (sometimes) struggle and you're ready to help them level up with technology. You'll thrive in this role if you: * Have a background in law, with experience at a top-tier law firm - ideally across multiple practice areas or with exposure to firm-wide initiatives. * Are tech-curious and product-savvy. Not necessarily a coder, but passionate about navigating technical conversations, especially around things like generative AI, technology implementation, innovation and productivity. * Communicate clearly and confidently with diverse stakeholders, from senior partners to graduate trainees, and from lawyers to engineers. I.e. translating across disciplines is second nature to you. * Bring structure to ambiguity and energy to complexity; and enjoy being the calm, credible presence in a fast-moving environment. * Understand how to evaluate and improve existing processes as a direct result of new and emerging technologies - whether that's streamlining due diligence, contract review, or legal research. * Are proactive, self-directed, and comfortable juggling multiple firm relationships at once. * Care deeply about quality, but don't get stuck in perfectionism - you get things done, and you make them better over time. * Understand the commercial realities of law firm life: billing pressures, client expectations, competitive positioning, and the delicate balance between innovation and risk management. A few more things We're a fast-growing company with bold ambitions, so you'll be joining at a time when things are moving quickly - in the best possible way. You'll have a lot of autonomy, a lot of responsibility, and the chance to genuinely shape how this function evolves. Everyone here has a founder-mentality. If that sounds exciting rather than terrifying, we'd love to hear from you. Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We’re proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don’t discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.
ABOUT US Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world’s best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analysing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We’ve scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig Åberg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. * We lean in: ownership over titles, outcomes over intentions. * We fight for excellence: high standards, direct, ego-free feedback. * We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you’re driven by impact, pace, and raising the bar. This is the place. What you’ll be doing Let's get the tricky part out of the way: this role doesn't fit neatly into a traditional box. It's part legal ops, part product specialist, part solutions architect, and part client whisperer. If you enjoy roles that stay static, this probably isn't it. Your mission is to help our clients, some of the most prestigious law firms in the world, get the absolute most out of our platform. Some of what you'll be up to: * Acting as a thought partner to law firm partners, associates, and innovation teams - building trusted relationships, addressing tricky pain points, and identifying high-value opportunities for them to scale their use of Legora across practice groups. * Working together with Go To Market and Engagement in taking full ownership of firm relationships - from running pilots with key practice areas, to onboarding new associates and partners, and ultimately guiding full-firm adoption across global law firms. * Be the voice of law firm users inside Legora - sharing insights from M&A teams, litigation departments, and other practice groups that directly inform product development, roadmap priorities, and strategic direction. * Delivering clear, confident product demos and training that bring the power of our platform to life - whether you're presenting to a single practice group or rolling out firm-wide. * Documenting best practices from leading firms, contribute to the development of scalable playbooks, and help shape how we grow this function globally. * Confidently helping law firms navigate one of the biggest shifts in how legal services are delivered - from evaluating the ROI and competitive advantage of AI to clearly mapping how AI will impact different practice areas, from corporate to disputes. What you bring You come from the world of Big Law; but you've never been content with how things have always been done. You may have trained and practised at a top-tier law firm, experiencing first-hand the pressures of billable hours, client demands, and operational inefficiencies. Perhaps you've moved into legal innovation, knowledge management, or legal tech within a firm. Maybe you've even left private practice to disrupt the status quo through a legal tech company, or ventures of your own. Either way, you know how law firms think, work, and (sometimes) struggle and you're ready to help them level up with technology. You'll thrive in this role if you: * Have a background in law, with experience at a top-tier law firm - ideally across multiple practice areas or with exposure to firm-wide initiatives. * Are tech-curious and product-savvy. Not necessarily a coder, but passionate about navigating technical conversations, especially around things like generative AI, technology implementation, innovation and productivity. * Communicate clearly and confidently with diverse stakeholders, from senior partners to graduate trainees, and from lawyers to engineers. I.e. translating across disciplines is second nature to you. * Bring structure to ambiguity and energy to complexity; and enjoy being the calm, credible presence in a fast-moving environment. * Understand how to evaluate and improve existing processes as a direct result of new and emerging technologies - whether that's streamlining due diligence, contract review, or legal research. * Are proactive, self-directed, and comfortable juggling multiple firm relationships at once. * Care deeply about quality, but don't get stuck in perfectionism - you get things done, and you make them better over time. * Understand the commercial realities of law firm life: billing pressures, client expectations, competitive positioning, and the delicate balance between innovation and risk management. A few more things We're a fast-growing company with bold ambitions, so you'll be joining at a time when things are moving quickly - in the best possible way. You'll have a lot of autonomy, a lot of responsibility, and the chance to genuinely shape how this function evolves. Everyone here has a founder-mentality. If that sounds exciting rather than terrifying, we'd love to hear from you. Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We’re proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don’t discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.