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Equity Investment Analyst/Manager

2 months ago

Stevens Point, Wisconsin, United States Sentry Insurance Full time

Join Our Team as an Equity Investment Analyst/Manager

Sentry Insurance is seeking a dedicated Equity Investment Analyst/Manager to become a vital part of our dynamic team. This role presents a unique chance to influence our investment strategies within a collaborative environment that fosters professional growth.

Key Responsibilities:

  • Conduct thorough evaluations of individual stocks for potential inclusion in our equity portfolios, utilizing a fundamental analysis approach that encompasses company business models, financial metrics, and sector evaluations.
  • Stay informed on daily market conditions and relevant economic indicators.
  • Assist in the development and oversight of equity portfolios that align with our performance goals.
  • Continuously monitor existing stock holdings to ensure optimal performance.
  • Make informed decisions regarding the buying and selling of equity positions, providing clear justifications for each action taken.

Additional Duties:

  • Present insights on market and sector trends to the investment team.
  • Develop a macroeconomic perspective to guide organizational planning.
  • Assess new investment technologies and strategies for potential integration into our portfolios.
  • Perform other related tasks as necessary.

Qualifications:

  • A Bachelor's Degree or equivalent experience is required; a Master's degree is preferred.
  • Progress towards or possession of a Chartered Financial Analyst designation is desirable.
  • Comprehensive understanding of investment markets.
  • Experience in fundamental equity analysis is essential.
  • Strong interpersonal and communication skills.
  • Excellent analytical abilities.

Specific Requirements for Analyst Role:

  • A minimum of 2 years of relevant experience.
  • Familiarity with macroeconomic principles is advantageous.
  • Ability to perform under tight deadlines.

Specific Requirements for Manager Role:

  • A minimum of 5 years of relevant experience.
  • Strong expertise in macroeconomics, financial analysis, and portfolio management.
  • Willingness to meet travel obligations as required.

What We Offer:

At Sentry, we provide a comprehensive rewards package that extends beyond competitive salaries. Here are some of the benefits you can expect:

  • A flexible hybrid work model, allowing for remote work on select days.
  • Provision of necessary equipment for both in-office and home office setups.
  • Meal subsidies for in-office associates.
  • A robust 401(K) plan with matching contributions.
  • Opportunities for continuous education and career advancement through Sentry University.
  • Generous Paid-Time Off and Volunteer-Time Off policies.
  • Comprehensive health benefits, including medical, dental, and vision coverage.
  • Access to well-being and employee assistance programs.
  • A charitable giving program through the Sentry Foundation.

About Sentry Insurance:

We take pride in being recognized as one of America's Best Midsize Employers. Our long-standing success, which began in 1904, has positioned us as one of the largest and most financially robust mutual insurance companies in the U.S., rated A+ by A.M. Best.

With our headquarters located in Stevens Point, Wisconsin, and offices nationwide, we offer a rewarding work environment that encourages professional development and growth.

Equal Employment Opportunity:

Sentry is committed to creating a diverse environment and is proud to be an equal opportunity employer. We do not discriminate based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.