Responsibilities

The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of project delivery.
Technology Due Diligence
Run technology due diligence workstreams end to end on buy-side and sell-side deals: scope the questions that matter to the investment thesis, interrogate the data room, lead management sessions with CTOs and engineering leaders, and write the report.
Form and defend a view on a target's technology application and platform landscape, architecture and integration patterns, hosting and infrastructure, engineering practice, and the condition of the underlying data.
Test whether the technology can carry the business plan: volume growth, new products, new markets, more assets under management, and say what it would cost to get there.
Translate technical findings into the language investors use: value at risk, value creation upside, cost to fix, and the two or three findings that would change the decision.
On sell-side and vendor diligence, build the technology story and make the estate defensible before a buyer tests it, pre-empting the questions the other side will ask.
Where the target is a fintech or software platform, assess the product as a product: architecture and scalability, multi-tenancy, roadmap credibility against engineering capacity, data assets, and the commercial position of the product in its market.
Assess enterprise technology estates in a transaction context: the core platforms this sector runs on (order management and portfolio accounting, custody and fund accounting, wealth and adviser platforms, policy administration, claims, broking), the integration layer around them, and the manual workarounds holding it together.
Size and evidence technology debt, end-of-life and unsupported platforms, single points of failure, key-person dependency, deferred remediation and set out what each means over the hold period.
Assess cyber security and operational resilience proportionately to the deal: identity and access, vulnerability management, third-party and supply chain exposure, incident history, and the regulatory expectations that apply to a regulated target.
Assess data architecture, data quality and data platforms, and whether the target can support the reporting, analytics and client demands the plan assumes.

Strategy and Deals New York- M&A Tech and Ops Associate and Senior Associate at Alphafmcroles · LumiJobs

Strategy and Deals New York- M&A Tech and Ops Associate and Senior Associate

Responsibilities

Qualification

Required

Benefits

Company

Alphafmcroles

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