Alphafmcroles

Integration and Carve out Associate and Senior Associate, New York

New York · Senior

Sponsorship not specified$105k-$195kDetected 57 days ago

Stakeholder ManagementBusiness DevelopmentFinancial ModelingExcelRecruitingCadenceCommunicationProblem SolvingPublic Speaking

About the role

Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation is a strategic priority.
From day one, you will carry real client responsibilities and have a direct hand in determining the success of the practice.
The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of project delivery.

Responsibilities

Support pre-deal integration and separation planning engagements, working with Engagement Leads to develop a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT.
Work with clients and internal teams to design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments.
Support development of integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset.
Support workshops with cross‑functional teams (Business, Operations and IT) to validate assumptions and ensure financial models reflect integration realities.
Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design.
Support cross functional client workshops throughout the merger process, develop pre-workshop materials and stakeholder questioners. Own post-meeting action items and follow ups.
Develop clear and structured executive presentations with crisp narratives, using structured storylines and data driven insights.
Support business development efforts, including proposals, client pitches, and thought leadership.
Mentor and develop associates and interns; promote knowledge sharing across the team.
Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC

Requirements

Relevant experience in integration and separation planning or large transformational programs within financial services.
Strong track record of supporting large transformation programs and/or supporting IT / Operational or Business Functional workstreams independently.
Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights.
Proven experience working with senior clients and/or business owners.
Strong understanding of financial services operating models, technology landscapes, and regulatory considerations.
Familiarity with technology or operational due diligence is advantageous.

Compensation

$105,000 to $195,000 and is subject to change based on salary benchmarking.
In addition to this salary, employees would be eligible for both variable and non-variable benefits.
The base salary range for this position is: $105,000 to $195,000 and is subject to change based on salary benchmarking.

Benefits

Competitive salary with annual profit-sharing opportunity
25 days of annual paid time off
Supplemented medical, dental and vision coverage
In addition to this salary, employees would be eligible for both variable and non-variable benefits.
Build and maintain financial models for synergy opportunities, quantifying integration costs and benefit realization to support strategic decision making.

Company info

Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry.
Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services.
We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements.

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