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Senior Investment Operations Analyst

External
thrivent logoThrivent · Minneapolis, MN
Full-timeOn-site2w ago
Client RelationsComplianceCross-functional CollaborationDocumentationLeadershipProcess Improvement
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About the role

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 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. Job Summary The Senior Investment Operations Analyst is an advanced individual contributor that provides subject matter expertise in specialized investment operations areas such as derivatives, corporate actions, pricing, or performance reporting. The analyst may also have deep market expertise in a core settlement function that is essential to business operations. The analyst leads complex reconciliations, drives operational enhancements, and collaborates across departments to support strategic initiatives. This highly experienced middle office Investment Operations professional excels in a high-pressure environment having responsibilities across all activities including trading, settlements, derivative and corporate action and related investment life cycle activities performed within the Investment Operations team. This role leverages excellent collaboration skills and a high level of analytical and industry expertise to ensure efficiency and accuracy in supporting a wide range of asset classes, resolving complex technical and managerial issues. The Senior Analyst leads complex operational activities, ensuring compliance with internal policies and external regulations. Additionally, this role contributes to system implementations, begins to identify risk and inefficiencies, and contributes to process improvement initiatives. Success in this role involves deep cross-functional collaboration, advanced problem-solving capabilities analytical precision. The ability to confidently engage with stakeholders and solidify credibility as a support partner is critical. The Senior Investment Operations Analyst mentor junior analysts answering questions while providing feedback and guidance. Thrivent's Investment Operations function performs middle office work including analytics to execute the trade, reporting, process infrastructure and post-trade execution support. This team is a critical link enabling the front office to focus on investment strategies and client relations and provides the back office with accurate data for reconciliation and accounting. Job Responsibilities and Duties Investment Operations & Trade Support Provide lead-level operational support for complex trading across domestic, foreign, and derivative products, including order processing and settlement instructions. Oversee end-to-end trade processing and settlement activities; investigate and resolve trade and reconciliation issues. Support investment processes and transactions in specialized asset classes such as bank loans, collateral management, corporate actions, and private assets. Analyze and report on positions and exposures related to multi-managed product trading with internal and external portfolio managers. Assist in implementing investment strategies aligned with portfolio objectives and regulatory requirements. Stakeholder Engagement Collaborate with portfolio managers, traders, brokers, custodians, fund accountants, and internal teams to communicate complex transactional activity and resolve issues. Foster strong partnerships with external stakeholders including brokers, custodians, and key vendors to ensure timely resolution and efficient processing. Engage with legal teams to execute trading agreements and support market onboarding practices. Process Improvement & Strategic Initiatives Lead or contribute to large-scale planning initiatives focused on operational efficiency, automation, and workflow enhancements. Design and implement new business processes and regulatory changes impacting investment operations. Identify and recommend improvements to mitigate risk and strengthen compliance controls. Compliance, Reporting & Audit Support Ensure adherence to internal controls, compliance policies, and investment guidelines. Support audit and regulatory reviews through documentation and reporting. Generate and distribute investment-related reports and operational dashboards. Leadership & Mentorship Provide technical guidance, training, and mentorship to junior staff and management on complex issues and special projects. Lead cross-functional teams to resolve multi-faceted operational challenges. Drive project deliverables independently with minimal oversight. Leadership Competencies Model Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Support and/or develop an environme


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