Portfolio Manager - Institutional Investments

COUNTRY Financial•Bloomington, IL

4d•$148,400 - $204,050•Hybrid

About The Position

COUNTRY Financial is seeking an experienced Portfolio Manager to join their Institutional Investments team. This role will manage over $20 billion across insurance company and pension portfolios. The position involves sourcing, underwriting, structuring, negotiating, and monitoring private placement debt or commercial mortgage investments. The Portfolio Manager will develop investment and relative-value recommendations, manage credit and portfolio risks, and collaborate with various departments including investments, actuarial, risk, accounting, and legal to support income, liquidity, capital, and asset-liability management objectives. The ideal candidate will have significant experience managing private placement or commercial mortgage investments for an institutional investor and possess strong independent judgment and communication skills. The role is responsible for research and analysis of investment ideas, development of portfolio management strategies, and monitoring of portfolio results. The specific focus may range from investment analysis of securities, industries, and sectors to managing investment portfolios within established policies. The role manages an assigned segment of investments within insurance company and pension portfolios, specializing in either Fixed Income Investments (private placement and Credit Tenant Loan investments, credit/structural/relative-value analysis, market monitoring) or Mortgage/Real Estate Investments (underwriting, negotiation, monitoring, workout situations, real estate owned portfolio management).

Requirements

10+ years of relevant experience or a combination of related experience, education and training
Chartered Financial Analyst (CFA) designation or progress towards completion

Responsibilities

Research and analysis of investment ideas
Development of portfolio management strategies
Monitoring of portfolio results
Investment analysis of specific securities, industries and industry sectors
Management of investment portfolios within appropriate investment policies
Sourcing, underwriting, negotiating, and managing private placement and Credit Tenant Loan (CTL) investments
Conducting comprehensive credit, structural, and relative-value analysis across a broad range of privately placed debt opportunities
Monitoring market conditions, issuer fundamentals, credit quality, collateral performance, and portfolio exposures to identify investment opportunities and emerging risks
Underwriting and negotiating terms and pricing of commercial mortgage investments in a competitive environment
Monitoring the existing mortgage/real estate portfolio
Managing workout situations and the real estate owned portfolio
Evaluating new investment technologies, strategies and vehicles for application in investment portfolios
Providing market insights and contributing to economic outlook for corporate planning purposes
Collaborating 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