ThrivePass – Corporate Development/M&A Data Analyst – Financial Services

ThrivePass; India; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A benefits technology firm in India is seeking a proactive Data Analyst to support growth strategies. The ideal candidate will leverage their 3-5 years of experience in investment banking or corporate development to manage data rooms and collaborate with executives on funding strategies. Strong financial modeling skills and attention to detail are essential in this role, which also involves overseeing post-acquisition integration and conducting market research.

Qualifications

• 3-5 years of relevant experience in investment banking, private equity, or corporate development.
• Proficiency in financial modeling and M&A analysis.
• Strong attention to detail, especially in managing data rooms.

Responsibilities

• Prepare and manage the data room for prospective investors.
• Collaborate with management for additional funding preparation.
• Conduct market research for M&A strategy development.
• Manage transaction processes, including due diligence.

Skills

Financial modeling

Valuation techniques

M&A analysis

PowerPoint skills

Organizational skills

Communication skills

Interpersonal skills

Education

Bachelor’s or Master’s degree in finance, Economics, Accounting

MBA or CFA certification

Job description

– At ThrivePass, we empower our clients and their employees to Thrive through the personalization of employee benefits and data-driven insights.

– We do this by delivering innovative benefits technology, actionable insights, and meaningful experiences.

– We value our employees, their contributions, and strongly believe in employee development.

– Everything we do is tied to our CARE values: Courageous, Authentic, Resourceful and Excellent.

– Performance at ThrivePass is measured by embodiment of our CARE values and the accomplishment of quarterly goals.

About the Role:

– ThrivePass is seeking a proactive and detail-oriented Data Analyst to play a pivotal role in our growth strategy.

– The ideal candidate will have 3-5 years of related experience, ideally with a background in investment banking, private equity, or corporate development.

– This role offers a unique opportunity to contribute to ThrivePass’s investments in growth, including working with investors and private equity firms as well as evaluate future ThrivePass acquisitions.

Responsibilities:

– Prepare and manage the data room for prospective investors, ensuring all documentation is accurate, organized, and up to date.

– Collaborate with executive management to prepare ThrivePass for additional funding with a private equity firms, including creating detailed financial analyses, presentations, and materials.

– Support the preparation and delivery of PowerPoint presentations for executive management and external stakeholders, and potential investors.

– Oversee aspects of post-acquisition integration to ensure smooth transitions and alignment with ThrivePass’s strategic objectives.

– Conduct market research and assess competitive landscapes to support M&A strategy development.

– Manage end-to-end transaction processes, including due diligence, financial assessments, and integration planning.

– Work cross-functionally with teams, including legal, finance, sales, relationship management and operations, to support transaction execution and integration.

– Assist in identifying and evaluating potential acquisition targets and conducting financial modeling and valuation analysis.

– Serve as a point of contact for external advisors, including investment bankers, consultants, and auditors.

– Develop findings and recommendations that are clearly able to be communicated to diverse audiences, including executive teams and board members.

Requirements:

– Bachelor’s/ master’s degree in finance, Economics, Accounting, or a related field; MBA or CFA certification is a plus.

– 3-5 years of relevant experience in investment banking, private equity, or corporate development.

– Proficiency in financial modeling, valuation techniques, and M&A analysis.

– Exceptional organizational skills and attention to detail, particularly in managing data rooms and documentation.

– Strong PowerPoint skills and experience creating presentations for executive and investor audiences.

– Excellent communication and interpersonal skills, with the ability to work collaboratively with senior leadership and cross-functional teams.

– A strategic mindset with the ability to balance immediate project demands with long-term goals