Tech Industry PE Associate: Diligence & Value Creation

Alvarez & Marsal; City of Rochester (NY); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

401(k) with discretionary contribution

Paid time off

Holidays & leave

Parental leave

Flexible spending accounts

Job summary

Alvarez & Marsal's Private Equity Performance Improvement Services team seeks a consulting professional to lead detailed financial analyses, develop financial baselines, and design tailored cost optimization initiatives for portfolio companies across sectors.

You will steer workstreams through due diligence, synergy assessments, and post‑close integration, coordinating with deal teams and clients to deliver actionable insights while advancing career growth through mentorship and international

Qualifications

• Bachelor's degree with outstanding academic performance.
• 3-5+ years of professional consulting experience with software and technology-oriented clients specializing in buy-side and sell-side operational due diligence, financial due diligence, synergy and carve-out assessments, performance improvement, transaction execution (merger integration, separation planning), TSAs, Day 1 Readiness, and post-close execution.
• Experience leading work streams in a business transformation.

Responsibilities

• Preparation of major client deliverables, including full ownership of the financial model and presentation with limited support by senior project team.
• Actively leading detailed analyses to support project objectives and client needs.
• Design and implement tailored cost optimization initiatives that align with the unique needs and strategic goals of each business.
• Lead workstreams, including but not limited to synergy assessment, cost savings initiatives, org design, financial baseline, etc.
• Assist in the core operational due diligence and performance improvement, helping identify key risks, assess the overall business and create key analyses to support the engagement.
• Develop project plans, timelines, and deliverables, ensuring alignment with client objectives and expectations.
• Support business development efforts by contributing to proposals and client presentations

Skills

Advanced Excel

PowerPoint

Salesforce

Stakeholder engagement

M&A experience

Team leadership

Travel willingness

Education

Bachelor's degree

Tools

MS Excel

PowerPoint

Salesforce

Job description

Alvarez & Marsal's Private Equity Performance Improvement Services team seeks a consulting professional to lead detailed financial analyses, develop financial baselines, and design tailored cost optimization initiatives for portfolio companies across sectors.

You will steer workstreams through due diligence, synergy assessments, and post‑close integration, coordinating with deal teams and clients to deliver actionable insights while advancing career growth through mentorship and international