Investment Support Specialist

2 weeks ago


Cottage Grove, Minnesota, United States Thrivent Financial Full time
Investment Support Analyst

Join Thrivent Financial, a Fortune 500 company, in our mission to empower clients to live exceptional lives through uncompromising integrity, genuine trust, and personalized advice.

Key Responsibilities:
  • Provide analytic and operational support for our asset management business, including investment proposals, application and service paperwork, client portfolio analytics, and trade execution.
  • Assist in the daily operations of the practice, including preparing forms, drafting investment proposals and portfolio recommendations, executing trades, and gathering information from clients and prospects.
  • Work with advisors and staff to tailor investment solutions to client needs and facilitate timely and accurate execution of trades.
  • Administer periodic investment and distribution plans, prepare and execute routine administrative paperwork, and obtain customer financial information for use in financial planning and product applications.
  • Assist in due diligence process, including fund research, model maintenance, and performance attribution analysis, and articulate our investment philosophy and recommendations to advisors and/or their clients.
Requirements:
  • College degree or 5 years of prior financial service experience strongly preferred.
  • Series 7, Series 66, and MN L/H/A insurance licensed.
  • CFP, CFA, or CIMA preferred.
  • Familiarity with Modern Portfolio Theory and prior experience with Morningstar, Money Guide Pro, or comparable software preferred.
  • Strong technical computer aptitude and knowledge of business tools, including Microsoft Word, Excel, and PowerPoint.
  • Visual Basic/Excel macro programming experience preferred.
  • Strong communication skills, ability to multi-task and prioritize, and effective and efficient time management.
Benefits:
  • Health Savings Account, SIMPLE retirement savings plan, and Paid Time Off.
  • Annual Bonus: Up to 10% based on individual and team performance.

Thrivent Financial is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to hr@thrivent.com or call and request Human Resources.

At Thrivent Financial, 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. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.



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