Senior Investment Operations Analyst
Senior Investment Operations Analyst
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$ 69053 - 93425
1 Vacancy
Job Description
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 theyve been given.
At our core we are a membershipowned 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 todayand tomorrow.
Job Summary
The Senior Investment Operations Analyst performs middle office functions (trade and corporate action processing collateral management cash reporting and forecasting multimanaged fund transaction support class action claims derivatives support securities lending support etc.) that support the Investment process for Thrivent.
Job Responsibilities and Duties
- Trade Support: Affirmations Cash Reporting Failed Trade Research.
- Holdings Support: Reconciliations Derivatives Collateral Corporate Actions.
- Coordinates Multi Managed product trading process with internal and external portfolio managers.
- Reporting: Positions and Exposures.
- Investment Strategy Support: Product Changes Strategy Changes.
- Creates and Develops new business process.
- Implements regulatory changes impacting investment functions.
- Develops and maintains relationships with many outside partners: brokers custodians and key vendors
- Trains new staff.
Job Qualifications
- Bachelors degree in Finance or related discipline or equivalent training and experience required.
- Minimum 5 years experience with institutional investment operations required.
- CFA CPA or masters degree preferred.
Other Critical Factors
- Experience working under tight time frames with competing demands.
- Independent judgments used to problem solve and resolve issues.
- Desire to learn and understand investment business and processes.
- Conceptual understanding and/or experience working with Aladdin IBOR (Investment Book of Record) tools
- Experience with software used to assemble evaluate interpret and analyze financial data.
Additional Information
- This position requires you to work onsite in Minneapolis MN a minimum of three days a week.
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:
Senior IC
Employment Type
Full-Time
