Director, Public Equities

Americo: We are in this for Life!

 

The roots of the Americo family of companies date back more than 100 years. Americo is a Life Insurance, and Annuity company providing innovative products to our customers. At Americo, it's the people who make things work, so we hope you join us!

 

What you'll love about working at Americo:

Compensation: You’ll feel valued with our competitive pay and robust bonus program that’s offered to all associates.

Learning and development: We prepare you with a comprehensive, paid training program that will get you ready for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.

Work-life balance: We place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. All new hires earn over 4 weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a generous new child leave program, along with paid STD and LTD.

Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.

Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.

Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

The fun stuff: Americo participates in Kansas City Corporate Challenge, and it’s a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other’s company.

Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.

 

 

Job Summary:

This position will lead our public equity analysis and portfolio management segment. This position will work closely with the company’s ownership and the Chief Investment Officer to build and manage the company’s allocation to public equities. 

 

Key Responsibilities:

• Take a lead role in analyzing investment opportunities in the public equity market. Working together with the Investment Committee and the CIO, develop a strategy to invest the company’s equity allocation in a tax efficient manner in order to increase future value to the organization and outperform market indexes.
• As a participant in the Company’s Investment Committee, be prepared to present and lead a discussion around market performance, market drivers and dynamics, forecasted returns, investing opportunities and portfolio structure.
• Direct the company’s fundamental research process and mentor analysts. The overall investment department consists of various analysts that are committed to both equity and fixed income analysis. Working together with the team, develop coverage plans, prosecute ideas, develop monitoring processes, and write reports for CIO and ownership.
• Manage the company’s existing brokerage relationships
• Oversee the company’s quantitative equities team in executing existing strategies and developing new strategies
• Interface with internal employees to assist in reporting, tax, and regulatory requirements of the public equities’ portfolio.

 

Knowledge, Skills, and Abilities:

• 10-20 years experience in equity research or investment management with a preference for candidates with prior generalist equity analyst roles, portfolio management roles focus on long term tax efficient returns, and experience with either insurance company asset management or family office asset management.
• Success in managing or serving in a senior research position within a fundamentally driven absolute return public equity portfolio.
• Self-starter with the ability to execute with minimal supervision
• High degree of intellectual aptitude and curiosity coupled with the ability to quickly dissect complex situations and make sound decisions based on available information.

 

Education:

• Bachelor’s degree or Graduate level education
• Chartered Financial Analyst (CFA) or requisite experience