Investment Portfolio Manager

Kentucky Farm Bureau Mutual Ins Co•Louisville, KY

4d•Onsite

About The Position

The Investment Portfolio Manager is an experienced, flexible institutional money manager responsible for contributing to the development and implementation of investment strategy for the Company’s general account and potentially subsidiary portfolios. The role covers multiple investment disciplines, including fixed income, common stock, and banking; alternative investment experience, including private equity, is preferred. The manager researches investment opportunities, manages portfolio risk, and ensures compliance with applicable regulations and the Company’s Investment Policy. The position works with accounting, finance, and investment personnel and participates in multi-asset strategy and allocation discussions, alternative asset review and selection, and Enterprise Risk Management development. It also supports forecasting, investment performance monitoring, transaction documentation, brokerage relationships, and business continuity across the investment team. Regular, predictable attendance is required, and the employee must physically be in the office.

Requirements

Bachelor’s degree in accounting, finance, economics, or a related field.
At least 10 years of experience, including 5 years contributing to portfolio management and investment strategy development, preferably in insurance, banking, or similar corporate environments.
Proficiency with investment analytics systems such as Bloomberg, PORT, and Clearwater, and ability to learn new systems.
Evidence of specialized training in financial markets.
Thorough understanding of risk-controlled asset allocation and cash flow analysis.
Extensive knowledge of investments, modern portfolio theory, financial concepts, accounting theory, and related terminology.
Ability to collaborate with internal and external stakeholders.
Strong presentation skills and a confident, articulate presence.
Ability to maintain a positive attitude and work as a team member.
Ability and willingness to strictly adhere to the Company Investment Policy.

Nice To Haves

Experience with alternative investments, including private equity.
Advanced degree.
CFA credential or progress toward completion.
Experience with capital and/or cash markets.

Responsibilities

Help develop investment strategy for portfolios in coordination with accounting, finance, and investment personnel, taking into account the Company’s tax position, NAIC and Kentucky Department of Insurance regulations, and the Company Investment Policy.
Support preparation of quarterly investment strategy reports to the Company’s Finance Committee.
Maintain knowledge of the financial regulatory environment, prepare for pending regulatory changes, and monitor compliance with regulations and internal policies.
Develop working knowledge of the Company’s tax model and keep abreast of investment-related tax law to help design strategies that maximize after-tax results.
Research investment opportunities and manage assigned portfolios in accordance with regulations and the Company Investment Policy.
Participate in researching, sourcing, allocating, and monitoring investments in alternative asset classes.
Document investment purchases and sales for monthly reports to the Board of Directors.
Assist with economic and interest-rate forecasts and assess their effects on portfolios and investment strategy.
Continually improve methods for monitoring and analyzing portfolio performance.
Prepare investment income budget forecasts and monitor actual results against budget.
Maintain brokerage relationships and seek best execution.
Serve as backup to investment-area personnel and partner with other portfolio managers to support business continuity.
Adhere to the AIMR Code of Ethics and Standards of Practice.
Participate in Multi-Asset Strategy and Allocation meetings, Alternative Asset Review and Selection meetings, and Enterprise Risk Management development activities.