ForgeApply
Try it free

ForgeApply · Job listing

Tech Due Diligence Associate/Senior Associate, New York

Alphafmcroles

New York, US$105k – $195konsiteOther

Apply in about a minute — without sacrificing quality.

ForgeApply autofills this application and tailors your resume to this exact posting. You review everything before it's sent. Free trial, no card required.

About this role

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.

Ready to apply to Alphafmcroles?

Apply in about a minute

Similar jobs