Investment Performance & Reporting Analyst - Remote

Location: Appleton, WI
Company: Thrivent Financial for Lutherans
Industry: IT
Job Type: Full Time
Posted: 6 days ago
Summary 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 Gathers, analyzes and reports investment performance and high-level investment management information. Completes analysis of benchmarks and peer groups for appropriate use and positioning within competitive universes. Works within the current process to create an effective investment performance and reporting environment.

Completes performance and reporting process changes and requests. Works with key vendors supporting performance and reporting processes. We are open to candidates working remotely anywhere across the United States.

Job Description Job Responsibilities and Duties. Performs investment performance calculations, benchmark & peer group analysis, including information delivery process for Board, Management, Portfolio Management and Incentive Plans. (Insurance & Mutual Funds)..

Provides Investment Division management reporting and information delivery process for Board, Management Committees and Portfolio Management (Insurance)..

Completes investment related rating agencies and survey preparation and delivery (Insurance). Qualifications & Skills Required:.

Bachelor's degree in math, finance, accounting or related discipline..

Minimum of 2 years' investment performance experience at an institutional asset manager. Preferred:. CFA, CPIM..

Experience working with leading performance systems. Other Critical Factors.

This position is eligible for relocation..

This position is a full-time remote opportunity..

This position allows a flexible work arrangement meaning you may work remote and/or on-site in Minneapolis.

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 or call 800-847-4836 and request Human Resources..

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