Senior Multi-Asset Portfolio Manager

Kentucky Farm Bureau; Louisville (KY); On-site; USD 120,000 - 180,000; Full time

Job summary

Kentucky Farm Bureau is seeking an experienced institutional money manager to join our team in Louisville. The role spans fixed income, equities, and banking, with a preference for private equity experience.

You will shape the investment strategy for the company’s general account, evaluate opportunities, and manage risk in line with policy. You will participate in multi-asset strategy discussions, alternative asset reviews, and ERM development activities, while maintaining regulatory compliance

Qualifications

• Bachelor's degree in accounting, finance, economics, or a related field.
• Minimum 10 years' experience including 5 years' contributing to portfolio management and developing investment strategy, preferably in insurance, banking, or similar corporate environments.
• CFA credential or working toward completion preferred.
• Proficiency in investment analytics systems such as Bloomberg, PORT, Clearwater, and ability to learn new systems as required.
• Evidence of specialized training in the financial markets.
• Thorough understanding of risk-controlled asset allocation and cash flow analysis required.
• Extensive knowledge of investments, modern portfolio theory, financial concepts, accounting theory, and related terminology.
• High level of self-motivation and ability to collaborate with others, both internally and outside the organization.

Responsibilities

• Develop investment strategy for the Company's portfolios, coordinating with senior finance leadership.
• Maintain knowledge of regulatory environments and ensure compliance with regulations and internal policies.
• Research investment opportunities and manage assigned portfolios per Investment Policy.
• Participate in research, sourcing, allocation, and monitoring of investments in alternative asset classes.
• Document purchases and sales for monthly Board reports.
• Assist in economic forecasts and interest rate analysis affecting portfolio strategy.

Skills

Portfolio management

Risk analysis

Regulatory compliance

Financial modeling

Presentation skills

Education

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

CFA credential or working toward completion

Tools

Bloomberg

PORT

Clearwater

Job description

Kentucky Farm Bureau is seeking an experienced institutional money manager to join our team in Louisville. The role spans fixed income, equities, and banking, with a preference for private equity experience.

You will shape the investment strategy for the company’s general account, evaluate opportunities, and manage risk in line with policy. You will participate in multi-asset strategy discussions, alternative asset reviews, and ERM development activities, while maintaining regulatory compliance