Public Equity Assistant/Portfolio Manager

Sentry has an opportunity for a Public Equity Assistant/Portfolio Manager to join our team at our headquarters in Stevens Point, WI. This is a unique opportunity to make an impact within a small team structure that also has the potential for career growth. The team incorporates fundamental stock analysis in constructing and managing the Public Equity portfolios within the Investment Department.

This hybrid role will require Tuesday through Thursday in-office in Stevens Point, WI.  Mondays and Fridays can be worked from home if you choose.  This role is not eligible for a fully remote schedule.

What You'll Do

As a Public Equity Portfolio Manager, you will:

• Evaluate individual stocks for inclusion in public equity portfolios using a fundamental approach that includes individual company business model, financial and sector analyses, as well as engaging in quarterly earnings calls and interviewing senior management teams.
• Monitor day-to-day general market conditions, in addition to economic data.
• Contribute to the construction and management of public equity portfolios that meet Insurance Company performance objectives.
• Supervise and monitor current stock holdings on a continual basis.
• Make timely decisions concerning the buying and selling of public equity positions and explain in a concise manner why specific actions were taken.

Additionally, you will:

• Summarize timely knowledge of various market and sector trends to present to the entire Investment Department.
• Formulate a macro-economic outlook to incorporate into the overall organizational planning.
• Evaluate new investment technologies, strategies and vehicles for application in the Sentry investment portfolios.
• Perform other job-related duties as needed.

What it Takes

• Bachelor’s Degree or equivalent work experience required, Master’s degree preferred
• Chartered Financial Analyst designation or progress towards the designation highly desired.
• Knowledge of all aspects of investment markets.
• Applicable background in fundamental public equity analysis.
• Strong human relations and communication skills.
• Analytical skills
• Chartered Financial Analyst designation or progress towards the designation highly desired

Public Equity Assistant also requires:

• Minimum 2 years related work experience
• Background in macroeconomics helpful
• Ability to work under time constraints

Portfolio Manager also requires:

• Minimum 5 years of related work experience
• Strong background in macroeconomics, financial and statistical analysis, and portfolio management theory
• Ability to meet the travel requirements of the job

What You'll Receive:

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. 
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with