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About the Role

Alpha FMC is expanding its Technology Due Diligence offering within the Strategy & Deals team and is seeking experienced professionals to lead high-profile buy-side and sell-side engagements. These engagements will deliver targeted assessments of technology risk, value creation potential, and operational resilience to inform transaction decisions. The chosen hire will help define the capability's market approach, shape service offerings, and build the team.

Responsibilities

Lead pre-deal integration and separation planning engagements, developing a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT.
Design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments.
Build integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset.
Lead Day 1 planning and mobilization, establishing the workstream structure, priorities, decision-making cadence, and early milestones required to support the client and drive the deal to a successful Close.
Assess IT and Operations synergy opportunities and quantify integration cost and benefit cases, translating findings into actionable recommendations for deal teams and leadership.
For carve-outs, evaluate standalone operating model impacts across IT and business functions and assess TSA requirements and exit planning considerations.
Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design.
Build and maintain trusted relationships with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs.
Structure and present conclusions clearly to both technical and non-technical audiences, ensuring insights are commercially grounded and decision-ready.
Lead and facilitate cross functional client workshops throughout the merger process, driving alignment across stakeholders on operating model design and integration decisions.
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.
Assess enterprise technology environments, architecture, and operational resilience in the context of a transaction thesis.
Identify IT and operational risks, standalone cost implications, and integration considerations relevant to deal execution.
Contribute technical and operational findings to broader deal team workstreams.

Requirements

7+ years of relevant experience in integration and separation planning, design, or post-merger transformation within financial services.
Experience in the Financial Services industry is essential, including a solid understanding of the sector’s value chain, key market participants, and emerging trends, along with deep specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem.
Strong track record of leading pre-deal and early post-close workstreams across IT and business functions, with experience designing operating models and mobilizing deal transaction programs.
Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights.
Proven experience leading teams and managing senior client relationships.
Solid understanding of financial services operating models, technology landscapes, and regulatory considerations.
Familiarity with technology or operational due diligence is advantageous.

Skills

Integration planning
Separation planning
Post-merger transformation
Technology Due Diligence
Strategy & Deals
IT and business workstreams
Target operating models
Integration blueprints
Separation blueprints
Governance frameworks
Day 1 readiness plans
Day 1 planning
Mobilization
Synergy assessment
Cost-benefit analysis
Carve-out evaluation
TSA requirements
Exit planning
AI
Data platforms
Emerging technologies
Client relationship management
Stakeholder management
Workshop facilitation
Team leadership
Business development
Proposal writing
Client pitching
Thought leadership
Enterprise technology assessment
Architecture assessment
Operational resilience assessment
Risk identification
Standalone cost analysis
Integration considerations
Analytical skills
Problem-solving skills
Communication skills

Location

London

Work Type

Full-time

Experience Level

Engagement Lead (7+ years)
Engagement Director (10+ years)

Salary/Compensations

Competitive base salary with profit share scheme

Benefits

25 days annual leave plus bank holidays
Flexible benefits including private health insurance, life insurance, and income protection
Comprehensive training and development programs
Support for professional qualifications such as the CFA and IMC

About the Company

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.
Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation is a strategic priority.