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Sentry is seeking a Portfolio Manager- Alternative Investments to be a key contributor to the management of assigned investment portfolios with primary focus on alternative investments (e.g., venture capital and private equity, private placements, real estate, commodities, hedge funds). This role is a hybrid position, located in our Stevens Point, WI office and is not eligible for a remote location.
What You'll Do As a Portfolio Manager- Alternative Investments, you will:
- Source, screen and conduct diligence of opportunities in accordance with existing strategy, expectations/goals and underwriting standards. Contribute meaningfully to the ultimate selection (or non-selection) of investment managers and opportunities.
- Contribute to the development of sourcing, screening and diligence process and underwriting standards.
- Monitor Sentry's alternative 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).
- Integrate and evaluate alternative data, working toward goals which best meet the investment objectives of Sentry Insurance.
- Conducts analysis, investigations and bespoke projects related to sourcing, screening, selection, managers, funds/opportunities, portfolio companies and processes as necessary and presents or discusses with managers (internal and external).
- Create pacing/commitment plans and diligence schedules that are consistent with annual commitment amounts and expected fund-raising.
Additionally, you will:
- Monitor and research macroeconomic, demographic, political and other situations that may impact the portfolio and investment selection. Actively incorporate findings into sourcing, screening and diligence responsibilities. Actively engage in portfolio and macroeconomics discussions.
- 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 overall investment guidelines and processes. Otherwise, operate under the direction and supervision of the AVP-Alternative Investments and (if assigned) guidance from senior team members.
- Perform other job-related duties as assigned from time to time.
What it Takes
- Bachelors Degree or equivalent work experience, MBA preferred
- Minimum 5 years of related work experience
- Chartered Alternative Investment Analyst certification, preferred
- Chartered Financial Analyst certification, preferred
- Comprehensive knowledge of alternative investment strategies within Sentry's portfolio
- Background in macroeconomics, financial analysis, accounting, statistical analysis, and portfolio management theory
- Possess analytical, research and judgement skills
- Ability to prioritize and work under time constraints
- Human relations and communications skills
- Associate must have the ability to travel as necessary to satisfactorily complete their job responsibilities as assigned
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.
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Sentry Insurance
life insurance, parental leave, tuition reimbursement, 401(k), remote work
Nov 14, 2024