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Investment Analyst

Company: CC Services, Inc.
Location: Bloomington
Posted on: January 11, 2022

Job Description:

As an Investment Analyst at COUNTRY Financial, you'll join an experienced team of portfolio managers and analysts dedicated to help wealth management clients of COUNTRY Trust Bank achieve their financial security goals. The team conducts market, economic and asset research to be utilized both in client and insurance company portfolios, oversees the strategic and tactical allocations of our modeled portfolios, and acts as a resource regarding the strategy, direction, and initiatives of the Investment Services division.
You'll support the research, management, construction and implementation of investment portfolios as a member of the investment department to meet the organization's investment policies and client's objectives. You'll also monitor and review investment portfolios, as well as contribute to overall investment policy decisions and help to prepare presentations.
This position offers a hybrid work schedule and is based out of our corporate offices in Bloomington, IL.
How does an Investment Analyst 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.

Job Requirements:
Do you have what we're looking for?
Experience in investment research and strong passion for investing.
Analytical skills with strong attention to detail.
Proficiency in Excel, Tableau and/or or similar data software.
Strong commitment to team environment dynamics.
Pro-active, self-sufficient, takes initiative.
Typically requires bachelor's degree and at least 2 years of investment experience -(or equivalent, such as 4 -years of experience or master's degree and no experience).
This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.
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, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees.
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 Financial does not generally sponsor individuals for employment-based visas for this position.

Keywords: CC Services, Inc., Bloomington , Investment Analyst, Professions , Bloomington, Illinois

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