Insurance Investment Manager

Caterpillar • Nashville, TN

388d • $142,080 - $213,000

About The Position

The Insurance Investment Manager at Caterpillar Inc. is responsible for advising the Cat Insurance Investment Committee on the financial aspects of a $2.5 billion investment portfolio. This role involves overseeing the management of the Caterpillar Insurance enterprise general account assets, ensuring compliance with investment policies, and delivering process excellence through governance and best practices. The position requires strong analytical skills, relationship management, and the ability to communicate complex investment strategies effectively.

Requirements

• Bachelor's degree in Finance, Economics, or a related field with strong academic credentials.
• Minimum of 5 years of experience in financial markets, investments, corporate finance, or risk management.
• Broad understanding of economics and financial markets.
• Advanced knowledge of public market asset classes, risks, investment strategies, and performance attribution.
• Knowledge of private market asset classes, risks, investment strategies, investment structures, and performance attribution.
• Experience conducting due diligence on institutional asset managers and investment strategies.
• Strong operations governance with a focus on risk management, process excellence, and controls.
• Proficiency in Microsoft Office, including Microsoft BI and advanced Excel.
• Working knowledge of Bloomberg and other data services or investment analytics systems.
• Strong project management skills.

Nice To Haves

• Experience working with auditors and external service providers such as trustees/custodians, consultants, and investment managers.

Responsibilities

• Establish investment objectives for each portfolio and the consolidated insurance enterprise.
• Recommend changes in asset allocation and identify, evaluate, and recommend new investment strategies, products, and ideas.
• Develop investment policies, asset allocation, and investment guidelines for general account assets.
• Secure ratification of investment policy from the CIIC.
• Work closely with custodian, investment managers, and internal partners to ensure smooth plan administration and compliance.
• Perform ongoing due diligence reviews of investment manager performance and risk against policy objectives and benchmarks.
• Stay informed of the regulatory environment, trends, and best practices in the captive insurance industry.
• Perform periodic asset class reviews and present results to the CIIC.
• Lead periodic Requests for Proposals (RFPs) for investment managers and external service providers.
• Support the development and ongoing production of investment reporting and dashboards.

Benefits

• Annual incentive bonus plan
• Medical, dental, and vision coverage
• Paid time off plan (Vacation, Holiday, Volunteer, Etc.)
• 401k savings plan
• Health savings account (HSA)
• Flexible spending accounts (FSAs)
• Disability benefits
• Life Insurance
• Parental leave
• Healthy Lifestyle Programs
• Employee Assistance Programs
• Voluntary Benefits and Employee Discounts
• Tuition Reimbursement
• Career Development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Machinery Manufacturing
• Education Level: Bachelor's degree