Equity Portfolio Manager - Institutional Investments
Bloomington, IL Hybrid
$178,000–$244,750 a yearJobFig found this opening at its original source and checks that it remains available.
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. How does this role make an impact? Do you have what we're looking for? In addition to base salary, this position is eligible for a Short-Term Incentive plan.
What you'll bring
- Chartered Financial Analyst (CFA) designation.
- 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.
- Bachelor’s degree in Finance, Economics, Accounting, or 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.