Senior Corporate Development Analyst

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

The Senior Corporate Development Analyst supports the Credit Union’s corporate development initiatives, with a primary focus on Credit Union Service Organizations (CUSOs), non-interest income strategies, and mergers and acquisitions (M&A).  This role assists in evaluating CUSO investment opportunities, analyzing financial information, preparing and gathering CUSO investment and diligence materials, and supporting the development of new revenue streams.  The position works closely with internal leadership and external partners and reports directly to the SVP of Corporate Development.
Key responsibilities include but are not limited to:
• Analyze financial statements, business models, and market information to support valuation and investment decisions related to CUSOs and strategic partners. 
• Prepare CUSO investment summaries, financial models, and reports for leadership review. 
• Assist in due diligence activities for CUSO investments, strategic partnerships, and M&A initiatives, including the collection and organization of diligence materials. 
• Participate in meetings and discussions with existing and prospective partners, vendors, and portfolio companies. 
• Support the evaluation of new non-interest income opportunities and emerging revenue streams. 
• Assist in monitoring performance of key metrics of existing investments and partnerships. 
• Conduct market and competitive research to identify trends, risks and opportunities. 
• Collaborate with cross-functional teams including finance, legal, operations, and executive leadership. 
• Support documentation, presentation materials, and internal communications related to corporate development activities. 
• Assist with M&A analysis, modeling, and diligence as needed.  
 
SKILLS
• Strong analytical and financial analysis skills, including balance sheet and income statement review
• Effective written and verbal communication skills
• Solid organizational, planning, and time management skills
• Ability to manage multiple priorities and work collaboratively across teams
• Working knowledge of valuation concepts, financial modeling, and investment analysis
• Professional interpersonal skills with the ability to interact with internal and external stakeholders
• Experience supporting investments, corporate development, consulting, banking, or related financial roles preferred
 
COMPETENCIES
• Accountability and self-management
• Communication
• Effective knowledge
• Innovation and problem-solving
• Teamwork and leadership
 
WORKING CONDITIONS/PHYSICAL DEMANDS
• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

5-8 years of related experience

The salary range for this position is listed below. The actual amount offered will depend on a variety of factors including geography, skills and abilities, education, experience, and other relevant job-related consideration. Compensation is thoughtfully determined based on the roles specific needs and the candidates qualifications

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Join a company that grows with you – personally and professionally

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.