Senior Portfolio Manager, Institutional Investments

CCSI CC Services, Inc.; United States; Hybride; USD 148 000 - 204 000; Plein temps

Résumé du poste

COUNTRY Financial, a leading insurer and investment manager, seeks a Portfolio Manager to oversee private placement debt and commercial mortgage investments within institutional portfolios. You will drive research, underwriting, and portfolio strategies, partnering across teams to balance income, liquidity and risk.

The ideal candidate has at least 10 years in relevant investing, CFA designation (or progress), and demonstrated judgment to influence decisions in a team‑oriented investment

Qualifications

• 10+ years of relevant experience or a combination of related experience, education and training.
• Chartered Financial Analyst (CFA) designation or progress towards completion.
• Experience managing private placement or commercial mortgage investments for insurers, pensions, asset managers, or institutional investors.

Responsabilités

• Research and analysis of investment ideas and development of portfolio management strategies.
• Monitor portfolio results and manage credit and portfolio risks.
• Collaborate with investments, actuarial, risk, accounting and legal teams to support liquidity and asset‑liability objectives.
• Focus areas may include private placement debt or commercial mortgage investments and related underwriting.

Connaissances

Private placement investments

Commercial mortgage investments

Credit analysis

Portfolio management

Communication skills

Formation

CFA designation

Description du poste

COUNTRY Financial, a leading insurer and investment manager, seeks a Portfolio Manager to oversee private placement debt and commercial mortgage investments within institutional portfolios. You will drive research, underwriting, and portfolio strategies, partnering across teams to balance income, liquidity and risk.

The ideal candidate has at least 10 years in relevant investing, CFA designation (or progress), and demonstrated judgment to influence decisions in a team‑oriented investment