Portfolio Manager – Institutional Investments

COUNTRY Financial®

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

Posted 10/6/2026full-timeBloomington • Illinois • United StatesSeniorLead💰 $148,400 - $204,050 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing large investment portfolios, including private placement debt and commercial mortgage investments, while conducting thorough credit and relative-value analysis. Proven ability to collaborate across departments and influence investment decisions through independent judgment and effective communication.

Highest-signal resume keywords

Private Placement Debt ManagementCommercial Mortgage InvestmentsCredit AnalysisPortfolio Management StrategiesChartered Financial Analyst (CFA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sourcing InvestmentsUnderwritingStructuring InvestmentsNegotiating TermsMonitoring Portfolio ResultsRisk ManagementValuation AnalysisEconomic OutlooksCash Flow ModelingAsset-Liability Matching

Soft Skills

Independent JudgmentCommunication Skills

Certifications & Qualifications

Chartered Financial Analyst (CFA)

Industry Keywords

Insurance CompanyPension PortfoliosInstitutional InvestorCredit Tenant LoanMarket ConditionsIssuer FundamentalsCollateral PerformanceInvestment StrategiesPerformance MonitoringLiquidity Management

About the role

Key responsibilities & impact

Manage over $20 billion across insurance company and pension portfolios
Source, underwrite, structure, negotiate, and monitor private placement debt or commercial mortgage investments
Develop investment and relative-value recommendations
Manage credit and portfolio risks
Partner with colleagues across investments, actuarial, risk, accounting, and legal
Research and analyze investment ideas
Develop portfolio management strategies and monitor portfolio results
Manage an assigned segment of investments within insurance company and pension portfolios
Source, underwrite, negotiate, and manage private placement and Credit Tenant Loan investments
Conduct comprehensive credit, structural, and relative-value analysis across privately placed debt opportunities
Monitor market conditions, issuer fundamentals, credit quality, collateral performance, and portfolio exposures
Underwrite and negotiate terms and pricing of commercial mortgage investments
Monitor existing mortgage portfolios
Manage workout situations and real estate owned portfolios
Contribute to security selection, valuation analysis, security trading, portfolio management, performance monitoring, and evaluation of investment strategies
Evaluate new investment technologies, strategies, and vehicles
Provide market insights and contribute to economic outlooks for corporate planning
Collaborate on risk management, income and yield maintenance, asset-liability matching, liquidity management, cash flow modeling, and institutional asset management activities

Requirements

What you’ll need

Typically requires 10+ years of relevant experience or a combination of related experience, education and training
Chartered Financial Analyst (CFA) designation or progress towards completion
Significant experience managing private placement or commercial mortgage investments for an insurance company, pension plan, asset manager, or other institutional investor
Experience with sourcing, underwriting, structuring, negotiating, and monitoring private placement debt or commercial mortgage investments
Independent judgment and communication skills to influence investment decisions
Ability to conduct credit, structural, and relative-value analysis
Ability to monitor market conditions, issuer fundamentals, credit quality, collateral performance, and portfolio exposures

Benefits

Comp & perks

Short-Term Incentive plan
Medical insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
401(k) with company match
Opportunities to learn and grow throughout your career
Equal-opportunity, discrimination-free work environment