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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 deliver targeted assessments of technology risk, value creation potential, and operational resilience, enabling investors and corporate clients to make well-informed transaction decisions. The chosen hire will help define how we take this capability to market, shape our service offerings and delivery approach, and build the team. From day one, you will carry real client responsibilities and have a direct hand in determining the success of the practice.

Responsibilities

Support 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.
Support development of integration or separation strategies, governance frameworks, and Day 1 readiness plans.
Support Day 1 planning and mobilization, establishing workstream structure, setting priorities, decision-making cadence, and early milestones.
Build and maintain financial models for synergy opportunities, quantifying integration costs and benefit realization.
Support workshops with cross-functional teams to validate assumptions and ensure financial models reflect integration realities.
Evaluate standalone operating model impacts across IT and business functions and assess TSA requirements and exit planning considerations for carve-outs.
Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design.
Face off with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs.
Support cross-functional client workshops throughout the merger process, develop pre-workshop materials and stakeholder questionnaires, and own post-meeting action items and follow-ups.
Develop clear and structured executive presentations with crisp narratives, using structured storylines and data-driven insights.
Support business development efforts, including proposals, client pitches, and thought leadership.
Mentor and develop associates and interns; promote knowledge sharing across the team.
Support targeted technology and operations due diligence engagements, including assessment of enterprise technology environments, architecture, and operational resilience.
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

Relevant experience in integration and separation planning or large transformational programs within financial services.
Experience in the Financial Services industry is essential, including a strong understanding of the sector’s value chain, key market participants, and emerging trends, along with specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem.
Advanced Excel proficiency, including building cost / benefit financial models and developing financial bridges and synergy dashboards.
Strong track record of supporting large transformation programs and/or supporting IT / Operational or Business Functional workstreams independently.
Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights.
Proven experience working with senior clients and/or business owners.
Strong understanding of financial services operating models, technology landscapes, and regulatory considerations.
Familiarity with technology or operational due diligence is advantageous.

Skills

Integration and separation planning
Large transformational programs
Financial services industry
Excel proficiency
Financial modeling
Synergy quantification
Client workshop facilitation
Executive presentation development
Business development support
Mentoring
Knowledge sharing
Technology due diligence
Operations due diligence
AI
Data platforms
Emerging technologies

Location

London

Work Type

Full-time

Experience Level

Associate (1.5+ years)
Senior Associate (3+ 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, including 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.