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Market & Competitive Research -Senior Analyst

1 month ago


Minneapolis, United States Thrivent Financial Full time

The Senior Research Analyst, as part of the Market and Competitive Intelligence team, will be responsible for translating a myriad of complex industry, market, and macro data into insights that drive competitive strategy and decision-making at Thrivent. The role will act as a resource to business leaders and cross-functional areas, providing market and competitive information, actionable insights and research via best-in-class analyses. The Sr. Research Analyst will support financial services competitive research, including both qualitative and quantitative analyses, with a specific emphasis on wealth management. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities. Leads research and analyses to identify, benchmark, and compare competitor business models and strategies. Supports and may lead project-specific research of varying types and scopes with an emphasis on wealth management. Leads work definition to construct a proper outline for the work, inclusive of timing. Creates comprehensive outputs of this work in the form of concise and complete research papers, PowerPoint decks, etc. Leverages multiple datasets and data tools for broad range of competitive reporting and analyses. Focuses on identifying the most relevant items. Partners with vendors and leverages vendor offerings to conduct the work. Builds and delivers storytelling and visualizations of data and insights and supports senior team members in research report creation. Works with cross-functional stakeholders to provide competitive intelligence, benchmark competitive landscapes, analyze and interpret competitive qualitative and quantitative data, scope and conduct competitive ad hoc research, and provide insightful consultations to enhance decision making and product/service offerings. Executes –and may help design– key deliverables, and continually curates, manages, and shares intelligence with not only an emphasis on the “what” but the “so what”/significance of learnings. Helps maintain a competitive intelligence monitoring platform, and continually seeks to identify new analyses, data, or competitive information to support key stakeholders in the organization. Supports and may lead analyses of competitor financial results, period reporting, competitor profiles, and other ad hoc competitive requests. Stimulate out-of-the-box thinking by staying on top of trends, disruptive start-ups, competitor messaging and competitor go-to-market strategies, and important developments in the industry. Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients. QUALIFICATIONS & SKILLS: Required: Bachelor’s degree in business administration or related field. Demonstrated business acumen with at least 7 years of experience working within financial services. Strong sense of intellectual curiosity and passion for data and insight development. Extensive knowledge and experience research methodologies. This includes secondary research and financial analyses and the ability to integrate disparate data to answer complex questions. Advanced ability to conduct quantitative analyses and reporting with familiarity in constructing and reviewing datasets and their outputs (e.g., financial analyses). Advanced ability to develop and tailor key insights and messages appropriately for audience (senior leader, manager, etc.). High faculty for compellingly conveying insights via written or verbal presentation. Ability to effectively communicate via data storytelling in various mediums, including PowerPoint. Strong attention to detail, excellent organizational, planning and problem-solving skills. Demonstrated ability to work independently, within a stated objective. Advanced project management skills. Able to work with a sense of urgency on multiple projects at the same time. Demonstrated ability to collaborate and communicate with key stakeholders; cross-functional partners and senior leadership. Advanced skills in Microsoft Office, especially Excel and PowerPoint. Preferred: Industry experience in wealth management strategy and/or execution. Experience and proficiency in working with various research platforms, including but not limited to Capital IQ, CB Insights, LexisNexis, Forrester, Industry-specific publications (e.g., Cerulli). Proficiency in Microsoft Power BI. #J-18808-Ljbffr