Tech PE Associate — Value Creation & Integration

Alvarez & Marsal; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off

Parental leave

Job summary

Alvarez & Marsal in Chicago is seeking a seasoned consultant to join our Private Equity Performance Improvement Services team. You will lead analyses, develop financial models, and drive cost optimization initiatives across portfolio companies.

The role requires a Bachelor's degree and 2–4+ years in consulting with buy-side/sell-side diligence, M&A and integration planning, plus strong Excel and PowerPoint skills; travel up to 25% is expected.

Qualifications

• Bachelor's degree with outstanding academic performance.
• 2-4+ years of professional consulting experience with software and technology-oriented clients.
• Experience leading work streams in a business transformation.
• Functional involvement in Finance, Accounting, HR, and Organizational Design.
• Strong Excel and PowerPoint skills; excellent communication abilities.

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

Communication skills

Stakeholder engagement

Leadership

Business transformation

Education

Bachelor's degree

Tools

Salesforce

Job description

Alvarez & Marsal in Chicago is seeking a seasoned consultant to join our Private Equity Performance Improvement Services team. You will lead analyses, develop financial models, and drive cost optimization initiatives across portfolio companies.

The role requires a Bachelor's degree and 2–4+ years in consulting with buy-side/sell-side diligence, M&A and integration planning, plus strong Excel and PowerPoint skills; travel up to 25% is expected.