Deals Strategy & Value Creation, Technology

Responsibilities

As a Deals Senior Associate focused in Technology, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:

• Support the preparation of IT Due Diligence and Red Flag reports , covering IT strategy, infrastructure, architecture, financials, and operating models

• Assist clients and internal teams with carve-out and integration assessments , with a focus on IT planning and execution

• Analyze existing (“As-Is”) IT operating models and design future-state (“To-Be”) models aligned with business needs

• Contribute to technology PMO support for deals, focusing on execution planning, risk management, and governance

• Identify potential IT synergies, risks, and integration issues , and evaluate their impact on deal timelines and functional readiness

• Demonstrate strong domain knowledge across IT functions, systems, and infrastructure within M&A contexts

• Develop well-structured, analytical, and compelling client deliverables and reports

• Support business development efforts including proposal creation, capability building, and client presentations

• Own components of engagements and collaborate closely with team members to ensure timely and quality outcomes Research and analyze market and company-level technology insights to inform client recommendations

Requirements

• 3+ years of experience in M&A, IT consulting, or the IT function of a large organization

• Proven track record of working on Technology Due Diligence, IT assessments, or IT transformation projects, ideally within the Financial Services sector ( Banks, Fintech's, Insurance companies) is a plus

• Familiarity with technology carve-outs, integrations , and post-merger Day One readiness planning

• Experience in technology impleme nt ation or technology PMO within deal or transformation environments

• Broad understanding of the Financial Services ecosystem, including banking, fintech, or insurance, is a plus

• Strong knowledge of enterprise applications, tools, and infrastructure required to establish and scale IT functions

• Proficient with collaboration tools like Office 365

• Demonstrated ability to manage multiple projects within budget and timelines

• Excellent analytical and problem-solving skills, with an ability to extract insights and understand business drivers

• Confident communicator with ability to engage senior clients and stakeholders

• Self-starter with a strong desire to learn and grow in a high-performance team environment

• Familiarity with digital and technology-enabled solutions to enhance delivery

• Willingness to travel 40%–60% based on client needs, with flexibility to support cross-border engagements