private equity associate

Bain Capital

<div>
 
 Role:
 
 Portfolio Management Associate, Bain Capital Real Estate
 
 
 
 Location:
 
 Boston, MA
 
 
 
 Bain Capital Overview
 
 
 
 With approximately $205 billion of assets under management, Bain Capital is one of the world&rsquo;s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth &amp; Venture, Capital Solutions, Credit &amp; Capital Markets, and Real Assets. Today, our team includes 1,950+ employees in 24 offices on four continents.
 
 
 
 We partner differently to help people and companies embrace possibility and realize potential.
 
 Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
 
 
 
 Our people are the heart of our advantage.
 
 Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.
 
 
 
 Real Estate Overview
 
 
 
 Since 2010, senior members of the Bain Capital Real Estate (&ldquo;BCRE&rdquo;) team have refined a thematic and nimble business model, focused on thesis-driven and resilient portfolio construction, designed to capture long-term demand growth and changing customer needs and preferences for real estate. Our team, which is led by Ryan Cotton, Partner, and comprises over 100 dedicated professionals, has been thoughtfully constructed to capture market opportunities at scale. To date, our strategy has been utilized for the acquisition of over 600 assets with total equity commitments of $9.8 billion. This includes, but is not limited to, acquisitions across BCRE Fund I ($1.5 billion, 2018 vintage), BCRE Fund II ($3.0 billion, 2020 vintage), the BCRE Life Science Fund (~$800 million, 2021 vintage), and BCRE Fund III (Raising, 2023 vintage) value add-plus real estate funds focused predominantly on thematic investments in North America. We believe that while our business model is built to succeed in a broad range of environments, it is particularly well suited for the current period of volatility, with distress likely to create attractive deal flow over the near to medium term.
 
 
 Averaging over 20 years of applicable experience, Bain Capital Real Estate&rsquo;s 13 Partners and Managing Directors have long and varied careers creating and managing innovative real estate and private equity investment platforms across an array of investment environments. Our senior team approaches decision-making with their expertise in acquisitions, asset management, portfolio management, financing, investment sales, investment banking, financial reporting, legal, engineering, and development management, in mind. They also have direct lines into long-time industry leaders as well as up-and-coming real estate players across a variety of asset classes and specialties. The team draws upon this foundation of complementary expertise and experience to source opportunities, drive value, and mitigate risk. As part of Bain Capital, the real estate team leverages the collective scale, experience, and network of the firm&rsquo;s global platform to augment sourcing efforts as well as to deepen insights and understanding of underlying secular themes driving demand and changing customer needs and desires across sectors germane to its current portfolio as well as future investment themes.
 
 
 
 BCRE Portfolio Management
 
 
 
 The Portfolio Management (PM) team is responsible for driving value, managing risk, and shaping fund performance across Bain Capital Real Estate&rsquo;s portfolios. This role works closely with PM leadership to implement tools, processes, and insights that enhance decision-making and fund returns. The hire will play an essential role in liquidity planning, performance monitoring, roll-forward underwriting cycles, business-plan tracking, and cross-functional coordination with Investment, Asset Management, and Finance teams.
 
 
 
 Key Responsibilities
 
 
 
 
 Value Creation &amp; Risk Management
 
 
 
 <ul>
 <li>
 Support PM leads in identifying risks, opportunities, and drivers of fund performances
 </li>
 <li>
 Help synthesize insights on return drivers, concentration, underperformance risks, and high-impact opportunities
 
 
 </li>
 </ul>
 
 Tools, Reporting &amp; Analytics
 
 
 
 <ul>
 <li>
 Help build and maintain tools that track liquidity, equity needs, reserves, refinancing risk, and deal-level convexity
 </li>
 <li>
 Apply data analytics and programming experience (Python, SQL preferred) to enhance tooling, automate processes, and extract insights from large, complex datasets
 </li>
 <li>
 Assist in developing monitoring tools for performance vs. underwriting and roll-forward projections
 </li>
 <li>
 Maintain and enhance the PM reporting package to deliver clear, actionable insights
 </li>
 <li>
 Contribute to ongoing return-enhancement projects (e.g., recycling, subline utilization, gross-to-net improvement)
 
 
 </li>
 </ul>
 
 Process &amp; Portfolio Management
 
 
 
 <ul>
 <li>
 Support implementation of consistent processes across Investment, Asset Management, and Finance (e.g. hold/sell, budgets, valuations, roll-forwards, capital calls)
 </li>
 <li>
 Help drive standardization across strategies&mdash;particularly around sale processes and hold/sell frameworks
 </li>
 <li>
 Maintain watchlists and assist with follow-ups for high-impact or high-risk assets/JVs
 </li>
 <li>
 Track business plan milestones, JV updates, debt/refi activity, and sale readiness
 
