Tech CDD Senior Associate — Transaction Value Builder

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

Benefits offered by this job

Discretionary bonus

Health benefits

401(k)

Job summary

Alvarez & Marsal (A&M) is seeking a Commercial Due Diligence specialist to join the Private Equity Performance Improvement – Technology Industry Group, serving high‑growth technology clients.

You will own client deliverables, lead market analyses, design surveys, and deliver high‑quality reports, with travel up to 25%.

The role requires 3–5+ years in tech‑focused CDD with strong Excel and PowerPoint skills and a track record of delivering buy‑side and sell‑side projects.

Qualifications

• Bachelor's degree with outstanding academic performance.
• 3–5+ years of consulting experience with software and technology‑oriented buy‑side and sell‑side commercial due diligence.
• Strong analytical and problem‑solving skills, synthesizing complex data into actionable insights.
• Experience leading workstreams in CDD, with excellent written and verbal communication and strong presentation skills.
• Proficiency in bottom‑up and top‑down market sizing, owning market models from day one.
• Experience with survey analysis, questionnaire design, data analysis, and slide development.
• Technology sector experience in M&A and performance improvement.
• Willing to travel up to 25%.

Responsibilities

• Prepare major client deliverables, including full ownership of the market model and specific workstreams with limited support.
• Lead detailed analyses to support project objectives and client needs.
• Structure and deliver workstreams to ensure successful execution of commercial due diligence projects, collaborating with the CDD leadership team.
• Design, manage, and analyze complex surveys; proficiency with Tableau or BI tools is a plus.
• Gather data through desktop research, expert interviews, and surveys.
• Conduct in-depth analyses to uncover transaction risks and identify post‑transaction value opportunities.
• Work with cross‑functional project teams and collaborate with other due diligence workstreams such as ODD, ITDD, FDD, or TaxDD.
• Deliver high‑quality reports on key topics in a timely manner.

Skills

Analytical thinking

Communication skills

Team collaboration

Travel readiness

Education

Bachelor's degree

Outstanding academic performance

Tools

Tableau

Excel

PowerPoint

Job description

Alvarez & Marsal (A&M) is seeking a Commercial Due Diligence specialist to join the Private Equity Performance Improvement – Technology Industry Group, serving high‑growth technology clients.

You will own client deliverables, lead market analyses, design surveys, and deliver high‑quality reports, with travel up to 25%.

The role requires 3–5+ years in tech‑focused CDD with strong Excel and PowerPoint skills and a track record of delivering buy‑side and sell‑side projects.