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Executive Director Investments

Executive Director Investments

Indianapolis StaffingIndianapolis, IN, US
23 hours ago
Job type
  • Full-time
Job description

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

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    Investment Executive • Indianapolis, IN, US

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