Senior Investment Portfolio Manager

Kentucky Farm Bureau Mutual Insurance Company•Louisville, KY

5d•Onsite

About The Position

The Senior Investment Portfolio Manager works with the Finance Committee to develop cash management and investment strategies for the Company and its affiliates. The role oversees the development of these strategies and directs and coordinates investment functions while ensuring regulatory compliance and reporting, and developing and monitoring internal controls. It requires expertise researching and selecting investments across fixed income, equities, and alternative investments such as private equity, as well as cash and treasury management. The position manages and leads the investment team, including portfolio managers and analysts, and works closely with supervisors, managers, directors, and the Vice President within Accounting & Finance. The role also supports department leadership and requires strong communication and organizational skills. The employee must be physically in the office five days a week. The listed essential functions are non-exhaustive and may be supplemented as necessary.

Requirements

Bachelor’s degree in accounting, finance, economics, or a related field.
At least 15 years of experience, including 10 years contributing to portfolio management and investment strategy development; preferably in insurance, banking, or a similar corporate environment.
Thorough understanding of risk-controlled asset allocation and cash flow analysis.
Extensive knowledge of investments, trading, fundamental analysis, security selection, relative value, macroeconomics, modern portfolio theory, financial concepts, and accounting theory, with ability to train and mentor staff in these areas.
Experience managing teams or significant proficiency in team oversight and collaboration, including excellent human relations skills.
High self-motivation and ability to collaborate internally and with external parties.
Ability and willingness to adhere strictly to Company Investment Policy.
Broad knowledge of property and casualty insurance products, operational areas, and systems.
Process-improvement mindset while maintaining financial controls.
Excellent verbal and written interpersonal and communication skills.
Problem-solving experience and ability to grasp new concepts quickly.
Excellent organizational skills and ability to manage multiple moderately sized and complex tasks simultaneously while meeting deadlines under time constraints.
Proficiency in investment analytics systems such as Bloomberg, PORT, and Clearwater, and ability to learn new systems as required.

Nice To Haves

CFA Charterholder.
Advanced degree.

Responsibilities

Develop portfolio investment strategies with the Finance Committee, Vice President of Accounting and Finance, directors, and the investment team, considering the Company’s tax position, applicable regulations, and investment policy.
Monitor compliance with financial regulations and internal policies, and proactively respond to changes.
Develop working knowledge of the Company’s tax model and stay informed about tax law affecting investments to maximize after-tax results.
Oversee and participate in portfolio management and cash management, including hiring and training staff when needed.
Research and evaluate investment opportunities and develop these capabilities within the investment team.
Manage portfolios in accordance with applicable regulations and the Company’s investment policy.
Monitor portfolio performance and respond when performance is outside Company index targets.
Identify investment opportunities consistent with the Company’s conservative and consistent investment approach.
Oversee and approve the work of portfolio managers and other investment team members.
Support and develop team personnel through regular one-on-one skill-development and leadership sessions, at least annual performance evaluations, mentorship, and application of the Company’s Guiding Principles.
Report findings and issues to the Vice President of Accounting & Finance and recommend resolutions.
Lead research, sourcing, allocation, and monitoring of alternative asset class investments.
Ensure regulatory reports are accurate and filed on time.
Coordinate with Accounting Operations and Financial Reporting to meet cash needs and properly allocate amounts for investment or operations.
Adhere to the AIMR Code of Ethics and Standards of Practice.
Assist the Vice President and directors in leading the Accounting & Finance department.
Maintain regular, predictable attendance and be physically present in the office five days a week.