Investments Program Officer - Thrivent Charitable
Investments Program Officer - Thrivent Charitable
Posted on :
15-03-2025
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1 Vacancy
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Yearly Salary
$ 112481 - 152180
Vacancy
1 Vacancy
Posted on :
15-03-2025
Job Description
Since 1995 Thrivent Charitable Impact & Investing (Thrivent Charitable) has worked with clients financial advisors and community partners to bring hope to the world by empowering people to create the change that matters most to them. We open the joy of generosity to all by making it easy for anyone to give to the causes they cherish. We act both as stewards of what donors entrust to us and champions for building a better world.
Thrivent Charitable an independent 501(c)3 public charity partners with Thrivent to help clients incorporate generosity charitable and legacy planning into their financial plans with offerings such as donor advised funds charitable life insurance and charitable gift annuities and facilitating charitable gifts ranging from cash to complex business assets. Since its inception Thrivent Charitable has received over $2 billion in charitable gifts and commitments to support the most important organizations and pressing issues in our communities.
Reporting to the Vice President of Charitable Giving Services the Officer will assume primary stewardship and administration of Thrivent Charitables Advisor Managed Fund (AMF) Program which enables donors to recommend the use of a trusted financial advisor for the management of their charitable funds. In this role the Officer is responsible for stewarding the AMF program in alignment with the organizations strategic growth and integration goals qualifying and approving financial advisors monitoring performance and compliance with AMF investment policies and guidelines using Clearwater Analytics data aggregation and reporting software. The Officer will also provide regular reporting to the Investment Committee of the Board.
Accordingly the Officer will not only be a power user of analytical and reporting tools but will also serve as an important liaison and communicator with external financial advisors fundholders and vendors as well as internal development finance marketing operations client service teams and the Investment Committee. Clear concise and diplomatic oral and written communication skills are critical.
In addition the Officer will assist the VP of Charitable Giving Services and the President of Thrivent Charitable in the preparation of Investment Committee meeting agendas and materials and the administration and stewardship of other investment programs.
DUTIES & RESPONSIBILITIES:
- Administration and stewardship of the AMF Program which includes but is not limited to advisor due diligence recommendation and approval annual review meetings interim communications ongoing portfolio monitoring to ensure compliance with policy guidelines and standards acting as a liaison with internal development and finance teams Investment Committee reporting evaluating program profitability and proactively implementing enhancements to policies procedures and systems to integrate and scale the program over time.
- Maintain and manage the Clearwater Analytics data aggregation and performance reporting software which includes but not limited to establishing brokerage/custodial accounts and data feeds; setup of new funds and policy parameters; and monitoring reporting of policy exceptions.
- Work closely with the finance and accounting staff to ensure timely and accurate AMF account reconciliation and accounting by those teams.
- Resolve AMF policy exceptions and performance or other issues/incidents in accordance with established policies standards and escalation guidelines.
- Maintain understanding of investment pool portfolio composition and expected return profiles and support client service teams in responding to advisor and donor questions regarding appropriate pool selection/allocation that fits their spending goals and risk tolerance.
- Support development marketing and client service teams in creating clear and accurate investment related communications.
- Maintain the schedule of Investment Committee recurring review items including preparation of review materials and cover memos for items not assigned to the investment consultant/OCIO.
- Working closely with the President and the Investment Committee Chair to coordinate the creation of an annual Investment Committee workplan including committee goals for the year and recurring review items across investment programs: investment pools Impact Fund AMF Program charitable trusts and gift annuities and other offerings as needed.
- Provide additional analysis for Thrivent Charitables investment programs as needed.
- Collaboratively shape lead and support a culture that represents the Thrivent Charitable missional purpose and values ensuring that Thrivent Charitables trust and reputation remain strong with its all constituents.
QUALIFICATIONS & SKILLS:
Required:
- BS in Finance Economics or related fields. CFA or MBA is preferred but not required.
- 7 years of experience in investment management and advisory services (e.g. analyst operations performance client service).
- Experience with wealth management and/or institutional portfolios.
- Familiarity with nonprofit governance and investment committees.
- Experience with investment management and performance reporting software specific experience with Clearwater Analytics is a plus but not required.
- Proficient in Microsoft Office with advanced competency in the use of Excel.
- Must display the trait of confidentiality and discretion.
- Excellent verbal and written communication skills along with an acute attention to detail.
- Aptitude for numbers graphs histograms and knowledge around financial concepts economics and the business world.
- Ability to use technology effectively and adapt quickly to the use of new technology.
Preferred:
- CFA MBA or other relevant advanced degree or experience preferred; or 10 years of direct experience leading similar functions and subject matter experts in financial services.
- Experience with iPhi Stellar software PowerBI Salesforce Clearwater and other relevant financial services industry tools.
Pay Transparency
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 toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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