Equity Research Analyst Intern - Summer 2027

Summary

Thrivent is a Fortune 500 financial services organization. The Equity Research Analyst Intern will support the investment research process by researching companies and industries, organizing financial information, monitoring market developments, and assisting with financial models and valuation tools. The intern will also prepare research materials, participate in investment discussions, and collaborate with analysts and investment professionals.

Responsibilities

• 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
• 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
• 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

Skills

• **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
• 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
• 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

Qualifications

Must Haves

• **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
• 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

Nice to Haves

• 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

Benefits

• Medical insurance for roles working 20 or more hours per week
• Sick and Safe Time for roles working 20 or more hours per week
• Paid company holidays for roles working 20 or more hours per week
• Other employee benefits for roles working 20 or more hours per week