POSITION DESCRIPTION

Join a dynamic financial reporting team where you'll gain hands-on experience supporting mutual fund operations, regulatory compliance, and shareholder reporting. In this role, you'll help prepare month-end shareholder reports, financial statements and prospectus updates while assisting with critical SEC filings such as N-PORT, N-CEN, and N-MFP. You'll collaborate with stakeholders across the organization to compile and validate data for board reporting, strengthen internal control documentation, and contribute to process improvement initiatives.

This opportunity is ideal for a motivated accounting or business student who thrives in a fast-paced environment, enjoys working with large datasets, and is eager to develop expertise in investment company reporting. Success in this role requires strong organizational skills, attention to detail, effective communication, a continuous improvement mindset, and the ability to leverage technology and AI tools like Copilot to drive efficiency and accuracy.

Position Responsibilities 

• Assist in the preparation of month end fund shareholder reports. This includes semi-annual reports (schedules of investments, financial statements, notes to financial statements), prospectus reporting, and fact sheets.

• Assist with SEC regulatory filings and compliance requirements.

• Compile and validate data and disclosures for various internal reporting and reports for the Mutual Funds/Series Funds/Core Funds Board of Trustees/Directors.

• Improve and enhance process documentation to help mature internal controls environment.

• Utilize AI-powered tools and data analytics to improve productivity.

Position Requirements  

• Currently a Junior (Dec. 2027 or May 2028 graduation date) pursuing an undergraduate degree in Accounting, Finance or Economics.

• A history of excellent academic performance (GPA 3.0+)

• Ability to leverage AI tools such as Copilot in working with large data sets.

• Skilled in MS Office tools, including PowerPoint and Excel

• Knowledge and understanding of accounting and financial reporting principles

• Strong analytical and problem-solving skills

• Ability to multi-task and deal with tight deadlines in a team environment

• Detail oriented with strong organizational and time management skills

• Strong oral and written communication skills

   

Additional Program Information 

• Offering competitive compensation

• Full intern event program including development, networking, and social activities.

Location 

Minneapolis, MN

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 $26.00 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.