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Job description
MN - Minneapolis
nWI - Appleton
nFull time
nREQ-47203
nWe 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.
nAt our core, 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.
nJob Summary
nThe Senior Equity Research Analyst is a senior member of the Equity Investments team responsible for leading sector level research and delivering differentiated, bottom-up insights that drive portfolio performance. The role combines deep industry knowledge, strong analytical skills, and sound investment judgment to produce proprietary research, financial models, and actionable buy and sell recommendations, with clear accountability for portfolio impact.
nThe position requires independent thinking and conviction, including the ability to identify differentiated opportunities, challenge consensus views, and make decisions under uncertainty. The Senior Equity Research Analyst I communicates insights clearly and effectively, building credibility with portfolio managers, internal partners, and external stakeholders, and translating research into meaningful investment outcomes.
nBeyond research, the role provides leadership across the research platform by mentoring others, promoting best practices, and driving collaboration and process improvement. Success in the role is grounded in intellectual curiosity, integrity, humility, and a team-oriented mindset, with a genuine passion for investing and a commitment to continuous learning and development.
nJob Responsibilities and Duties
nResearch & Analysis, Insights, and Alpha
nnnLead research coverage across the sector by performing comprehensive research and delivering differentiated, actionable insights
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nnDeliver defendable buy and sell recommendations supported by rigorous analysis and proprietary research.
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nnGenerate proprietary insights through fieldwork, management and expert interviews, channel checks, and site visits, to create differentiated perspectives and a repeatable edge
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nnFormulate proprietary investment research with clear implications for portfolio positioning.
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nnDemonstrate linkage between research output and portfolio impact through documented attribution and lessons learned.
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nnRecognized for deep industry knowledge, research, and differentiated perspectives.
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nnDevelop and maintain thesis driven financial models and data driven frameworks that synthesize competitive dynamics, valuation, operating performance, sentiment, and industry drivers.
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nnAssess market expectations, sentiment, and positioning alongside fundamentals to identify key drivers of stock performance and inform conviction, timing, and risk management.
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nnIdentify narrative‑driven and shifting market environments, challenge consensus views, and apply disciplined judgment to mitigate behavioral biases while linking insights to portfolio outcomes.
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n nCommunication, Collaboration, and Leadership
nnnMentor analysts across the team, setting tone and standards for research quality and sector coverage.
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nnProvide regular coaching and actionable feedback to drive observable skill development and professional growth.
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nnLead strategic conversations on significant sector developments and market dynamics with analysts and portfolio managers.
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nnEducate colleagues on sector-specific investment processes and proactively share expertise to strengthen team capabilities.
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nnNavigate competing priorities effectively and secure buy-in among stakeholders to align on investment decisions.
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nnExhibit thought leadership internally by shaping narratives and influencing capital allocation through research-driven calls.
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nnLead presentations and facilitate discussions with internal teams and external stakeholders.
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n nProcess Ownership and Independence
nnnDrive process improvements that enhance resilience, scalability, and efficiency of research workflows.
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nnEstablish visible processes for canvassing the assigned universe and influencing the pipeline of new investment ideas.
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nnCodify standards and frameworks to institutionalize best practices and ensure coverage continuity.
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nnTake initiative to introduce original ideas and demonstrate independent thinking in research and idea generation.
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n nLeadership Competencies
nnnContribute to a high-performing team, supporting a culture of shared accountability, operational excellence, and partnership across the organization.
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nnMeet your performance objectives while acting consistent with Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
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nnSupport an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
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n nJob Qualifications
nRequired:
nnnExperience: Minimum of 8 years of relevant investment professional experience sufficient to perform independent work.
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nnEducation: Bachelor’s degree in finance, business, economics, or a related field, plus
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nnMaster’s degree in finance, economics, business administration or
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nnor Chartered Financial Analyst (CFA) designation.
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nnAlternative requirements: Bachelor’s degree in finance, accounting or related discipline plus a minimum of 15 years of successful investment professional experience.
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nnKnowledge: Expert understanding of an investment research process and recognized thought leader in the Industrials sector.
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nnCollaboration: Ability and eagerness to work effectively in a team environment.
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nnMindset: High level of intellectual curiosity and a continuous learning approach to gain investment industry knowledge.
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nnTechnical Skills:
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nnAdvanced modeling/valuation fluency (DCF, comps, multiples)
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nnProficiency in Microsoft Office Suite
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nnFamiliarity with Python, Bloomberg, FactSet, or similar tools
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nnOrganizational Skills: Strong time management, attention to detail, and ability to prioritize tasks.
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nnAnalytical Skills: Strong problem-solving and analytical capabilities.
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nnCommunication: Excellent written and verbal communication skills.
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nnAdaptability: Ability to work under pressure and manage multiple priorities while meeting tight deadlines.
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nnEthical: Adheres to high ethical standards and maintains confidentiality of sensitive information.
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n nPreferred:
nnMaster’s degree in finance, economics, business administration or a related field, plus Chartered Financial Analyst (CFA) designation.
n nPay Transparency
nThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $196,228.00 - $265,484.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
nThrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
nThe following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
nThrivent 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.
nThrivent 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 and request Human Resources.
nAt 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 customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
nFor over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
nThrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
Worksite address
minneapolis, MN, 55400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.