(Senior) Associate, Enterprise Strategy & Development
(Senior) Associate, Enterprise Strategy & Development
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$ 124010 - 167778
1 Vacancy
Job Description
We exist to help people achieve financial clarity. At Thrivent we believe money is a tool not a goal. Driven by a higher purpose at our core we are committed to providing financial advice investments insurance banking and generosity programs to help people make the most of all theyve been given.
At our core we are a membership-owned fraternal organization as well as a holistic financial services organization dedicated to serving the unique needs of our clients. We focus on their goals and priorities guiding them toward financial choices that will help them live the life they want todayand tomorrow.
Job Summary
The (Senior) Associate Enterprise Strategy & Development will work as a member of the Enterprise Strategy team. This position works closely with internal Business Unit Leaders Finance Legal and other functional groups to evaluate execute and report on Enterprise Strategy projects across various functions and topics. You will also work closely with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions investments (equity and debt) and strategic partnerships to enable Thrivent to execute its Enterprise this role you will:
Perform fundamental analysis including financial modeling and valuation for Enterprise Strategy projects and new deal activity and communicate conclusions to the Enterprise Strategy team.
Research relevant sector trends market- and company-specific information including operational metrics and valuation multiples.
Manage an M&A and investment pipeline and monitor relevant transactions for Thrivent.
Create investment memorandums and presentations for Thrivent leadership including the ELT and the Board.
Work on miscellaneous special projects.
**We are open to candidates working remotely anywhere across the United States but prefer this person to be located in the New York City NY area.
Job Responsibilities and Duties
- Rigorous analysis of the viability of a strategic project or opportunity including historical financials projections unit economics strategic positioning and value proposition to provide insight on strategic and economic risk-adjusted return.
- Collaborate to develop Thrivents inorganic strategy preferred tactics and deal structures to operationalize the strategy.
- Lead the financial modeling valuation research and financial due diligence coordination workstream for inorganic initiatives and strategic projects in close coordination with the Finance and Legal functions.
- Support end-to-end deal execution including preparing transaction documents financial analysis due diligence coordinating various internal and external parties and organizing information into presentable formats.
- Prepare and deliver management-level committee and board presentations that reflect fundamental analysis and provide actionable recommendations.
- Monitor strategic investments and deal activity communicating with management on a frequent basis the performance of investments.
- Maintain and refine the standardization of internal project management and diligence best practices to ensure understanding of strategic value and risk provide recommendations around mitigation as well as track and archive best practices and learnings.
Job Qualifications
Required:
- Bachelors degree required; Concentration in finance or accounting preferred.
- 4 years of experience in investment banking private equity accounting finance consulting or corporate development.
- Exceptional analytical interpersonal written and verbal communication skills.
- Excellent financial modeling skills including 3-statement financial analysis with proficiency in Excel PowerPoint and Word.
- Strong history of achievement in past professional and academic experiences.
- Self-directed individual with strong work ethic intellectual curiosity and great attention to detail.
Preferred:
- Master of Business Administration degree with a concentration in finance or accounting preferred.
- CFA preferred.
- 6 years of experience in investment banking private equity accounting finance consulting or corporate development within the financial services or financial services technology sectors.
Additional Information
- This position is a full-time remote opportunity; New York City NY preferred.
#LI-Remote
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
IC
Employment Type
Full-Time
