Mutual Funds Accountant Intern - Summer 2027

Thrivent; Minneapolis (MN); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Thrivent, Minneapolis, invites motivated accounting or business students to join a 12-week summer internship in our financial reporting team. You will gain hands-on experience supporting mutual fund operations, regulatory compliance, and shareholder reporting, while learning to leverage Copilot for data analysis and process improvements.

This role offers exposure to month-end reporting, significant data handling, and collaboration with cross-functional stakeholders as part of Thrivent’s

Qualifications

• Pursuing an undergraduate degree in Accounting, Finance or Economics with a GPA of 3.0+.
• Strong academic performance and problem-solving abilities.
• Able to leverage Copilot AI tools with large datasets.
• Proficient in MS Office, especially Excel and PowerPoint.
• Solid understanding of accounting and financial reporting principles.

Responsibilities

• Assist in preparing month-end fund shareholder reports, financial statements, notes and prospectus updates.
• Support SEC regulatory filings and compliance requirements.
• Compile and validate data for internal reporting and board materials.

Skills

Analytical skills

Microsoft Excel

PowerPoint

Copilot / AI tools

Communication skills

Time management

Education

Undergraduate student in Accounting/Finance/Economics

Tools

Copilot

MS Office

Job description

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 skillsAbility 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.

Location

Minneapolis, MN

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this full-time role is $26.00 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Pay Transparency

• The following benefits may be offered for roles working 20 or more hours per week: medical insurance; Sick and Safe Time; paid company holidays, and other employee benefits.

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 [e-mail] or call 800-847-4836 and request Human Resources.