Senior Investment Portfolio & Strategy Lead

Mykelly; Louisville (KY); On-site; USD 160,000 - 212,000; Full time

Job summary

Mykelly seeks a Senior Investment Portfolio Manager in Kentucky to lead investment strategy, portfolio and cash management, and regulatory compliance. The role collaborates with the Finance Committee and executive leadership, overseeing performance and developing the investment team.

The ideal candidate will have broad investment experience, leadership capacity, and the ability to present complex information to the Board and stakeholders. Insurance sector exposure is preferred but not required.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Minimum of 15 years of relevant experience, including at least 10 years in portfolio management and investment strategy development.
• CFA charterholder and advanced degree preferred.
• Strong fixed income expertise; experience in equities, securities, and alternative investments is strongly preferred.
• Proficiency with Bloomberg, PORT, Clearwater, or similar investment analytics systems.

Responsibilities

• Develop and execute investment strategies in collaboration with the Finance Committee and investment team.
• Manage and monitor investment portfolios, evaluate performance against benchmarks, and recommend adjustments.
• Research and evaluate opportunities across fixed income, equities, and alternative investments.
• Oversee portfolio management, research, security selection, trading, and cash management.
• Ensure regulatory compliance with NAIC, Kentucky Department of Insurance, and SEC requirements.

Skills

Portfolio management

Leadership

Communication

Analytical thinking

Regulatory knowledge

Investment research

Education

Bachelor’s degree in finance, accounting, economics, or related field

CFA charterholder

Advanced degree (preferred)

Tools

Bloomberg

PORT

Clearwater

Job description

Mykelly seeks a Senior Investment Portfolio Manager in Kentucky to lead investment strategy, portfolio and cash management, and regulatory compliance. The role collaborates with the Finance Committee and executive leadership, overseeing performance and developing the investment team.

The ideal candidate will have broad investment experience, leadership capacity, and the ability to present complex information to the Board and stakeholders. Insurance sector exposure is preferred but not required.