Commercial Due Diligence Engagement Lead and Director (Financial Services)

TL;DR

Commercial Due Diligence Engagement Lead and Director (Financial Services): Leading buy-side and sell-side commercial due diligence engagements for investors and corporate clients with an accent on market strategy, growth diagnostics, and commercial risk. Focus on translating commercial findings into investment-grade insights and managing senior PE and portfolio-company relationships.

Location: New York

Salary: $230,000 – $330,000

Company

Leading global consulting firm specializing in the financial services industry with over 1,500 consultants worldwide.

What you will do

• Lead end-to-end Commercial Due Diligence engagements, covering market attractiveness, competitive positioning, and customer economics.
• Frame and test investor hypotheses on market growth and commercial risk to inform high-profile transaction decisions.
• Advise clients on growth strategy and risk mitigation within Financial Services, FinTech, and B2B Services.
• Partner with Technology and Operations DD teams to provide integrated perspectives on value creation and risk.
• Manage and mentor engagement teams, ensuring analytical rigor and delivery excellence.
• Contribute to practice growth through business development and the advancement of AI-enabled analytics frameworks.

Requirements

• 7+ years of direct experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory.
• Strong track record leading buy-side and sell-side CDD engagements within M&A or private equity transactions.
• Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services.
• Strong analytical grounding in market sizing, growth diagnostics, and customer economics.
• Proven ability to engage senior PE and portfolio-company executives.
• Must be based in New York

Nice to have

• MBA or equivalent advanced degree/experience.

Culture & Benefits

• Opportunity to work with senior leaders and blue-chip clients in financial services and private equity.
• Entrepreneurial and collaborative environment with significant responsibility.
• Competitive salary with annual profit-sharing opportunities.
• 401(k) matching and 25 days of annual paid time off.
• Supplemented medical, dental, and vision coverage.
• Support for professional qualifications such as CFA and IMC.