Senior Analyst, Private Equity Performance & Investor Reporting
Core
Own the accuracy, timeliness, and clarity of investor and internal leadership reporting for Thrivent's private equity and co-investment portfolio.
Role type
Senior Analyst, Private Equity Performance & Investor Reporting
Builds
Reliable, decision-ready reporting packages for CIO, Head of General Account, and external limited partners.
Domain
Private Equity / Fund Administration
Deliverable
dashboards & analysis
Required skills
Private equity performance metrics (IRR, MOIC, TVPI, DPI), Financial modeling, Advanced Excel, Reconciliation, Data validation, Executive narrative writing, Benchmarking
Preferred skills
Portfolio monitoring platforms, CRM systems
Responsibilities
Prepare and validate periodic reporting to limited partners; Own the investor reporting calendar and quality-control checklist; Prepare quarterly portfolio packages for executive leadership; Translate raw fund data into clear performance narratives; Compile realized investment reporting for exits; Benchmark portfolio performance against market indices; Complete OFAC clearance requirements.
Seniority
Senior, hands-on IC