Equity Portfolio Manager - Institutional Investments
About The Position
COUNTRY Financial is seeking an experienced Senior Portfolio Manager to join its Institutional Investments team, which manages over $20 billion across insurance company and pension portfolios. The role has significant responsibility for fundamental equity research, security selection, portfolio construction, and developing investment recommendations across assigned companies and sectors. The Senior Portfolio Manager independently conducts company and industry research, develops and communicates investment theses, assesses valuation and portfolio risks, monitors existing holdings, and identifies new investment opportunities. The role also contributes to improving the team's investment process and decision quality. As a senior team member, the position serves as a resource and thought leader, contributes experienced judgment to investment committee discussions, and partners with colleagues across investments and other organizational areas to support broader portfolio objectives. The position works collaboratively across security selection, valuation analysis, trading, portfolio management, performance monitoring, and investment strategy evaluation. 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.
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 fundamental company and industry research across assigned companies and sectors.
- Develop and communicate investment theses and investment recommendations.
- Select securities and contribute to portfolio construction.
- Assess valuation and portfolio risks, monitor existing holdings, and identify new investment opportunities.
- Contribute to advancing the team's investment process and decision quality.
- Serve as a resource and thought leader within the investment organization and contribute judgment to investment committee discussions.
- Collaborate with investment colleagues and other organizational teams to support broader portfolio objectives.
- Contribute to security selection, valuation analysis, security trading, portfolio management, performance monitoring, and evaluation of investment strategies.
- Evaluate new investment technologies, strategies, and vehicles for use in investment 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.
Benefits
- Medical, dental, vision, disability, and life insurance benefits.
- 401(k) with company match.
- Short-Term Incentive plan eligibility.
- Opportunities to learn and grow throughout a career.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
