Executive Director Investments bei Indiana Farm Bureau

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.

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