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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.