VP Investments

Summary

Join Horace Mann as the Vice President, Investments, a critical leadership role managing investment strategies and operations. Support the Chief Investment Officer in overseeing the investment portfolio, evaluating external managers, and driving risk management. Craft and execute investment strategies maximizing risk-adjusted returns, aligning with the company’s liability structure, and enhancing shareholder value. Collaborate with executive leadership, internal stakeholders, and external advisors. This role ensures compliance with regulatory requirements and fosters a high-performing investment team. The VP, Investments will contribute to the company's success by aligning investment strategies with organizational needs and maintaining transparency and integrity in all investment activities.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• 10+ years of progressive experience in investment management, preferably within the insurance or financial services industry
• Expertise in asset allocation, portfolio management, and fixed-income investments
• Deep understanding of insurance industry regulations, capital management, and liability-driven investment strategies
• Exceptional analytical and decision-making skills with a strategic mindset
• Proven ability to navigate complex financial markets and deliver strong investment results
• Strong communication and presentation skills
• Leadership and team-building capabilities, with a track record of developing and managing high-performing teams
• Proficiency in financial modeling and investment management systems

Responsibilities

• Develop and implement the company’s investment strategy to meet financial objectives while adhering to regulatory guidelines (e.g., NAIC requirements)
• Lead the asset allocation process, balancing risk, return, and liquidity needs
• Monitor and analyze financial markets, economic trends, and regulatory changes to identify opportunities and mitigate risks
• Ensure the investment portfolio supports the company’s liability structure, including capital adequacy and liquidity
• Manage relationships with external investment managers, advisors, and custodians to optimize portfolio performance
• Oversee day-to-day management of the company’s investment portfolio, including fixed income, equities, alternatives, and other asset classes
• Establish and monitor key performance indicators (KPIs) for investment performance against benchmarks
• Prepare and review performance, risks, and compliance reporting packages for CIO presentations to executive leadership and the Board
• Ensure alignment with the company’s enterprise risk management (ERM) framework
• Ensure compliance with all applicable regulatory requirements, including NAIC, SEC, and other relevant bodies
• Collaborate with internal legal and compliance teams to address investment-related regulatory matters
• Collaborate with internal and external auditors related to GAAP and Statutory filings, while maintaining transparency and integrity in all investment activities
• Maintain and enhance investment policies and guidelines in alignment with corporate objectives and industry best practices
• Serve as a key advisor to the CIO on investment-related matters and broader financial strategies
• Lead and mentor a high-performing investment team, fostering a culture of accountability, innovation, and professional growth
• Partner with internal departments, such as Treasury, Actuarial, and Risk Management, to align investment strategies with organizational needs

Preferred Qualifications

MBA or CFA designation