Tech PE Strategy Associate — Growth & Integration

Alvarez & Marsal

New York (NY)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Discretionary bonus

Job summary

Alvarez and Marsal seeks an Associate in the Technology Industry Group - Private Equity to support performance improvement, synergy reviews, and Day 1 readiness across deals. You will own financial models, lead analyses, and design cost-optimization initiatives for tech-oriented portfolios.

The role requires 2–4+ years in consulting with software/tech clients, strong Excel/PowerPoint, and readiness to travel up to 25%.

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.
  • Leading detailed analyses to support project objectives and client needs.
  • Design and implement tailored cost optimization initiatives for each business.
  • Lead workstreams such as synergy assessment, cost savings, org design, and financial baseline.
  • Assist in due diligence and performance improvement to identify risks and analyses.
  • Develop project plans, timelines, and deliverables aligned with client objectives.
  • Support business development with proposals and client presentations.
  • Willing to travel up to 25%.

Skills

Advanced Excel
PowerPoint skills
Strong communication
Leadership
Knowledge management
Program leadership
Team player
M&A experience

Education

Bachelor's degree

Tools

Salesforce
Marketing
Pricing
Margin optimization

Job description

Alvarez and Marsal seeks an Associate in the Technology Industry Group - Private Equity to support performance improvement, synergy reviews, and Day 1 readiness across deals. You will own financial models, lead analyses, and design cost-optimization initiatives for tech-oriented portfolios.

The role requires 2–4+ years in consulting with software/tech clients, strong Excel/PowerPoint, and readiness to travel up to 25%.

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