Investment Analyst

      

For this role, the Investment Analyst’s (Trading Focused) main responsibilities include sending new account emails, trading new accounts, following up on existing issues, and placing trades when necessary. Additional responsibilities include rebalancing trades, assisting with money movement tasks for brokerage accounts, and working directly with advisors to complete service work. While those are the baseline functions, candidates who excel will have opportunities to contribute more broadly—particularly in automating and improving our VBA-based spreadsheets that drive account tracking, trade calculations, and review notes. This position also sits directly next to our research department, making it a strong steppingstone for career progression into research and investment strategy. Successful candidates will work closely with research to understand the “why” behind investment decisions and provide feedback on trade feasibility.
The role of Investment Analyst is employed by Purpose Driven Wealth and will report to Clint Jasperson, Wealth Advisor, and Lotem Sella, Director of Investment Operations.
This role is full-time and fully in-office out of Loveland, CO.
Hours: 8am to 5pm, Monday - Friday
Compensation: $80K to $100K based on licensing and experience. Bonus opportunities available.
Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

         

          

Position Roles/Responsibilities/Accountabilities

• Handle email outreach and trading activities for newly established accounts
• Place trades and rebalancing transactions as needed
• Follow up on existing account issues and ensure resolution
• Assist with money movement tasks for brokerage accounts
• Work directly with advisors to complete service requests and trade instructions
• Collaborate with the research team to understand investment decisions and assess trade feasibility
• Provide accurate and timely trade execution support
• Maintain and update account tracking systems and reports
• (Growth opportunity) Contribute to the automation of spreadsheets and tools using VBA or other coding methods

Position Qualifications

• 0–3 years of experience in trading, operations, or brokerage services
• Fully licensed (e.g., Series 7/66 or obtained within first 90 days of hire)
• Bachelor’s Degree preferred
• Strong Excel skills; familiarity with VBA or other automation tools a plus
• Excellent written and verbal communication skills for advisor support
• Strong attention to detail and organizational skills
• Interest in growing into investment research or analytics roles over time
• Willingness to learn, take initiative, and contribute to team success

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Purpose Driven Wealth
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

              

Pay Transparency

 

 

 

 

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 [email protected] or call 800-847-4836 and request Human Resources.