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Associate Portfolio Manager, Large Cap Growth

Employer
Thrivent Financial
Location
Minneapolis, MN OR Appleton, WI
Salary
Depends on experience
Closing date
Feb 19, 2021

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Job Details

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

This role represents an opportunity to contribute to the performance of Thrivent’s Large Cap Growth fund. Company research is at the front end of our investment process. The initial focus of this role will be to build financial models, forecasts, and identify key business drivers of companies across multiple industries, as all are critical to company research. The role will evolve to interpretation of models, company initiatives, industry participants, long-term revenue and profit growth prospects, and competitive positioning.       

Job Responsibilities and Duties

  • Activities related to building and maintaining company models and forecasts: 75%
  • Activities related to ongoing monitoring of company and industry developments: 25%

Building many financial models in a consistent format, communicating investment opinions on companies, and staying current on company and industry developments is a key daily challenge for a Portfolio Manager. That process will be critical to investing in new companies for the Large Cap Growth fund.

Job Qualifications

  • MBA or CFA required.
  • Minimum of 2 years consumer related business experience required.   
  • 5 years of business experience preferred.
  • Buy- or sell-side coverage of the Consumer Discretionary sector preferred.

Attributes of Success

  • The ability to prioritize assignments, maintain focus, filter out noise, and pivot to new assignments rapidly will increase an individual’s chance to succeed in this role.

           

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.

Company

Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. Financial Solutions: We offer a broad range of products and services – including life insurance, annuities and mutual funds – along with guidance from financial representatives nationwide. For more than a century we’ve helped our nearly 2.4 million member-owners make wise money choices that reflect their values. Community Support: We provide opportunities for our member-owners to be even more generous where they live, work and worship. The national outreach programs and activities that we sponsor support congregations, schools, charitable organizations and individuals in need. The financial solutions we offer and our community involvement both drive toward the same goal. We succeed when our members, their families and their communities thrive. To learn more about the Thrivent difference, please visit our website at Thrivent.com or contact us at mail@thrivent.com. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. For additional important information, visit Thrivent.com/disclosures.

Company info
Telephone
612-844-4294
Location
4321 N Ballard Rd
Appleton
WI
54919-0001
US

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