Equity Research Analyst
$196.23k - $265.48kThrivent Financial
- # Senior Equity Research Analyst, IndustrialsApply: MN - Minneapolis: WI - Appleton: Full time: Posted Today: REQ-47203We 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 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. The 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. Beyond 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.**Job Responsibilities and Duties****Research & Analysis, Insights, and Alpha*** Lead research coverage across the sector by performing comprehensive research and delivering differentiated, actionable insights* Deliver defendable buy and sell recommendations supported by rigorous analysis and proprietary research.* Generate proprietary insights through fieldwork, management and expert interviews, channel checks, and site visits, to create differentiated perspectives and a repeatable edge* Formulate proprietary investment research with clear implications for portfolio positioning.* Demonstrate linkage between research output and portfolio impact through documented attribution and lessons learned.* Recognized for deep industry knowledge, research, and differentiated perspectives.* Develop and maintain thesis driven financial models and data driven frameworks that synthesize competitive dynamics, valuation, operating performance, sentiment, and industry drivers.* Assess market expectations, sentiment, and positioning alongside fundamentals to identify key drivers of stock performance and inform conviction, timing, and risk management.* Identify narrative‐driven and shifting market environments, challenge consensus views, and apply disciplined judgment to mitigate behavioral biases while linking insights to portfolio outcomes.**Communication, Collaboration, and Leadership*** Mentor analysts across the team, setting tone and standards for research quality and sector coverage.* Provide regular coaching and actionable feedback to drive observable skill development and professional growth.* Lead strategic conversations on significant sector developments and market dynamics with analysts and portfolio managers.* Educate colleagues on sector-specific investment processes and proactively share expertise to strengthen team capabilities.* Navigate competing priorities effectively and secure buy-in among stakeholders to align on investment decisions.* Exhibit thought leadership internally by shaping narratives and influencing capital allocation through research-driven calls.* Lead presentations and facilitate discussions with internal teams and external stakeholders.**Process Ownership and Independence*** Drive process improvements that enhance resilience, scalability, and efficiency of research workflows.* Establish visible processes for canvassing the assigned universe and influencing the pipeline of new investment ideas.* Codify standards and frameworks to institutionalize best practices and ensure coverage continuity.* Take initiative to introduce original ideas and demonstrate independent thinking in research and idea generation.**Leadership Competencies*** Contribute to a high-performing team, supporting a culture of shared accountability, operational excellence, and partnership across the organization.* Meet your performance objectives while acting consistent with Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. * Support 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.**Job Qualifications****Required:*** **Experience:** Minimum of 8 years of relevant investment professional experience sufficient to perform independent work.* **Education:** Bachelor’s degree in finance, business, economics, or a related field, plus + Master’s degree in finance, economics, business administration or + or Chartered Financial Analyst (CFA) designation.* **Alternative requirements:** Bachelor’s degree in finance, accounting or related discipline plus a minimum of 15 years of successful investment professional experience.* **Knowledge:** Expert understanding of an investment research process and recognized thought leader in the Industrials sector.* **Collaboration:** Ability and eagerness to work effectively in a team environment.* **Mindset:** High level of intellectual curiosity and a continuous learning approach to gain investment industry knowledge.* Technical Skills: + Advanced modeling/valuation fluency (DCF, comps, multiples) + Proficiency in Microsoft Office Suite + Familiarity with Python, Bloomberg, FactSet, or similar tools* **Organizational Skills:** Strong time management, attention to detail, and ability to prioritize tasks.* **Analytical Skills:** Strong problem-solving and analytical capabilities.* **Communication:** Excellent written and verbal communication skills.* **Adaptability:** Ability to work under pressure and manage multiple priorities while meeting tight deadlines.* **Ethical:** Adheres to high ethical standards and maintains confidentiality of sensitive information.**Preferred:*** Master’s degree in finance, economics, business administration or a related field, plus Chartered Financial Analyst (CFA) designation.Pay TransparencyThrivent’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.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The 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.*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 View email address on click.appcast.io or call View phone number on click.appcast.io and request Human Resources.*
- J-18808-Ljbffr Thrivent Financial
Vacancy posted 2 days ago
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