The Investment Operations team at Thrivent is seeking a Senior Analyst to join our transformation of the working environment with new investment and operational tools. Thrivent is implementing an Investment Book of Record (IBOR) and updating core day-to-day processes to support our investment platforms and middle office needs, aligning with our business growth plans. The middle office functions include trade and corporate action processing, collateral management, cash reporting and forecasting, multi-managed fund transaction support, class action claims, derivatives support, and securities lending support. The Senior Analyst will assist with lead and execution support in areas such as daily cash and security reconciliation efforts with the implementation of the IBOR, investment system pricing, derivative trade support, and market and broker onboarding, including support of trading agreements. Additional responsibilities include trade support (affirmations, cash reporting, failed trade research), holdings support (reconciliations, derivatives collateral, corporate actions), coordinating multi-managed product trading processes with internal and external portfolio managers, reporting positions and exposures, supporting investment strategy (product and strategy changes), creating and developing new business processes, implementing regulatory changes impacting investment functions, developing and maintaining relationships with brokers, custodians, and key vendors, and training new staff.
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Bachelors degree in Finance or related discipline or equivalent training and experience required
Minimum 2 years experience with institutional investment operations required
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.