Senior Associate, Enterprise Strategy & Development

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 they’ve 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 today—and tomorrow.

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 strategy.

In 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.

• 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 Thrivent’s 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.

Required:

• Bachelor’s 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…