Equity Portfolio Manager - Institutional Investments

CCSI CC Services, Inc.; United States; Hybrid; USD 178.000 - 245.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Insurance benefits

Paid time off

Parental leave

Tuition assistance and industry design

Zusammenfassung

COUNTRY Financial is seeking a Senior Portfolio Manager to join our Institutional Investments team, overseeing over $20 billion in insurance and pension portfolios. You will conduct rigorous equity research, build portfolios, and develop investment theses while communicating insights to committees and leadership.

The ideal candidate has extensive institutional equity experience, a CFA designation, and strong modeling skills.

Qualifikationen

• 12+ years of relevant investment experience or equivalent mix of education and training.
• CFA designation; MBA preferred.
• Strong analytical and communication skills.

Aufgaben

• Lead fundamental equity research and security selection for portfolios.
• Develop investment theses, assess valuation and risks, monitor holdings.
• Contribute to investment process improvements and committee discussions.
• Collaborate across Investments and other areas to support portfolio objectives.

Kenntnisse

Asset selection

Equity research

Portfolio construction

Financial modeling

Excel proficiency

AI in investing

Ausbildung

Bachelor's in Finance/Economics/Accounting/related

MBA, CFA is a plus

Tools

FactSet

Moxy

Jobbeschreibung

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. to help our organization grow and make a difference for our clients.

About the role

COUNTRY Financial is seeking an experienced Senior Portfolio Manager to join our Institutional Investments team and help manage over $20 billion across insurance company and pension portfolios. As part of a highly collaborative investment organization with broad exposure to public and private markets, this role will have significant responsibility for fundamental equity research, security selection, portfolio construction, and the development of investment recommendations across assigned companies and sectors. The Senior Portfolio Manager will independently conduct rigorous company and industry research, develop and communicate investment theses, assess valuation and portfolio risks, monitor existing holdings, and identify new investment opportunities. This role will also contribute to advancing the team's overall investment process and decision quality. As a senior member of the team, this individual will serve as a recognized resource and thought leader within the investment organization, bring experienced judgement to investment committee discussions, and partner with colleagues across investments and other areas of the organization to support broader portfolio objectives. The ideal candidate will bring extensive institutional equity investment experience, broad investment expertise, strong independent judgment, and the ability to influence investment decisions through rigorous analysis and clear communication, contributing to a disciplined, team-oriented investment process.

How does this role make an impact?

• Works in a collaborative team environment that combines security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization.
• Evaluates new investment technologies, strategies and vehicles for application in investment portfolios.
• Provides market insights and contributes to economic outlook for corporate planning purposes.
• Collaborates extensively with other employees across the organization on activities such as risk management, income and yield maintenance, asset liability matching, liquidity management, cash flow modeling, or other institutional asset management activities.

Do you have what we're looking for?

• Typically requires 12+ years of relevant experience or a combination of related experience, education and training.
• Bachelor's degree in Finance, Economics, Accounting, or related field preferred. MBA preferred.
• Chartered Financial Analyst (CFA) designation.
• Financials or Information Technology sector equity research experience is a plus.
• Economic research experience is a plus.
• Excellent written and verbal communication skills.
• Open-minded thought process and sense of curiosity. Willingness to challenge others and participate in healthy debates.
• Strong analytical and modeling skills, including advanced knowledge of Microsoft Excel.
• Experience utilizing Generative AI to drive efficiency and effectiveness.
• Experience with FactSet or Moxy is a plus.

Base Pay Range: $178,000-$244,750. The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

• Insurance benefits (medical, dental, vision, disability and life)
• 401(k) with company match
• Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community
• Tuition assistance and industry education certificates and designations
• Employee resource groups to connect with your peers

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

COUNTRY is headquartered in Bloomington, IL and offers hybrid, onsite and remote opportunities. If you're based at our Bloomington, IL corporate office, you'll enjoy a hybrid work schedule - three days in the office and two days working remotely. For roles posted as remote, candidates who live more than 50 miles from Bloomington, IL may qualify for a fully remote arrangement.

From the moment you're hired, we invest in you. We know job satisfaction fuels your contribution, so we offer competitive benefits and make investments that help you achieve your professional goals: Insurance benefits (medical, dental, vision, disability and life) 401(k) with company match Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community Tuition assistance and industry education certificates and designations Employee resource groups to connect with your peers.

© 2024 CC Services Inc., All rights reserved. Terms of Use | Privacy & Security | Accessibility COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.