Sr. Associate, Corporate Development & TruStage Ventures LLC - Remote

• Serve as key resource to managing director and senior team members on financial, deal and contract matters central to the investment, acquisition and divestiture process 

• Provide insights and recommendations on deal opportunities to the head of Corporate Development, and core business stakeholders 

• Establish, develop and manage relationships with target companies, sponsoring VC firms, and other company-specific stakeholders through all phases of the deal 

• Identify and source potential deal opportunities from internal and external networks, PE/VC partners, and investment banking to drive deal flow 

• Attend conferences / workshops to gather competitive intelligence, and identify market trends, partnership opportunities, and compelling investment ideas 

• Identify, analyze and present market trends in the financial services and fintech sectors 

• Assessment phase responsibilities: 

• Assist in assessing business and revenue/profit models of target companies, market dynamics, deal economics and financial potential of investments 

• Work alongside internal business executives and external advisors to assess acquisition, investment and commercial transaction opportunities 

• Understand opportunity / build case for opportunity with key core business stakeholders and Corporate Development team and assist in the delivery of the initial business case 

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Transaction phase responsibilities: 

• Assist in all aspects of due diligence covering business, financial, tax, legal, operating, etc. and occasionally lead due diligence workstreams 

• Work with Corporate Development team to develop final business case with a specific emphasis on transaction and financial related matters 

• Lead in the preparation of investment memoranda and materials to the TruStage Ventures/ Corporate Development team, key business stakeholders, and investment committee 

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Performance management responsibilities: 

• Develop opportunities for portfolio companies to maximize the economic value of their businesses 

• Assist in any subsequent capital raise activities for portfolio companies 

• Represent TruStage Ventures as board observer for portfolio companies 

• Bachelor’s degree in Finance, Accounting, Business Administration strongly preferred, or equivalent work experience. 

• Master's degree or MBA preferred 

• 4-7 years of professional finance work experience with at least 3 years of direct transaction experience in investment banking, corporate development and/or venture capital 

• Increasing levels of responsibility throughout career with experience working on complex transactions from inception to close 

• Direct experience assisting with deal and contract negotiations, as well as resolving complex business issues and 

• structuring complex contracts 

• Demonstrated ability to work independently 

• Strong communicator, able to clearly articulate and execute goals and objectives 

Position Specific:  

• Financial services experience preferred 

• Experience working on transactions in either a corporate development or venture capital role 

• Strong financial and analytical skills with intermediate skills around valuation methodologies 

• Requires strong financial analysis skills and understanding of technology and business trends in financial services and financial technology 

• Comfortable networking both internally and externally with key stakeholders, including investment bankers, venture capitalists and executive teams of companies 

• Ability to make data driven decisions under strict time deadlines 

• Excellent interpersonal skills 

• Strong team leadership and motivation skills 

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