Equity Portfolio Manager - Institutional Investments

COUNTRY Financial•Bloomington, IL

15h•Hybrid

About The Position

COUNTRY Financial is seeking an experienced Senior Portfolio Manager for its Institutional Investments team, which manages more than $20 billion across insurance company and pension portfolios. The role focuses on fundamental equity research, security selection, portfolio construction, and investment recommendations for assigned companies and sectors within a collaborative investment organization with exposure to public and private markets. The Senior Portfolio Manager independently conducts company and industry research, develops and communicates investment theses, assesses valuation and portfolio risks, monitors holdings, and identifies investment opportunities. The role also contributes to improving the team’s investment process and decision quality. As a senior team member, this person serves as a recognized resource and thought leader, brings experienced judgment to investment committee discussions, and partners with colleagues across the organization to support portfolio objectives. The role works across security selection, valuation analysis, trading, portfolio management, performance monitoring, and evaluation of investment strategies to implement organizational investment policies. It also evaluates investment technologies, strategies, and vehicles; provides market insights and economic outlook contributions for corporate planning; and collaborates on risk management, income and yield maintenance, asset-liability matching, liquidity management, cash flow modeling, and other institutional asset management activities. The position offers a base pay range of $178,000–$244,750 and eligibility for a Short-Term Incentive plan. COUNTRY Financial’s benefits package includes medical, dental, vision, disability, and life insurance, as well as a 401(k) with company match. The posting identifies the role as hybrid through the #LI-Hybrid tag.

Requirements

Typically 12 or more years of relevant experience, or a combination of related experience, education, and training.
Chartered Financial Analyst (CFA) designation.
Excellent written and verbal communication skills.
Open-minded and curious approach, with 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.

Nice To Haves

Bachelor’s degree in Finance, Economics, Accounting, or a related field preferred.
MBA preferred.
Financials or Information Technology sector equity research experience is a plus.
Economic research experience is a plus.
Experience with FactSet or Moxy is a plus.

Responsibilities

Conduct rigorous fundamental company and industry research across assigned companies and sectors.
Develop and communicate investment theses and recommendations.
Assess valuation and portfolio risks, monitor existing holdings, and identify new investment opportunities.
Contribute to the investment team’s process and decision quality.
Serve as a recognized resource and thought leader within the investment organization.
Contribute experienced judgment to investment committee discussions.
Collaborate with investment colleagues and other organizational teams to support broader portfolio objectives.
Participate in security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies.
Evaluate investment technologies, strategies, and vehicles for potential application in portfolios.
Provide market insights and contribute to economic outlook for corporate planning.
Collaborate on risk management, income and yield maintenance, asset-liability matching, liquidity management, cash flow modeling, and other institutional asset management activities.