Senior Investment Portfolio Manager

Kentucky Farm Bureau Insurance; Louisville (KY); In loco; USD 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Kentucky Farm Bureau Insurance seeks a Senior Investment Portfolio Manager to lead investment strategy for the company and affiliates. You will direct investment functions, ensure regulatory compliance, and guide the team of portfolio managers and analysts in a collaborative, results-driven environment.

Role requires extensive investment experience, CFA credential (preferred), and strong communication in a regulated insurance setting; leadership and strategic vision are essential.

Competenze

• Bachelor’s degree in accounting, finance, economics or related field.
• Minimum 15 years’ experience with 10 years in portfolio management and strategy development.
• CFA Charterholder and advanced degree preferred.
• Strong knowledge of risk-controlled asset allocation and cash flow analysis.
• Experience in managing teams and mentoring staff.
• Proficiency with investment analytics systems like Bloomberg, PORT, Clearwater.

Mansioni

• Develop the investment strategy for portfolios with the Finance Committee and investment team.
• Monitor compliance with NAIC/KY DOI and SEC regulations and internal policies.
• Develop knowledge of the Company’s tax model and post-tax optimization.
• Oversee portfolio management and cash management; hire/train staff as needed.
• Research and evaluate investment opportunities; build team skillset.
• Manage portfolios per investment policy and regulatory reporting.
• Monitor performance and adjust as needed to stay within targets.
• Identify new investment opportunities within a conservative and steady approach.
• Oversee work of portfolio managers and investment team members; lead and mentor staff.
• Report findings to VP Accounting & Finance and make recommendations.

Conoscenze

Portfolio management

Investment strategy

CFA Charterholder

Regulatory compliance

Team leadership

Bloomberg PORT

Formazione

Bachelor’s degree in finance/accounting/economics

CFA Charterholder

Strumenti

Bloomberg

PORT

Clearwater

Descrizione del lavoro

Overview

This position is responsible for working with the Finance Committee to develop cash management and investment strategies for the Company and its affiliates. The Senior Investment Portfolio Manager will be responsible for overseeing the development of these strategies, directing/coordinating the investment functions of the Company and its affiliates, while ensuring compliance with regulatory requirements/reporting and the development and monitoring of internal controls. This position requires experience and expertise in research and selection of investments in multiple areas such as fixed income, equities, and alternative investments (private equity), along with cash and treasury management experience. This position will also be responsible for management and leadership of the investment team (portfolio managers and analysts). It will work closely with the Supervisors, Managers, Directors and Vice President within Accounting & Finance. This position requires strong communication and organizational skills.

Responsibilities

• Develop the investment strategy for the portfolios (working with the Finance Committee, Vice President of Accounting and Finance, Directors and the investment team) considering the Company’s tax position, NAIC regulations, Kentucky Department of Insurance regulations, SEC regulations and the Company’s investment policy.
• Monitor compliance with financial regulatory requirements and internal policies (NAIC, KY DOI, etc.) and proactively respond to any changes.
• Develop a working knowledge of the Company’s tax model and keep abreast of current tax law regarding investments to ensure the investment strategy is maximizing after-tax results.
• Oversee and participate in the portfolio management and cash management process including hiring and training staff when needed.
• Research and evaluate investment opportunities and build this skillset within the investment team.
• Manage and oversee the portfolios in accordance with all regulations and the Company’s investment policy.
• Monitor performance of the portfolio and respond accordingly when outside of Company index targets.
• Identify new investment opportunities for the Company while keeping the Company’s conservative and consistent investment approach in mind.
• Oversee and approve the work of the portfolio managers and investment team members.
• Support and develop investment team personnel by:
  • Conducting consistent one-on-one sessions covering skill development and leadership
  • Delivering at least annual performance evaluations
  • Displaying mentorship and leadership through the application of the Company’s Guiding Principles
• Report findings/issues and suggest recommendations on resolution to the VP Accounting & Finance.
• Lead the research, sourcing, allocation and monitoring of alternative asset class investments.
• Ensure all regulatory reports are accurately prepared and are filed timely.
• Work with the Accounting Operations & Financial Reporting teams to ensure all cash needs are being met and amounts are property allocated for investing or operations.
• Adhere to AIMR Code of Ethics and Standards of Practice.
• Assist the Vice President and Directors in leadership of the Accounting & Finance department.
• The list of essential functions is non-exhaustive and may be supplemented as necessary.
• Regular, predictable attendance as employee must physically be in office five days a week.

Job Specifications

• Physical demands: Normal vision and hearing (with or without correction); Reading; Speaking; Sitting; Travel; Mobility.
• Mental demands: Analytical reasoning; Prolonged concentration.
• Environmental factors: Standard office lighting, temperature, and noise.
• Equipment: Bloomberg System; Keyboard; Telephone; Calculator.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or a related field.
• Minimum 15 years’ experienc including 10 years contributing to portfolio management and developing investment strategy, preferably in insurance, banking, or similar corporate environments.
• CFA Charterholder and advanced degree preferred.
• Thorough understanding of risk-controlled asset allocation and cash flow analysis is required.
• Extensive knowledge of investments, trading, fundamental analysis, security selection, relative value, macro economics, modern portfolio theory, financial concepts, accounting theory, and including the ability to train and mentor staff in these areas.
• Experience in managing teams or has shown significant proficiency in team oversight and collaboration, including excellent human relations skills.
• High level of self-motivation and ability to collaborate with others, both internally and outside the organization.
• Ability and willingness to strictly adhere to Company Investment Policy
• Broad knowledge of property and casualty insurance products, operational areas, and systems.
• Mindset of seeking out process improvement while maintaining financial controls.
• Excellent interpersonal and communication skills (both verbal and written).
• Experience in problem solving and ability to grasp new concepts quickly.
• Excellent organizational skills necessary to work simultaneously on multiple tasks of moderate size and complexity. Deadline oriented under time restraints.
• Proficiency in investment analytics systems such as Bloomberg, PORT, Clearwater, and ability to learn new systems as required.