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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in equity investment analysis and leadership, with a strong focus on sector-specific insights and investment strategies. Capable of mentoring teams, driving process improvements, and delivering actionable investment recommendations based on rigorous research and data analysis.
Highest-signal resume keywords
Equity Investment AnalysisLeadership And MentoringInvestment ResearchFinancial Data AnalysisSector-Specific Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AcumenAnalytical SkillsValuation AnalysisPortfolio ManagementFinancial ModelingResearch MethodologiesData AnalysisRisk ManagementPerformance EvaluationMarket Sentiment Analysis
Soft Skills
Leadership SkillsCommunication SkillsCollaborationPresentation SkillsTeam Management
Certifications & Qualifications
Master's Degree In FinanceCertified Financial Analyst (CFA)
Industry Keywords
Equity InvestmentSoftware SectorInvestment UniverseGrowth CatalystsCompetitive PositioningIndustry DynamicsBehavioral BiasesSector AnalysisOperational DriversRegime Shifts
About the role
Key responsibilities & impact- Lead communication, implementation, and ongoing refinement of a systematic investment process for assigned sector coverage
- Develop and maintain a comprehensive sector universe, organize tickers into custom subsectors, and rank companies based on valuation, operating performance, and market sentiment
- Identify attractive investment opportunities, conduct rigorous research, and deliver clear, actionable recommendations
- Drive continuous improvement of the equity investment process by sharing tools, insights, and process enhancements
- Incorporate multiple investment styles and portfolio management approaches into sector analysis
- Formulate and articulate a data-supported strategic view of the sector and engage analysts to ensure alignment and depth
- Monitor near-term and long-term sector developments and train analysts to identify winners and losers
- Support analysts in developing industry outlooks and well-supported recommendations
- Establish sector-level expectations, sentiment, and behavioral dynamics to guide conviction, risk management, and portfolio positioning
- Lead analysts in recognizing narrative-driven environments and regime shifts, challenging consensus, and mitigating behavioral biases
- Own sector-wide valuation philosophy, uphold best practices, and audit modeling quality
- Manage team workflows and accountability for overall work quality and performance
- Oversee coverage assignments and eliminate duplication of effort
- Foster collaboration among team members
- Meet regularly with the Director of Equity Research to review team structure, analyst development needs, and improvement opportunities
- Facilitate regular sector team meetings
- Collaborate with analysts and portfolio managers across industries, market capitalizations, and investment styles
- Participate in cross-industry research initiatives
- Serve as primary liaison between analysts and portfolio management teams
- Model Thrivent's leadership competencies and support continuous improvement, employee engagement, and commitment to clients
Requirements
What you’ll need- Minimum of 10 years of relevant equity investment professional experience
- 3+ years leading or mentoring investment research professionals
- Master's degree in finance, business, economics, or related area, or Certified Financial Analyst (CFA) designation
- Exceptional leadership and management skills
- Strong investment acumen and analytical skills
- Excellent communication and presentation skills
- Ability to work collaboratively within and across teams
- Demonstrated experience within the Software sector
- Comprehensive knowledge of the broader investment universe
- Ability to analyze growth catalysts, competitive positioning, and industry dynamics, including platform shifts and disruptive trends
- Deep understanding of the sector's technical foundations and key operational drivers
- Ability to analyze complex financial data and make informed decisions
- Initiative in identifying and pursuing investment opportunities
- High ethical standards and ability to maintain confidentiality of sensitive information
Benefits
Comp & perks- Various bonuses, including 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
- Employee Assistance Program (EAP)
- Well-being benefits
- Other employee benefits