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 heart, 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
We are looking for an Associate Investment Systems Analyst (ISA) to provide solution support of Investment systems and related processes that directly support decision making. As a member of an Agile team, the ISA partners with IT to maintain the production environment according to the business needs, interfacing between Portfolio Managers, Traders, Research Analysts, Operations team, and market data vendors as needed. The Associate ISA applies business knowledge, systems analysis, project management, and business analysis skills to the day-to-day core work as well as initiative work assigned to the team. Associate ISAs grow their contribution to Thrivent by increasing and applying their business and technical knowledge and experience.
Job Responsibilities and Duties
- Provide front-line process and system support for assigned business staff, systems, and processes.
- Partner with IT and ISAs to improve the reliability and effectiveness of shared vendor systems.
- Work with customers to capture business priorities and understand their ever-changing needs.
- Oversee the successful movement of key data through complex systems and processes.
- Partner with Investment Operations staff to develop and reinforce system and process standards throughout the investment department.
- Lead or participate in initiatives that implement new processes and systems or improve existing infrastructure, contributing to requirements, design, planning, and development and execution of test cases.
- Serve as a liaison to IT for development, implementation, and maintenance of assigned systems.
- Develop relationships with external peers and vendors to keep current with technology and industry trends.
- Partner with Reporting Analysts and IT to provide effective reports and develop efficient reporting methods.
Job Qualifications
Required
- Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, or related field; or equivalent experience.
- 0 to 3 years of experience in the asset management industry.
Preferred
- Industry certifications preferred (CFA / CIPM / MBA or in progress preferred).
- Experience with Bloomberg, PAM, Markit EDM.
- Experience with SQL, advanced Excel, and data visualization tools such as Power BI.
- Experience successfully communicating between portfolio managers, operations, IT, and market solution providers.
- R programming or statistical programming in Python.
- Ability to navigate legacy VBA code.
Other Critical Factors
- Ability to learn and understand the investment business and related processes.
- Customer focus, strong sense of urgency, thrives on getting things done.
- Deliver quality, accurate outcomes utilizing all tools, systems, methods, resources available.
- Strong analytical and problem-solving skills; while remaining open minded.
- Teamwork approach demonstrated by daily interaction and collaboration with peers and stakeholders.
- Continuous improvement mindset regarding execution, data quality, business process, and operational risk.
Additional Information
- This position requires you to work on-site in Minneapolis, MN a minimum of three 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 $63,741 - $86,238 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.
Other
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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
