Senior Associate/ Director (m/f/d), Private Equity Performance Improvement – Financial Services

Alvarez & Marsal; München; Vor Ort; EUR 90.000 - 150.000; Vollzeit

Zusammenfassung

Alvarez & Marsal in Munich, Germany, seeks a Senior Associate / Director (m/f/d) for the Private Equity Performance Improvement team focused on Financial Services. You will support leadership in advising PE funds, financial institutions, and portfolio companies across the transaction lifecycle with practical, results-driven insights.

Join a collaborative, merit-based environment where senior resources and hands-on delivery shape strategy and value creation for FS clients, while your development

Qualifikationen

• Strong analytical and problem-solving capabilities with ability to translate FS data into insights.
• Collaborative, non-hierarchical teamwork across deal teams and portfolio companies.
• Objective, fact-based mindset with understanding of FS value drivers.
• High integrity and strong personal values that build trust with colleagues and clients.

Aufgaben

• Lead and deliver Commercial Due Diligence and value creation projects for private equity clients in FS.
• Generate actionable insights on market dynamics, revenue growth, and profitability improvements.
• Support go-to-market and growth strategy development for FS portfolio companies.
• Drive business development efforts and strengthen A&M's positioning in FS CDD and PEPI engagements.
• Build and maintain relationships with private equity sponsors and FS management teams.
• Contribute to development of FS-specific methodologies, sector insights, and thought leadership.
• Support recruitment, team development, and foster a collaborative hi‑performance culture.

Kenntnisse

Analytical skills

Team player

Fact-based mindset

Integrity

German & English

Jobbeschreibung

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Description

Senior Associate / Director (m/f/d) within A&M’s Private Equity Performance Improvement (PEPI) with a focus on Financial Services practice. You will support the leadership team in advising leading private equity funds, financial institutions, and their portfolio companies on strategic and operational decisions throughout the transaction lifecycle. Drawing on A&M’s deep operational experience and senior resources, you will play a key role in delivering high‑impact projects across the financial services sector.

The Team

As part of PEPI, you will work with a team that partners with private equity sponsors and financial services management teams.

How You Will Contribute

• Lead and deliver Commercial Due Diligence and value creation projects for private equity clients in the financial services sector


• Generate actionable insights on market dynamics, revenue growth, and profitability improvement opportunities


• Support go‑to‑market and growth strategy development for FS portfolio companies


• Drive business development efforts, strengthening A&M’s positioning in FS CDD and PEPI engagements


• Build and maintain strong relationships with private equity sponsors and FS management teams


• Contribute to the development of FS‑specific methodologies, sector insights, and thought leadership


• Support recruitment, team development, and motivation, contributing to a collaborative and high‑performance culture

Qualifications

• Strong analytical and problem‑solving skills, with relevant experience in a consultancy and the ability to translate complex financial services data into actionable insights


• Hands‑on, non‑hierarchical team player, fostering collaboration across deal teams, portfolio companies, and functional experts


• Objective, fact‑based mindset with a solid understanding of FS value drivers and key industry trends


• High integrity and strong personal values, building trust with colleagues and clients


• Fluent in German and English (written and spoken), with the ability to operate in international FS settings

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritise an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.

We prioritise your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favourite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals.