Portfolio Manager Senior- Alternative Investments- Hybrid in Central WI

This role will be located at our headquarters in Stevens Point, WI, and is not eligible for a remote location.

What You'll Do

As a Portfolio Manager Senior- Alternative Investments, you will:

• Collaborate with the AVP-Alternative Investments to develop strategic plans and direction of the portfolio(s), appropriate investment strategies, department processes/standards, and share responsibility for the alternative investment area's business results.
• Source, screen, and conduct diligence of alternative investment opportunities that are consistent with the current portfolio mix and those that may not meet these criteria but are under consideration for portfolio inclusion. Contribute meaningfully to the ultimate selection (or non-selection) of strategies, investment types, managers/opportunities.
• Lead or co-lead the development of sourcing, screening, diligence and monitoring/management processes and underwriting standards.
• Contribute meaningfully to performance review and attribution analysis, taking responsibility when assigned.
• Monitor Sentry's alterative investment portfolios and investments, preparing routine and ad hoc reports and analysis.
• Meet regularly (telephonically or in person) with investment managers and other key industry constituents (internal and external).
• Conduct analysis, investigations and bespoke projects related to sourcing, screening, selection, managers, funds/opportunities, portfolio companies, and processes as necessary and present or discuss with managers (internal and external).
• Create pacing/commitment plans and diligence schedules that are consistent with annual commitment amounts and expected fund-raising.
• Monitory and research macroeconomic, demographic, political and other situations that may impact the portfolio and investment selections. Actively incorporate findings into sourcing, screening and diligence responsibilities. Actively engage in portfolio and macroeconomic discussions.

Additionally, you will:

• Serve as a mentor providing guidance to less senior team members and when assigned, manage directly.
• Create cash flow, income and valuation projections as needed and contribute to (with the involvement of the AVP-Alternative Investments) the broader forecasting initiatives of Sentry with regard to alternative investments.
• Attend meetings and conferences throughout the year to deepen understanding and awareness of alternative investment opportunities and risks.
• Gain knowledge of various investments by participating in meetings and conference calls with general managers, market update calls, and attending selected industry conferences.
• Operate independently within existing investment guidelines and processes. Otherwise, operates under the supervision of the AVP-Alternative Investments.
• Perform other job-related duties as assigned from time to time.

What it Takes

• Master's Degree or equivalent work experience
• 10 or more years of related work experience
• Chartered Alternative Investments Analyst certification, preferred
• Chartered Financial Analyst certification, preferred
• Comprehensive knowledge of Alternative Investments and related markets and investment programs
• Background in macroeconomics, financial analysis, accounting, statistical analysis and portfolio management theory
• Analytical, research and judgment skills
• Human relations and communications skills
• Ability to prioritize and work under time constraints
• Associate must possess a valid driver's license and have the ability to drive a company car or personal vehicle for company business

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 offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Talent Acquisition Specialist
Kasha Dombrowski
kasha.dombrowski@sentry.com

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.