Senior Investment Analyst

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 As a Senior Investment Analyst with COUNTRY Trust Bank Wealth Management, you will be part of a highly experienced team of portfolio managers and analysts committed to helping clients achieve long‑term financial security. In this role, you will play a key part in managing and executing investment strategies for our most sophisticated client relationships. Your responsibilities will include trading across mutual funds, ETFs, equities, and fixed income; conducting economic, market, and security-level research; and contributing to internal investment committee discussions on asset allocation and security selection. You will also engage directly with fund companies, sell‑side analysts, and corporate investor relations teams, while supporting broader data analysis initiatives that advance the team’s strategic objectives. How does this role make an impact? - Supports investment portfolio manager - research, management, construction, implementation of portfolios. - 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? Typically requires a minimum of 7 years of professional experience in portfolio trading, investment analysis, or closely related disciplines. Experience should include: Trading and managing complex multi‑account relationships, Working within a discretionary investment platform, Applying investment guidelines, restrictions, and household‑level asset allocation. High proficiency in trading workflows, portfolio management systems, and analytical tools used in model‑based and discretionary portfolio management environments. Strong ownership mindset with the ability to manage multiple priorities, meet recurring deadlines, and independently drive research, reporting, and investment content deliverables. Advanced analytical and investment research expertise, with demonstrated ability to contribute meaningfully to equity research and mutual fund/ETF due diligence. A genuine interest in progressing toward a career as a Portfolio Manager within Wealth Management, including building advisory skills, deepening client engagement capabilities, and developing the judgment required for discretionary portfolio management. Proven experience managing and maintaining investment performance composites, preferably including GIPS‑compliant performance reporting. Demonstrated ability to collaborate across investment teams, contribute to committee discussions, and uphold high standards of accuracy, timeliness, and risk control. Strong investment communication capabilities, with a track record of producing client‑facing market commentary, performance insights, and written materials that distill complex concepts into clear and actionable messaging. Chartered Financial Analyst (CFA) designation strongly preferred; candidates who have demonstrated significant progress toward the designation are encouraged to apply. #LI-AH1 Base Pay Range: $94,400-$129,800 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. Incentive Pay: 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. Come join our team at COUNTRY today! COUNTRY is headquartered in Bloomington, IL and offers hybrid, onsite and remote opportunities. If you're based at our Bloomington, IL corporate office, you'll enjoy a hybrid work schedule - three days in the office and two days working remotely. For roles posted as remote, candidates who live more than 50 miles from Bloomington, IL may qualify for a fully remote arrangement. From the moment you’re hired, we invest in you. We know job satisfaction fuels your contribution, so we offer competitive benefits and make investments that help you achieve your professional goals: Insurance benefits (medical, dental, vision, disability and life) 401(k) with company match Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community Tuition assistance and industry education certificates and designations Employee resource groups to connect with your peers. Take the next steps to experience more with careers at COUNTRY Financial and apply today! Have additional questions? Get in touch with Human Resources at [email protected] Provide your information to our recruiters for future opportunities by joining our talent community. Check out additional opportunities: to invest in your future with a COUNTRY Financial Internship sales opportunities through Agency Careers at our parent company Illinois Farm Bureau © 2024 CC Services Inc., All rights reserved. Terms of Use | Privacy & Security | Accessibility COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing. Apply tot his job Apply To this Job