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Publix Super Markets
Director of InvestmentsPublix Super Markets • Lakeland, FL, United States
Director of Investments

Director of Investments

Publix Super Markets • Lakeland, FL, United States
2 days ago
Salary
$225,300.00 yearly
Job type
  • Full-time
Job description

Director of Investments | Publix Super Markets, Inc.

Publix Super Markets, Inc. is seeking a seasoned Director of Investments. This role provides strategic oversight of investment portfolios exceeding $17 billion (primarily in fixed income securities), directly influencing enterprise earnings. The Director of Investments partners closely with executive leadership and investment committees to ensure disciplined, risk-aware investment management aligned with Publix's values and long-term vision. This position requires in-person office attendance.

Key Responsibilities

  • Provide strategic direction and thought leadership for Publix's and Publix Charities' investment portfolios.
  • Determine asset allocation and investment strategies and present recommendations to Investment Committees.
  • Lead Publix's Investment Committee and Publix Charities' Investment Committee; serve on the Publix 401(k) Investment Committee.
  • Monitor economic conditions, market trends, and financial indicators to inform investment decisions.
  • Manage portfolio risk while generating optimal after-tax investment income.
  • Monitor portfolio performance against benchmarks and ensure compliance with the Investment Management Program.
  • Conduct and oversee credit reviews; direct appropriate actions when needed.
  • Approve security purchases, including validation of pricing, credit analysis and broker sourcing.
  • Recommend updates to investment policies and present changes to investment committees as required.
  • Evaluate, select, and monitor custodial banks, brokers, and other service providers.
  • Oversee Bloomberg usage for research, analytics, trading, and performance measurement.
  • Lead and manage Investment Managers and Analysts.
  • Oversee workflows, performance evaluations, and professional development.
  • Foster a high-performing, disciplined investment culture aligned with Publix values.

Why Publix: Publix is a Fortune 100 company known for financial strength, conservative stewardship, and long-term thinking. This role offers a rare opportunity to influence enterprise-level investment outcomes while partnering with senior executives in a values-driven organization.

Required Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or a related analytical discipline.
  • 15+ years of direct investment experience managing equity and fixed-income portfolios.
  • Extensive experience with asset allocation, portfolio construction, and investment risk management.
  • Chartered Financial Analyst (CFA) designation or equivalent.
  • Advanced proficiency with Bloomberg and strong financial modeling and analytical skills.
  • Proven ability to present complex investment concepts to senior leaders and committees.
  • Proficient with Microsoft Office Suite including Outlook, Excel, and Word.
  • Demonstrated integrity, professionalism, discretion, and ability to manage confidential information.

Preferred Qualifications

  • Master's degree in Business Administration or related field.
  • 25+ years of direct investment experience.
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Director of Investments • Lakeland, FL, United States

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