(Senior) Associate, Enterprise Strategy & Development

Overview

This role involves working as a member of the Enterprise Strategy team to evaluate, execute, and report on enterprise strategy projects across various functions. The position requires close collaboration with internal Business Unit Leaders, Finance, Legal, and other functional groups. Responsibilities include underwriting and coordinating strategic acquisitions, investments (equity and debt), and strategic partnerships to support the execution of enterprise strategy.

Responsibilities

• Perform fundamental analysis including financial modeling and valuation for enterprise strategy projects and new deal activity.
• Research sector trends, market and company-specific information, including operational metrics and valuation multiples.
• Manage an M&A and investment pipeline and monitor relevant transactions.
• Create investment memorandums and presentations for leadership, including executive leadership teams and the board.
• Conduct rigorous analysis of strategic projects or opportunities, assessing financials, projections, unit economics, strategic positioning, and value proposition.
• Collaborate to develop inorganic strategy, preferred tactics, and deal structures.
• Lead financial modeling, valuation, research, and financial due diligence coordination for inorganic initiatives and strategic projects.
• Support end-to-end deal execution including preparing transaction documents, coordinating due diligence, and organizing information.
• Prepare and deliver management-level committee and board presentations with actionable recommendations.
• Monitor strategic investments and deal activity, communicating performance updates to management.
• Maintain and refine internal project management and diligence best practices to assess strategic value and risk.

Requirements

• Bachelor’s degree required; concentration in finance or accounting preferred.
• Minimum 4 years of experience in investment banking, private equity, accounting, finance, consulting, or corporate development.
• Exceptional analytical, interpersonal, written, and verbal communication skills.
• Advanced financial modeling skills including 3-statement financial analysis; proficiency in Excel, PowerPoint, and Word.
• Proven track record of achievement in professional and academic settings.
• Self-directed with strong work ethic, intellectual curiosity, and attention to detail.

Preferred Qualifications

• Master of Business Administration (MBA) with a concentration in finance or accounting.
• Chartered Financial Analyst (CFA) designation.
• 6+ years of relevant experience, preferably within financial services or financial services technology sectors.

Compensation & Benefits

• Salary range: $126,490.00 - $171,134.00 per year, varying by geographic location and other factors.
• Benefits may include various bonuses (annual or long-term incentives), medical, dental, and vision insurance, health savings account, flexible spending account, 401(k), pension, life and accidental death and dismemberment insurance, disability insurance, supplemental protection insurance.
• Paid time off includes 20 days annually, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave.
• Additional benefits include employee assistance programs and well-being benefits.

Location

• This is a full-time remote opportunity.
• Preference for candidates located in the New York City, NY area.

Equal Opportunity

The employer provides equal employment opportunity 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 protected status. Reasonable accommodations are available for individuals with disabilities upon request.