Legal Investment Specialist

      

The Private Legal Investment Team handles legal work for over 100 transactions annually. This role partners directly with business leaders and attorneys to develop and maintain deal and compliance processes, while also assisting in regulatory and legal matters to help protect the organization’s reputation. A major component of the role includes providing high-level support to the executive lawyer leading the team, ensuring seamless coordination, responsiveness, and strategic alignment across all activities

         

          

Job Duties and Responsibilities:

• Organizes and coordinates executive's schedule by proactively arranging appointments, maintaining calendars and scheduling meetings, conferences, travel, and presentations to avoid conflicts and ensure optimal use of time. Understand executive’s priorities (e.g., board meetings, investment reviews, legal deadlines) and adjust schedule accordingly.
• Handles telephone calls, greets visitors, responds to information requests, monitors executive’s inbox and responds or escalates time-sensitive items and composes correspondence (often of a confidential nature)
• Relieves VP of routine administrative details, including data compilation and analysis
• Prepares meeting agendas and briefings, maintains meeting notes, and arranges for implementation of action items
• Prepares presentation materials and spreadsheets to produce high quality reports, presentations, and other documents
• Supports and/or administers projects or processes for division/department (e.g., weekly team check-ns, board prep, follow-up tracking)
• Maintains and promotes strong business relationships with key stakeholders in support of management objectives (e.g., regularly check in with portfolio managers to understand upcoming deal timelines and ensure legal reviews are aligned with investment priorities).
• Assist with fund closings, manage legal filings using iManage, SharePoint, and Director’s Desk, conduct OFAC searches and monitor alerts, and support investment operations and audits through timely data responses.
• Manage the daily processing of deals: document coordination, communications with parties, reporting and legal bills.
• Track all steps of the deal cycle and assist in the management of deal closing deliverables.
• Interface with internal and external resources daily, including coordination across multiple law firms, investment operations teams, and other stakeholders. This often involves finding time on short notice for meetings involving 30–40 participants, requiring strategic scheduling, clear communication, and a deep understanding of priorities to ensure alignment with management objectives..
• Clearly and succinctly communicate findings to business partners and/or representatives in manner that helps stakeholders understand the rationale and related next steps. 
• Work effectively and efficiently in a fast-paced environment.
• Demonstrate strong knowledge of corporate organizational and transaction documents with minimal direction, showing independence, initiative, and the ability to be a self-starter in a fast-paced legal and investment environment

Required Job Qualifications:

• College degree or equivalent work experience.
• 3+ years related corporate transactional experience.

Other Critical Factors:

• Ability to learn and manage deal cycles.

• Experience with tools used to evaluate, interpret, and analyze legal information.

• Demonstrates strong written and verbal communication skills.

• Exercises sound business acumen and judgment.

• Fosters teamwork and collaboration.

• Ability to evaluate, redesign or tailor electronic tools utilized by law and compliance to meet the needs of the GCO.

• Ability to draft policies and procedures for GCO and business clients.

• Experience working under tight deadlines and competing demands.

• Independent judgements used to problem solve and resolve issues.

• Expected to be in the office 3+ days per week.

              

Pay Transparency

 

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 salary or hourly wage range for this full-time role is $72,505.00 - $98,097.00 per year, 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.

 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

 

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.