• Executive Director Investments

    Indiana Farm Bureau Insurance (Indianapolis, IN)


    Description

    Strategic Leadership

    + 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.

    \#HO

    \#LI-TH1

    Qualifications

    Education

    Required

    + Bachelors or better

    Preferred

    + Masters or better

     

    Licenses & Certifications

    Required

    + CFA

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

     

    Job Category: Director

     

    Job Type: Full-Time

     

    225 S East St

     

    Indianapolis, IN, USA, 46202

     

    ReqID: EXECU005313