Senior Associate, PEPI M&A & Performance Improvement

Alvarez & Marsal; San Francisco (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings plan

Paid time off

Job summary

Alvarez & Marsal is seeking a Senior Associate in the Private Equity Performance Improvement practice in San Francisco to drive M&A and integration workstreams. You will deliver value through financial modeling, data analysis, and cross-functional collaboration across deal lifecycle.

You will contribute to client engagements, lead workstreams, and advise on synergy capture, carve-out planning, and performance improvement initiatives while traveling up to 75% of the time.

Qualifications

• Excellent fact-gathering, analytical and problem-solving skills.
• 4-6+ years of professional experience in management consulting, investment banking, private equity, corporate development, with a demonstrated track record of M&A ideally with experience within the Professional Services space.
• Experience in integration / separation planning and execution a plus, but not required
• MBA preferred
• A commitment to promoting integrity, leadership and objectivity
• A hunger for a fast-paced environment that places a premium on results
• Initiative and drive
• Critical thinking skills
• Flexibility to travel at least 75% of time

Responsibilities

• Senior Associate-level responsibilities include providing service excellence by identifying key client business issues, overseeing workstreams and owning key client deliverables, driving cross-functional collaboration, and supporting client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.
• Leverage a strong technical and analytical toolkit, including advanced financial modeling for client deliverables developed, with expert Excel skills and the ability to structure and analyze large, complex datasets to drive insights and client decision-making.
• Strong oral and written communication skills with the ability to lead client interactions, facilitate working sessions, present findings to senior stakeholders, and translate complex analytical outputs into clear, actionable insights and executive-ready deliverables across integration, carve-out, and performance improvement engagements.
• Own and maintain key client deliverables throughout the engagement, including synergy and performance improvement models, separation and one-time cost models, integration and carveout trackers, and other workstream outputs, ensuring accuracy and executive-ready quality at every stage of the transaction lifecycle.
• Provide informal leadership by coordinating across workstreams, ensuring alignment on priorities and execution plans, maintaining consistency in approach and messaging, and supporting team development through coaching, feedback, and on-the-job guidance.

Skills

Analytical skills

Problem-solving

Leadership

Critical thinking

Initiative

Travel readiness

Education

MBA preferred

Job description

Alvarez & Marsal is seeking a Senior Associate in the Private Equity Performance Improvement practice in San Francisco to drive M&A and integration workstreams. You will deliver value through financial modeling, data analysis, and cross-functional collaboration across deal lifecycle.

You will contribute to client engagements, lead workstreams, and advise on synergy capture, carve-out planning, and performance improvement initiatives while traveling up to 75% of the time.