 
 </li>
 </ul>
 
 Roll-Forward (Re-underwriting) Leadership
 
 
 
 <ul>
 <li>
 Play a key operational and analytical role in the semiannual roll-forward process
 </li>
 <li>
 Help coordinate cross-team inputs, manage timelines, and ensure consistency of assumptions and outputs
 </li>
 <li>
 Contribute to iterative improvements that enhance efficiency, comparability and insights each cycle
 
 
 </li>
 </ul>
 
 Fund Composition, Reporting &amp; Strategic Insights
 
 
 
 <ul>
 <li>
 Support reporting on fund composition, exposures, asset concentration, and relative risk/return
 </li>
 <li>
 Assist in preparing portfolio reviews and Partner updates with clear perspectives on performance, risks, and liquidity
 </li>
 <li>
 Help refine the PM frameworks, tools, and processes as the portfolio and team evolve
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Experience &amp; Background
 
 
 
 <ul>
 <li>
 2&ndash;4 years in consulting, investment banking, private equity, or real estate investing
 </li>
 <li>
 Real estate experience preferred but not required
 </li>
 <li>
 Demonstrated ability to work independently and drive processes without a roadmap
 
 
 </li>
 </ul>
 
 Analytical &amp; Technical Skills
 
 
 
 <ul>
 <li>
 Strong financial and quantitative skills
 </li>
 <li>
 High proficiency in Excel; ability to build and iterate analytical tools and dashboards
 </li>
 <li>
 Programming/data analytics experience preferred (Python, R, Java, SQL, Claude Code, other LLMs)
 </li>
 <li>
 Comfort synthesizing large, ambiguous data sets into clear insights
 
 
 </li>
 </ul>
 
 Attributes &amp; Working Style
 
 
 
 <ul>
 <li>
 Tenacious, proactive, high ownership mentality
 </li>
 <li>
 Structured thinker who can bring clarity to ambiguity
 </li>
 <li>
 Strong communicator able to distill analysis into crisp recommendations
 </li>
 <li>
 Effective collaborator across Investment, Asset Management, Finance, and senior leadership
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 Expected Base Salary Range: $125,000 &ndash; $150,000
 
 
 This is the expected base salary range for this position. Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications, and geographic location.
 
 
 Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
</div>

Associate, Real Estate Portfolio Management

Alvarez & Marsal

<div></div><div><div><div>Location: Charlotte, NC, United States 
Date Posted: Mar 12, 2026</div><div><div> 
</div></div></div><div>Description
Alvarez &amp; Marsal Private Equity Performance Improvement
Senior Associate, IT &amp; Merger Integration
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
Our PEPI services include:<ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul>
Private Equity Focused Professionals
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
Senior Associate:
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:<ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul>
Qualifications:<ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
#LI-CP1
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

PEPI Senior Associate - IT M&A

<div></div><div><div><div>Location: Boston, MA, United States 
Date Posted: Mar 12, 2026</div><div><div> 
</div></div></div><div>Description
Alvarez &amp; Marsal Private Equity Performance Improvement
Senior Associate, IT &amp; Merger Integration
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
Our PEPI services include:<ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul>
Private Equity Focused Professionals
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
Senior Associate:
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:<ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul>
Qualifications:<ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
#LI-CP1
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

<div></div><div><div><div>Location: Atlanta, GA, United States 
Date Posted: Mar 12, 2026</div><div><div> 
</div></div></div><div>Description
Alvarez &amp; Marsal Private Equity Performance Improvement
Senior Associate, IT &amp; Merger Integration
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
Our PEPI services include:<ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul>
Private Equity Focused Professionals
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
Senior Associate:
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:<ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul>
Qualifications:<ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
#LI-CP1
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

<div></div><div><div><div>Location: Houston, TX, United States 
Date Posted: Mar 12, 2026</div><div><div> 
</div></div></div><div>Description
Alvarez &amp; Marsal Private Equity Performance Improvement
Senior Associate, IT &amp; Merger Integration
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
Our PEPI services include:<ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul>
Private Equity Focused Professionals
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
Senior Associate:
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:<ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul>
Qualifications:<ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
#LI-CP1
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

LINCOLN INTERNATIONAL

<div><div>We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory and valuations and fairness opinions. As one tightly integrated team of more than 1,400 professionals in 25+ offices in 16 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social &amp; Governance (ESG) efforts.</div>
Lincoln International follows a hybrid work structure with an emphasis on in office collaboration. 
 
Our employees work in office Monday through Thursday each week in our Los Angeles office, with the option to work remotely or from the office on Fridays.

