Manager, IT Application Assessment & M&A Integration

Job Description

IT Application Assessment & M&A Integration Manager

We are seeking a hands-on IT professional to support post-merger technology integration by assessing and comparing application portfolios across two organizations. This execution-focused role is responsible for building a comprehensive application inventory, identifying rationalization opportunities, documenting dependencies and risks, and providing recommendations that support the combined technology roadmap. The role works closely with technology and business stakeholders across global teams and reports findings to technology integration leadership.

• Build and maintain a comprehensive inventory of applications across both organizations, including front-office, middle/back-office, data & analytics, CRM, and corporate systems.
• Apply a structured application rationalization framework (e.g., Tolerate / Invest / Migrate / Eliminate) to classify applications based on business value, technical fit, cost, and regulatory relevance.
• Identify redundant, overlapping, or conflicting systems and document consolidation, migration, or decommissioning recommendations with supporting rationale.
• Partner with business and technology stakeholders to validate application inventories and assessment findings throughout the integration process.
• Document application dependencies, integration points, data flows, and vendor/licensing contract terms relevant to technology due diligence and Transition Service Agreements (TSAs).
• Contribute to technology synergy and cost-savings initiatives by quantifying application rationalization opportunities and estimated timelines.
• Coordinate with enterprise architecture, security, and vendor management teams to validate findings and identify integration risks.
• Prepare executive-ready documentation, trackers, presentations, and recommendations summarizing the application landscape and proposed next steps.

• 6-10 years of IT experience, including direct experience supporting technology due diligence, application portfolio assessment, or post-merger integration activities for M&A transactions.
• Demonstrated experience leading application rationalization initiatives using the TIME framework or an equivalent methodology within a large, complex enterprise environment.
• Experience in financial services or asset/wealth management technology environments strongly preferred.
• Working knowledge of enterprise application landscapes, including CRM, trading/portfolio management systems, data & analytics platforms, risk & compliance systems, and ERP/HR/finance systems.
• Strong analytical skills with the ability to work from incomplete or inconsistent data across multiple organizations.
• Excellent stakeholder management and communication skills, with the ability to collaborate across matrixed, cross-border teams.
• Prior experience working with an Integration Management Office (IMO), enterprise architecture function, or consulting-style M&A integration engagement.

• Experience with in a Big Four or management consulting firm's Technology M&A or IT due diligence practice.
• Familiarity with asset or wealth management platforms such as Aladdin, Eagle, Charles River, Sim Corp, or equivalent investment management systems.
• Experience with cloud migration planning and legacy application decommissioning.
• Experience operating under Transition Service Agreements (TSAs) in a carve-out or acquisition integration environment.

HTC Global Services wants you to join our team. Come build new things with us and advance your career. At HTC Global, you'll collaborate with experts, work alongside clients, and be part of high-performing teams driving success together. You'll have long-term opportunities to grow your career and develop skills in the latest emerging technologies.

At HTC Global Services, our employees have access to a comprehensive benefits package.

• Group Health (Medical, Dental, and Vision)
• Paid Time Off
• Paid Holidays
• 401(k) matching
• Group Life and Disability insurance
• Professional Development opportunities
• Wellness programs
• a variety of other perks

Our success as a company is built on inclusion and diversity.

HTC Global Services is committed to providing a workplace free from discrimination and harassment, where every employee is treated with dignity and respect.

We celebrate differences and believe that diverse cultures, perspectives, and skills drive innovation and success.

HTC is an Equal Opportunity Employer and a proud National Minority Supplier.

We seek to empower each individual, fostering an environment where everyone feels valued, included, and respected.