Associate Portfolio Manager, Large Cap Growth
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.
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.
- 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.
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