Tech Due Diligence Engagement Lead/ Director, New York

Alpha FMC

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: * Associate (A): 1.5+ 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 client engagement delivery. Engagements * Support technology due diligence engagements end-to-end, taking responsibility over owning sections of the report; covering topics: 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 * Support client account development through excellence in delivery. * Take lead on client communications such as engagement updates and responding to requests. * 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 * 1.5+ to 3+ 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 on technology due diligence engagements. * 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   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.

Alpha FMC

Commercial Due Diligence Engagement Lead / Engagement Director 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) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions.   Tenure Guidance * Engagement Lead (EL): 7–10 years of relevant experience, with exposure to M&A transactions and team leadership. * Engagement Director (ED): 10+ years of relevant experience, with extensive subject-matter expertise, client ownership, and strategic advisory experience. * Responsibilities are structured to allow candidates to position themselves at the appropriate level based on experience, subject-matter depth, and deal ownership.   Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice-level contribution, and will have a higher expectation for business development activities.   Engagements * Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy. * Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value. * Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights. * Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning). * Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.   Client & Stakeholder Management * Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation. * Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables. * Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.   Team & Practice * Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams. * Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.   What We're Looking For * 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level (see Tenure Guidance above). * Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions. * Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services. * Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning. * Proven ability to translate commercial findings into investment-grade insights and recommendations. * Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives. * Experience managing teams and mentoring high-performing consultants. * MBA preferred (or equivalent advanced degree/experience).   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. * 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: $230,000 to $330,000 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.

Parloa

ABOUT PARLOA Parloa’s mission is to make every customer conversation feel effortless for both customers and the companies serving them. As agentic AI accelerates, Parloans are shaping the foundation of a new era in customer experience, one where customer support is no longer transactions, but meaningful exchanges. It is not just a vision; Parloa has powered over ONE BILLION interactions between global enterprise brands and their customers, with companies like Booking.com, HealthEquity, Allianz, SAP, BarmeniaGothaer, and TUI already deploying Parloa at scale. ABOUT THE ROLE: Parloa is building the AI platform that enterprises trust with their most important conversations. That trust starts with security — and we need someone to own it entirely. As Director of Security, you won't just manage a team. You'll shape how a fast-scaling AI company thinks about security from the ground up: building the strategy, the culture, and the systems that protect our platform, our customers, and the data they entrust to us. You'll lead our SecOps team within Tech Platform, partner across IS&T and Internal IT, and be the person our customers look to when they need confidence that Parloa takes security as seriously as they do. This is a builder role. If you want to define what security looks like at an AI-native company — not inherit someone else's playbook — this is it. AREAS OF OWNERSHIP: * Define and execute the product and platform security strategy — building the programs, tooling, and practices that scale with a fast-growing AI platform. * Lead and grow the security team — hiring exceptional talent, developing senior leaders, and fostering a culture where security is every engineer's responsibility. * Own application security across the SDLC — embedding secure coding practices, SAST/DAST/SCA tooling, threat modeling, and architectural security reviews into engineering workflows, enabling velocity without compromising safety. * Design and implement security architectures for cloud-native applications, Kubernetes workloads, and CI/CD pipelines. * Build and run the detection and response program — developing threat detection capabilities, tuning alerting and telemetry, and leading incident investigations, containment, and postmortems with technical rigor. * Drive cloud security posture across our AWS/GCP infrastructure, covering identity and access, network segmentation, secrets management, and infrastructure-as-code security. * Be Parloa's product security voice in customer engagements — fielding security questionnaires, supporting enterprise due diligence, and translating technical posture into customer confidence. * Advance AI-specific security practices — securing LLM pipelines, model interactions, prompt injection surfaces, and data handling across the platform. * Collaborate with IS&T on shared boundaries — coordinating on incident escalation, identity systems, and compliance requirements where product and corporate security intersect, without duplicating ownership. * Establish security metrics that matter — proving that product security posture is measurably improving, not just maintained. WHO YOU ARE: * 12+ years in security, with at least 5 years leading security teams, ideally in product or application security at a SaaS or platform company. * Deep hands-on experience securing cloud-native, containerized environments (AWS/GCP, Kubernetes) — you can still roll up your sleeves when it matters. * Strong application security background — you understand secure architecture, common vulnerability classes, and how to shift security left without slowing engineering down. * Proven detection & response expertise — you've built or significantly improved SOC/detection capabilities and led incident response in production environments. * Effective communicator across audiences — you can translate product security risk into business terms for executives and customers, and dive into technical detail with engineers. * Familiarity with compliance frameworks (SOC 2, ISO 27001) as they relate to product security controls — you've contributed to audits and customer security reviews, even if GRC ownership sits elsewhere. * Genuine curiosity about AI security — experience securing LLM-based systems is a strong plus, but a sharp instinct for emerging risk is what counts. OUR ENGINEERING VALUES: At Parloa, we hire, promote, and evaluate based on cultural and technical excellence. You’ll thrive here if you: * Earn Trust – act with transparency and reliability. * Obsess Over Customers – always start with the customer problem. * Think Big – set bold goals and pursue them fearlessly. * Have Integrity – do the right thing, especially when it’s hard. * Disagree & Commit – debate with candor, align fast, and deliver. * Own It – take full responsibility for outcomes, not just tasks. * Dive Deep – master the details without losing sight of the big picture. * Bias for Action – move fast, decide quickly, iterate fearlessly. * Deliver Value – measure success by customer and business impact. * Insist on the Highest Standards – raise the bar continuously. * Go the Extra Mile – make the impossible possible. * Hire & Elevate the Best – raise the bar with every hire   OUR RECRUITING PROCESS: Recruiter video call → Technical Peer Interview → Expert interview(s) → Bar Raiser   WHY PARLOA? We’re at the beginning of a new era in customer experience, one where AI doesn’t just respond, but understands, reasons, and takes action. We’re building agentic AI that enterprises trust with their most important customer moments: complex questions, high volumes, real stakes. When millions of people reach out to a brand, those interactions aren’t just support tickets; they’re defining experiences. We’re here to raise the standard: making every conversation seamless, intelligent, and genuinely helpful. If you care about shaping how businesses and customers connect at scale—and want your work to matter in real, everyday moments—this is where you do it. At Parloa, ownership isn’t a buzzword; it means being accountable for outcomes, not just tasks. We operate in a category that’s evolving fast, where the bar is high, and the problems are complex. We hire people who think in solutions, communicate with clarity, and follow through. People who are comfortable making decisions, taking responsibility, and raising the standard for themselves and those around them. We’ve grown beyond the earliest startup phase, but we’ve kept the intensity: fast execution, direct feedback, and a strong expectation to contribute meaningfully from day one. Backed by leading global investors like General Catalyst, EQT Ventures, and Altimeter Capital, we’re scaling with a clear ambition: to become the global category leader in enterprise-grade conversational AI.     ---------------------------------------------------------------------------------------------------------------------------------- Parloa is committed to upholding the highest data protection standards for our clients' and employees' data. All our employees are instrumental in ensuring the utmost care, GDPR, and ISO compliance, including ISO 27001, in handling sensitive information. Parloa is an e-verify employer in the USA. Please click here to learn more. * We provide equal opportunities to all qualified applicants regardless race, gender, sexual orientation, age, religion, national origin, disability status, socioeconomic background and other characteristics.