Duties &amp; Responsibilities:

Lincoln International is seeking Associates to join our rapidly growing M&amp;A practice in Los Angeles. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, and are motivated by the prospect of building a leading M&amp;A advisory firm.

The Associate position at Lincoln International involves interacting closely with the firm's senior bankers and clients' senior executives. Our Associates are heavily involved in every aspect of an M&amp;A transaction and ultimately, master the ability to execute a deal from start-to-finish. Given our global platform, Associates also receive a high level of exposure to international clients and buyers, thus further enhancing their experience. In addition, Associates are expected to contribute to Analysts' development and support new business development efforts. Lincoln International continuously provides our Associates with opportunities beyond typical roles in order to accelerate professional development and maximize career trajectory.

Key responsibilities include:
<ul>
<li>Performing financial analyses and valuations</li>
<li>Conducting industry research</li>
<li>Identifying and contacting potential buyers or acquisition targets</li>
<li>Preparing confidential information memoranda and management presentations</li>
<li>Interacting with senior bankers and clients' senior executives</li>
<li>Participating in new business meetings</li>
<li>Hosting visits by potential buyers at client facilities</li>
<li>Supporting senior bankers during transaction negotiations</li>
<li>Facilitating due diligence and transaction closings</li>
<li>Leading or implementing initiatives focused on growing the firm's franchise value</li>
</ul>
Qualifications:
<ul>
<li>3-5 years of M&amp;A experience required</li>
<li>Fluent in accounting and finance and strong business acumen</li>
<li>Strong verbal and written communication skills</li>
<li>Assertive, self-motivated and desire to succeed in a fast-paced, entrepreneurial environment</li>
<li>MBA degree preferred</li>
</ul>
Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

#LI-HYBRID

#LI-LA

The salary range for this role is $175,000 to $225,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the state of California. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.

This job is also eligible for bonus pay.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln's Company Page, or through Lincoln's Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.<div>
Click here to view Lincoln International's Candidate Privacy Notices.</div></div>

