(Senior) Associate, Enterprise Strategy & Development

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Introduction

Thrivent Financial for Lutherans exists to help individuals achieve financial clarity. Based in the United States, this membership-owned fraternal organization is committed to enhancing the lives of its clients by providing comprehensive financial advice, investments, insurance, and various generosity programs. The organization views money as a tool for achieving financial goals rather than an end in itself, emphasizing the importance of financial literacy and sound decision-making.

Position Overview

The position available is for a (Senior) Associate in Enterprise Strategy & Development. This role is pivotal in overseeing and executing the company's strategic initiatives. Working primarily with internal business unit leaders, finance experts, legal advisors, and other departments, the associate will evaluate and report on various projects that influence the organization’s strategic directions. Additionally, successful candidates will engage with external consultants to coordinate strategic acquisitions, equity and debt investments, and partnerships that align with Thrivent's overarching objectives.

Key Responsibilities

The (Senior) Associate will undertake several critical functions:

• Conduct fundamental analysis related to Enterprise Strategy projects and new deal activities. This function involves financial modeling and valuation to provide necessary insights to team members.

• Research trends and relevant market information, which includes operational metrics and valuation multiples to inform capital allocation decisions.

• Manage M&A pipelines, ensuring all potential transactions for Thrivent are monitored and documented.

• Create investment memorandums and dynamic presentations to communicate findings to Thrivent’s leadership, including the Executive Leadership Team and Board of Directors.

• Handle miscellaneous projects that arise, necessitating an agile and adaptable approach to work.

Job Requirements

To excel in this role, candidates should meet the following qualifications:

• A Bachelor's degree in finance or accounting is required, with a preference for those who have an MBA.

• A minimum of 4 years of relevant experience in fields such as investment banking, private equity, accounting, finance, consulting, or corporate development. This requirement increases to 6+ years for preferred candidates, particularly in financial services or technology sectors.

  

• Exceptional analytical skills are crucial, including expertise in financial modeling that encompasses three-statement financial analysis.

• Proficiency in essential software tools, notably Excel, PowerPoint, and Word, is a must.

• Strong interpersonal skills, both written and verbal, are required to effectively communicate insights and recommendations.

• An individual who is self-directed, possesses a robust work ethic, and has a keen attention to detail will thrive in this environment.

Work Environment

The role is designed as a full-time remote opportunity, allowing candidates to operate effectively from anywhere within the United States, although preference is given to individuals located in the New York City, NY area. This flexibility appeals to many modern job seekers prioritizing work-life balance and autonomy.

Salary and Benefits

The salary range for this full-time position is between $124,010.00 and $167,778.00 annually. Compensation is contingent upon various factors, including geographical location, relevant experience, and specific skills.

Thrivent emphasizes its commitment to attract and retain top talent through a competitive compensation structure, which may include bonuses such as annual or long-term incentives. Benefits offered to employees are designed to cater to various needs and may include:

• Medical, dental, and vision insurance
• Health savings and flexible spending accounts
• 401k plan and pension options
• Life, accidental death, and disability insurance
• Paid Time Off (20 days annually) and Sick Time
• Volunteer Time Off and Paid Parental Leave
• Employee Assistance Programs (EAP) and well-being benefits

It's important to note that eligibility for benefits depends on plan documents and policies that may alter over time.

Conclusion

In summary, the (Senior) Associate position in Enterprise Strategy & Development at Thrivent Financial for Lutherans offers a unique opportunity in a supportive work environment focused on financial clarity and client service. Candidates looking to leverage their financial acumen in a role that yields substantial impact while enjoying the benefits of remote work should consider applying. Thrivent is dedicated to enhancing their employees' professional and personal lives, making it a favorable workplace for ambition and purpose-driven individuals.

This job offer was originally published on himalayas.app