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Thrivent · 3 months ago

(Senior) Associate, Enterprise Strategy & Development

United States

Full-time

Remote

Mid, Senior Level

$124K/yr - $168K/yr

4+ years exp

Thrivent is a membership-owned fraternal organization dedicated to helping people achieve financial clarity through a range of financial services. The (Senior) Associate, Enterprise Strategy & Development will work closely with internal and external stakeholders to evaluate and execute Enterprise Strategy projects, manage investments, and prepare presentations for leadership.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

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

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

Qualification

Financial modelingValuation analysisInvestment bankingPrivate equityCFAAnalytical skillsSelf-directedCommunication skillsAttention to detail

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 services technology sectors

Benefits

Various bonuses (including, for example, annual or long-term incentives)

Medical, dental, and vision insurance

Health savings account

Flexible spending account

401k

Pension

Life and accidental death and dismemberment insurance

Disability insurance

Supplemental protection insurance

20 days of Paid Time Off each year

Sick and Safe Time

10 paid company holidays

Volunteer Time Off

Paid parental leave

EAP

Well-being benefits

Other employee benefits

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)