Investment Analyst Sr

Experience More With A Career At Country Financial!

We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.

About The Role

At COUNTRY Financial, our Private Credit Analyst works in the Insurance Investments group of COUNTRY Trust Bank and will research investment ideas for inclusion in investment portfolios. The role acts as a member of the Private Credit team with a primary focus on sourcing, diligence, monitoring, and reporting of private credit commitments.

Sourcing activities will primarily include managing relationships with placement agents and other intermediaries relevant to the private credit market.

Diligence activities include participating in calls with managers, analyzing various fundraising materials, preparing materials for onsite diligence sessions, calling references, documenting conversations & meetings, preparing investment memos, and assisting with negotiating legal terms.

Monitoring activities include periodic calls with managers, reading quarterly manager reports, and potentially attending annual meetings.

Reporting activities include updating the CRM system with notes from calls & meetings, preparing reports for senior management, and preparing reports for the fixed income team.

Additional responsibilities may include assisting with research of other asset classes.

How Does This Role Make An Impact?

Assists Portfolio Managers, as part of a collaborative team environment, with security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization.

Contributes to overall investment policy decisions and helps to prepare reports and presentations. May participate in the Asset Allocation Committee, Stock Selection Committee, and / or Mutual Fund Selection Committee.

Researches and analyzes assigned projects.

Develops skills, experience, and industry knowledge and determines direction for personal career development.

Do You Have What We're Looking For?

Prior investment experience in Fixed Income and Alternative Investments

Chartered Financial Analyst (CFA) designation or progress towards completion is preferred

Prior experience in analyzing investments for the purpose of making investment decisions

Typically requires 7+ years of relevant experience or a combination of related experience, education and training.

Base Pay Range : $94,000-$129,250

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why Work With Us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.