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Associate Portfolio Manager, Mid Cap Value

Employer
Thrivent Financial
Location
Minneapolis, Minnesota
Salary
Depends on experience
Closing date
Aug 25, 2021

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

The Associate Portfolio Manager, Mid Cap Value follows and understands drivers of competitive position of companies within assigned industries. Identifies sources and sustainability of competitive advantage. Understands the drivers of growth within assigned industries. Critically assesses the strategies of company management and the implications for stock price performance. Understands the impact of external forces on assigned industries – regulation, economic activity, raw materials, labor, technological change, etc. Develops a sophisticated level of expertise in assigned industries and understands industry-specific financial statement reporting issues.

         

Job Responsibilities and Duties

  • Work with analysts to develop an analytical framework designed to systematically identify risks and opportunities in assigned industries.  Identify and weight the importance of key factors in at least three areas: valuation, operating performance, and catalyst/sentiment.
  • Assess and communicate concisely the critical variables that will determine a company’s success or failure, in a manner that stimulates action.
  • Initiate and conduct research relating to investment suitability by developing a network of Wall Street analysts and, most importantly, contacts within industries, such as private company competitors, consultants, suppliers, customers, trade journals reporters, headhunters, retired employees, etc.
  • Work with analysts to project financial statements and valuation targets.  Monitor assigned companies and constantly reassess investment merits.

Attributes of Success

  • Stock-selection decisions that consistently add value versus benchmarks and quantitative models.
  • A passion for excellence, an ability to admit mistakes and learn from them, and a willingness to modify the related investment framework to avoid them in the future. 
  • Provide feedback to investment staff on ways to improve equity group operations.
  • Use all available technological resources to maximize efficiency.

Required Job Qualifications

  • Undergraduate degree required; MBA and/or CFA preferred. 
  • Minimum five years sell- or buy-side equity research/portfolio management experience preferred. 
  • Work experience covering health care or technology preferred.
  • Management consulting or other operating/financial management experience will be considered.

             

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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