Commercial Due Diligence & Corporate Strategy

Grade: Associate & Senior Associate

Location: New York (US)

About Alpha FMC

Alpha FMC is a leading global consulting firm focused exclusively on serving clients in the Financial Services sector. Our 1,500+ consultants work across 19 offices globally, combining deep FS sector expertise with high-quality consulting to support more than 970 clients across asset management, wealth management, insurance and broader financial services.

Our Strategy & Deals division advises senior executives, private equity investors and corporate deal teams on their most important strategic and investment decisions.

The opportunity

We are growing our Financial Services Strategy & Deals team and are seeking Associates and Senior Associates to work across two complementary areas:

Commercial due diligence: supporting private equity investors and corporate acquirers in evaluating investment opportunities through rigorous analysis of markets, customers, competitors, business plans, and commercial risks
Corporate strategy: advising CEOs, executive teams and business leaders on growth, market expansion, product strategy, operating model design and cost competitiveness

Alpha is a specialist consulting firm: consulting is our core business, and Strategy & Deals is a priority growth area. You will join a growing team with the opportunity to take meaningful responsibility early, work closely with senior colleagues and help shape the continued development of the practice.

Candidates with a strong preference for focusing on either commercial due diligence or corporate strategy should indicate their preference early in the process so we can shape our conversations accordingly.

Our work

We help the world's leading investors and financial institutions make some of their most important strategic and investment decisions. Our work spans the financial services sector, with a primary focus on asset management, wealth management, insurance, and fintech.

Our typical engagements include:

Conducting buy-side commercial due diligence for private equity and corporate investors
Supporting sell-side processes by developing an independent evidence base around market attractiveness, competitive positioning, and growth potential
Assessing business plans, revenue forecasts, and the opportunities and risks underpinning an investment thesis
Partnering with private equity investors and portfolio company management teams to accelerate growth and deliver value creation initiatives
Developing corporate, business-unit, and growth strategies for established financial institutions and scaling businesses
Assessing new markets, customer segments, products, and distribution opportunities
Reviewing propositions, commercial models, and competitive positioning

Key responsibilities

The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of workstream and client delivery.

Engagements

Lead individual workstreams within CDD and growth-strategy projects, including market sizing, competitor benchmarking, and customer/expert research.
Manage and analyse qualitative and quantitative data sets (market data, financials, interviews, surveys) to develop actionable insights.
Develop compelling, client-ready storylines and presentations.
Structure complex and open-ended client questions into clear, hypothesis-led analyses
Design and conduct primary and secondary research, including expert and customer interviews, surveys and analysis of market and company data.
Integrate data-driven and AI-supported analytics to enhance speed and depth of insight.

Client & Stakeholder Management

Engage directly with clients and external experts to gather market intelligence.
Work directly with client teams, management teams and investment professionals, including presenting findings and responding to challenges
Structure and present conclusions clearly to both technical and non-technical audiences.

Team & Practice

Collaborate effectively with colleagues across teams, functions, and geographies to deliver exceptional outcomes for clients and contribute to the success of the broader division.