Equity Portfolio Manager – Institutional Investments

COUNTRY Financial®

. Manage over $20 billion across insurance company and pension portfolios .

Posted 10/20/2026full-timeBloomington • Illinois • United StatesSeniorLead💰 $178,000 - $244,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in portfolio management, equity research, and investment strategy development, with a strong focus on valuation analysis and risk assessment. Proven ability to communicate investment theses and collaborate effectively across teams to enhance decision-making and investment outcomes.

Highest-signal resume keywords

Portfolio ManagementEquity ResearchValuation AnalysisChartered Financial Analyst (CFA)Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsSecurity SelectionRisk ManagementPerformance MonitoringCash Flow ModelingEconomic ResearchAnalytical SkillsModeling SkillsInvestment StrategiesValuation Assessment

Soft Skills

Excellent Communication SkillsOpen-Minded Thought ProcessCuriosityDebate ParticipationCollaborative Mindset

Tools & Technologies

Generative AIFactSetMoxy

Certifications & Qualifications

Chartered Financial Analyst (CFA)MBA

Industry Keywords

Insurance PortfoliosPension PortfoliosFinancial SectorInformation Technology SectorInvestment Committee

About the role

Key responsibilities & impact

Manage over $20 billion across insurance company and pension portfolios
Conduct fundamental equity research and security selection
Construct portfolios and develop investment recommendations across assigned companies and sectors
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
Advance the team’s overall investment process and decision quality
Serve as a recognized resource and thought leader within the investment organization
Contribute experienced judgment to investment committee discussions
Partner with colleagues across investments and other areas to support broader portfolio objectives
Combine security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies
Evaluate new investment technologies, strategies, and vehicles for investment portfolios
Provide market insights and contribute to the 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

Requirements

What you’ll need

Typically requires 12+ years of relevant experience or a combination of related experience, education and training
Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
MBA preferred
Chartered Financial Analyst (CFA) designation
Financials or Information Technology sector equity research experience is a plus
Economic research experience is a plus
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
Experience with FactSet or Moxy is a plus

Benefits

Comp & perks

Short-Term Incentive plan
Insurance benefits (medical, dental, vision, disability, and life)
401(k) with company match
Opportunities to learn and grow throughout your career
Equal opportunity employment and a work environment free of discrimination and harassment