Associate, Industrials M&A

Council Capital

<div>Council Capital is a healthcare-focused private equity firm based in Nashville, Tennessee, managing over $350 million in committed capital.
We invest in lower middle market healthcare companies where we see the potential to scale purpose and performance. Our investments span control and minority positions in businesses with enterprise values between $10 million and $100 million.
What sets us apart is the Council Model&mdash;a proven framework that surrounds founders and leadership teams with a powerful combination of support: our CEO Council of seasoned operators, our Strategic Healthcare Investors who bring real-world insight and access, and our internal Value Creation Team, focused on enabling growth through talent, systems, and strategy.
At Council Capital, we&rsquo;re not just backing companies&mdash;we&rsquo;re helping build enduring businesses that improve lives and shape the future of healthcare.
About Alivia Analytics
Alivia Analytics is a rapidly growing healthcare technology company supporting commercial and government payers in the fraud, waste, and abuse (FWA) space. Our AI-driven platform, Alivia 360, delivers payment integrity and financial outcomes across the healthcare ecosystem. As a standalone SaaS company backed by private equity, we operate in a fast-paced, metrics-driven environment that requires strong financial discipline, scalable processes, and exceptional execution.
The Controller will play a central role in ensuring the company is audit-ready, cash-flow positive, and operationally excellent through this transition and beyond.
Position Overview
The Controller is a key financial leader responsible for owning all accounting operations, ensuring accuracy, compliance, and operational excellence across multiple revenue models (SaaS, professional services, contingency-based recovery). This individual will manage the month-end close, lead the external audit, and deliver timely, actionable financial reporting to support strategic decision-making by PE sponsors and the executive team.
This is a hands-on role. The ideal candidate thrives in a lean environment, builds before they hire, automates before they add headcount, and treats every close cycle and reporting package as a reflection of the function they are building. We recently implemented NetSuite (November 2025) and are actively adding advanced features, making this an ideal opportunity for someone who wants to shape a modern accounting infrastructure from the ground up.
Key Responsibilities
Financial Operations and Close Management<ul><li>
Own the month-end close process with a target of WD5 completion (current state: 10-12 days), with a long-term vision of a 2-day close</li><li>
Oversee general ledger management, account reconciliations, journal entries, and financial controls</li><li>
Manage payroll, accounts payable, accounts receivable, and cash management activities</li><li>
Ensure accurate and timely invoicing across SaaS, professional services/consulting, and contingency-based recovery services</li><li>
Leverage NetSuite to streamline reconciliations, journal entries, approvals, and reporting</li></ul>
Financial Reporting and Analysis<ul><li>
Deliver monthly financial reporting packages and loan reporting packets by WD10 (current state: ~WD20)</li><li>
Build and maintain NetSuite dashboards, saved searches, and reporting tools to enhance visibility</li><li>
Shift reporting focus from data delivery to analysis and actionable insight</li><li>
Support budgeting, forecasting, and financial modeling activities in partnership with the Sr. Financial Analyst</li><li>
Build and maintain a comprehensive cash flow tracking and forecasting model across all contracts and customers</li></ul>
Revenue Recognition and Technical Accounting<ul><li>
Lead revenue recognition across all revenue streams:<ul><li>
SaaS subscription revenue (ASC 606)</li><li>
Professional services / consulting</li><li>
Contingency-based recovery services</li></ul></li><li>
Document and maintain accounting policies, controls, and procedures for each revenue stream, including lease accounting for new locations and unique deal structures</li><li>
Become primary point of contact for technical accounting &amp; 3rd party management</li><li>
Ensure proper NetSuite configuration and documentation to support ASC 606 compliance</li></ul>
Audit and Compliance<ul><li>
Serve as the primary point of contact for external auditors</li><li>
Deliver a clean annual audit by May 1 with zero material weaknesses</li><li>
Maintain strong internal controls, documentation, and system permissions</li><li>
Ensure compliance with all financial, regulatory, and contractual requirements</li></ul>
Leadership and Team Development<ul><li>
Manage and mentor the Senior Accountant and two part-time contractors</li><li>
Elevate the Senior Accountant to work at the top of their license by shifting administrative tasks to contractors</li><li>
Establish clear roles, responsibilities, and performance expectations within first 90 days</li><li>
Build a culture of accountability, accuracy, and continuous improvement</li></ul>
Process Improvement and Scalability<ul><li>
Identify and implement automation opportunities within NetSuite (workflows, approvals, reconciliations, reporting, statistical accounts for bookings/ARR)</li><li>
Lead implementation of NetSuite forecasting and budgeting modules</li><li>
Leverage AI and automation tools to modernize the accounting function</li><li>
Support system improvements and integrations as the business grows</li></ul>
Cross-Functional Partnership<ul><li>
Partner with the Sr. Financial Analyst on revenue data for forecasting and budgeting alignment</li><li>
Maintain active, collaborative relationships with external tax advisors and auditors</li><li>
Engage regularly with internal department leaders to provide financial guidance and strengthen operational decision-making</li><li>
Support PE sponsor reporting requirements, covenant compliance, and board-level financial communication</li></ul>
Qualifications
Required<ul><li>
CPA required</li><li>
Bachelor's degree in Accounting or Finance</li><li>
7+ years of progressive accounting experience, with at least 3+ years in senior accounting roles (controller, director of accounting, or equivalent scope)</li><li>
Strong, hands-on NetSuite experience (GL, revenue, reporting, workflow optimization). Other large ERPs acceptable with strong justification.</li><li>
Deep knowledge of GAAP, ASC 606, and multi-stream revenue environments (SaaS, services, contingency)</li><li>
Demonstrated success managing audits and building internal controls</li><li>
Ability to commute to Newtown Square, PA for hybrid schedule (2-3 days/week in office)</li></ul>
Strongly Preferred<ul><li>
Experience in a standalone company backed by Private Equity (board reporting, covenant compliance, investor cadence)</li><li>
Experience in healthcare, payment integrity, or technology-enabled services</li><li>
Track record of automating manual accounting processes in a scaling environment</li><li>
FP&amp;A fluency and ability to build cash flow forecasting and operational models</li><li>
Experience supporting M&amp;A diligence or continuation vehicle processes</li><li>
Familiarity with ADP, Bill.com, DocuSign, and Carta</li></ul>
Why Alivia Analytics<ul><li>
High-growth healthcare SaaS platform with clear product-market fit in the payment integrity space</li><li>
PE-backed</li><li>
Opportunity to build and own the accounting function from the ground up with a recently implemented NetSuite platform</li><li>
Strong, mission-driven leadership team with deep domain expertise</li><li>
Lean environment where your work directly impacts company trajectory and investor outcomes</li><li>
Collaborative team with talented colleagues across accounting and FP&amp;A</li></ul>
Council Capital and our portfolio companies are committed to building high-performing teams by hiring the best talent&mdash;period.
We believe in putting the right people in the right seats, regardless of background, and we&rsquo;re always looking for individuals who bring fresh thinking, grit, and a drive to make a difference.
Thank you for considering a role with one of our companies. We&rsquo;re excited to learn more about you.
Compensation Range: $150K - $180K</div>

Controller - Private Equity SaaS Healthcare

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