As an Equity Research Analyst Intern at Thrivent, you'll gain hands-on experience supporting the investment research process while learning from experienced portfolio managers, traders, and senior research analysts.
During the internship, you'll help research companies and industries, organize financial information, follow market news and earnings updates, support financial model and valuation work, and prepare draft summaries or research materials. You may also join meetings, earnings calls, and internal discussions to learn how investment insights are developed and shared across the team.
This internship is based in Thrivent's Minneapolis Investments office and is a great fit for students who are curious, analytical, collaborative, and eager to learn. We welcome candidates who have demonstrated coursework in the field of asset management and/or securities analysis or minimum of 1 summer of relevant professional investment experience. Relevant experience may include full-time investment professional work, academic investment research analyst work, or internships.
DUTIES & RESPONSIBILITIES: Research, Analysis, and Investment Decision Support- Assist senior analysts with company and industry research using established templates and guidance
- Collect and organize financial statements, SEC filings, earnings reports, and key performance indicators (KPIs)
- Monitor daily news flow, earnings releases, and market developments relevant to covered companies
- Build, update, and maintain financial models and valuation tools under analyst direction
- Keep databases, dashboards, and valuation metrics current for tracking company and sector performance
Communication, Collaboration & Reporting- Prepare draft reports, presentations, and summaries based on analyst input
- Support creation of earnings previews, post-call notes, and sector updates using standard formats
- Assist in preparing materials for internal discussions and client presentations
- Participate in meetings, earnings calls, and conferences primarily to capture information and update research files
- Provide timely updates and organized data to enhance team research flow
- Contribute observations from monitored news and KPIs to support investment discussions
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.
QUALIFICATIONS & SKILLS: Required:- Experience: Demonstrated coursework in the field of asset management and/or securities analysis or a minimum of 1 summer of relevant investment professional experience
- Education: High academic achievement in a rigorous bachelor's curriculum, with a preference towards finance, business, economics, engineering, data science, or related discipline
- Knowledge: General understanding of investment research analyst work
- 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:
- Intermediate proficiency in Microsoft Office Suite
- Strong Excel skills
- 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, or Chartered Financial Analyst (CFA) designation
- Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
- Internship experience in equity research or financial services
Thrivent'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 hourly wage range for this full-time role is $45.00 per hour, 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.
Pay Transparency
The following benefits may be offered for roles working 20 or more hours per week: medical insurance; Sick and Safe Time; paid company holidays, 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.
