We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Job Summary
The Senior Investment Operations Analyst performs ‘middle office’ functions (trade and corporate action processing, collateral management, cash reporting and forecasting, multi-managed fund transaction support, class action claims, derivatives support, securities lending support, etc.) that support the Investment process for Thrivent.
Job Responsibilities and Duties
- Trade Support: Affirmations, Cash Reporting, Failed Trade Research.
- Holdings Support: Reconciliations, Derivatives Collateral, Corporate Actions.
- Coordinates Multi Managed product trading process with internal and external portfolio managers.
- Reporting: Positions and Exposures.
- Investment Strategy Support: Product Changes, Strategy Changes.
- Creates and Develops new business process.
- Implements regulatory changes impacting investment functions.
- Develops and maintains relationships with many outside partners: brokers, custodians and key vendors.
- Trains new staff.
Job Qualifications
- Bachelor's degree in Finance or related discipline or equivalent training and experience required.
- Minimum 5 years experience with institutional investment operations required.
- CFA, CPA or master's degree preferred.
Other Critical Factors
- Experience working under tight time frames with competing demands.
- Independent judgments used to problem solve and resolve issues.
- Desire to learn and understand investment business and processes.
- Experience with software used to assemble, evaluate, interpret and analyze financial data.
Additional Information
- This position requires you to work on-site in Minneapolis, MN a minimum of two days a week.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $69,053.00 - $93,425.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: 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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) 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 status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
Top Skills
What We Do
At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
