Mutual Funds Accountant Intern - Summer 2027
Our top-rated summer internship program is designed to give college students meaningful work experience in specific functions, providing a deeper understanding of the processes of a Fortune 500 financial services organization. The program offers interesting challenges, valuable experience and an opportunity to get to know Thrivent. This 12-week internship is a key piece of Thrivent’s entry-level talent program to ensure a strong talent pipeline to meet the needs of the organization now and into the future. The internship program offers assignments to optimize your skills and experience while giving you exposure to multiple business areas.
POSITION DESCRIPTION
Join a dynamic financial reporting team where you'll gain hands-on experience supporting mutual fund operations, regulatory compliance, and shareholder reporting. In this role, you'll help prepare month-end shareholder reports, financial statements and prospectus updates while assisting with critical SEC filings such as N-PORT, N-CEN, and N-MFP. You'll collaborate with stakeholders across the organization to compile and validate data for board reporting, strengthen internal control documentation, and contribute to process improvement initiatives.
This opportunity is ideal for a motivated accounting or business student who thrives in a fast-paced environment, enjoys working with large datasets, and is eager to develop expertise in investment company reporting. Success in this role requires strong organizational skills, attention to detail, effective communication, a continuous improvement mindset, and the ability to leverage technology and AI tools like Copilot to drive efficiency and accuracy.
POSITION RESPONSIBILITIES
- Assist in the preparation of month end fund shareholder reports. This includes semi-annual reports (schedules of investments, financial statements, notes to financial statements), prospectus reporting, and fact sheets.
- Assist with SEC regulatory filings and compliance requirements.
- Compile and validate data and disclosures for various internal reporting and reports for the Mutual Funds/Series Funds/Core Funds Board of Trustees/Directors.
- Improve and enhance process documentation to help mature internal controls environment.
- Utilize AI-powered tools and data analytics to improve productivity.
POSITION REQUIREMENTS
- Currently a Junior (Dec. 2027 or May 2028 graduation date) pursuing an undergraduate degree in Accounting, Finance or Economics.
- A history of excellent academic performance (GPA 3.0+)
- Ability to leverage AI tools such as Copilot in working with large data sets.
- Skilled in MS Office tools, including PowerPoint and Excel
- Knowledge and understanding of accounting and financial reporting principles
- Strong analytical and problem-solving skills
- Ability to multi-task and deal with tight deadlines in a team environment
- Detail oriented with strong organizational and time management skills
- Strong oral and written communication skills
Additional Program Information
- Offering competitive compensation
- Full intern event program including development, networking, and social activities.