Strategic Leadership And Portfolio Management
Develop and execute the investment strategy to support enterprise financial strength, growth, and risk objectives. Provide forward-looking recommendations through participation on key committees, including :
- P&C Committee (property & casualty performance alignment)
- Economic Summit (enterprise economic outlook)
- Pension / 401(k) Committee (retirement asset oversight)
- Investment Committee (executive and Board-level financial guidance)
Portfolio & Risk Management
Oversee ~$5 billion across fixed income, equities, alternatives, and private placements.Monitor assigned credits and sectors, including municipals, mortgage loans, and watch list assets, ensuring proactive risk management.Provide oversight of mortgage loan portfolio, including origination standards, servicing performance, and credit risk.Recommend and implement asset allocation strategies that balance yield, liquidity, surplus stability, and long-term growth.Collaborate with Internal Audit to evaluate and refine the Enterprise Risk Management (ERM) strategy, ensuring investment risks are identified, measured, and mitigated.Governance & Reporting
Deliver clear and timely reporting on performance, risks, and market outlook to executive leadership and the Board.Ensure compliance with investment policies, state regulations, and rating agency expectations (e.g., AM Best BCAR).Maintain transparency and accountability across investment decisions, policies, and internal controls.Team Leadership
Lead, coach, and develop a team of 4 investment professionals, fostering a culture of accountability, collaboration, and continuous improvement.Define clear performance goals and ensure strong succession planning for critical roles.Drive collaboration across Finance, Actuarial, Risk, and Operations to strengthen enterprise-wide alignment.Education
Bachelor's degree in Finance, Economics, Accounting, or related field.Master's degree (MBA or equivalent) preferred.Certifications
Chartered Financial Analyst (CFA) designation is highly desirable.Other relevant certifications : CPA, CFP, or PMP depending on the scope.Experience Requirements
10+ years of progressive experience in investment management, asset allocation, or financial strategy.Prior leadership roles in pension funds, endowments, or institutional investment settings.Experience in public sector or nonprofit investment management is a plus.Skills & Competencies
Strategic thinking and analytical problem-solving.Strong communication and presentation skills.High proficiency in financial modeling and data analysis.Ability to lead cross-functional teams and manage complex projects.Ethical judgment and commitment to transparency.Job Category : Director
Job Type : Full-Time
Location : Indianapolis, IN, USA, 46202
ReqID : EXECU005313