DescriptionThis role provides strategic oversight of investment portfolios exceeding $17 billion (primarily in fixed income securities), directly influencing enterprise earnings. The Director of Investments partners closely with executive leadership and investment committees to ensure disciplined, risk-aware investment management aligned with Publix's values and long-term vision. This position requires in-person office attendance.
Key Responsibilities
Investment Strategy & Governance- Provide strategic direction and thought leadership for Publix's and Publix Charities' investment portfolios.
- Determine asset allocation and investment strategies and present recommendations to Investment Committees.
- Lead Publix's Investment Committee and Publix Charities' Investment Committee; serve on the Publix 401(k) Investment Committee.
- Monitor economic conditions, market trends, and financial indicators to inform investment decisions.
Portfolio Management & Risk Oversight- Manage portfolio risk while generating optimal after-tax investment income.
- Monitor portfolio performance against benchmarks and ensure compliance with the Investment Management Program.
- Conduct and oversee credit reviews; direct appropriate actions when needed.
- Approve security purchases, including validation of pricing, credit analysis and broker sourcing.
- Recommend updates to investment policies and present changes to investment committees as required.
Relationship Oversight- Evaluate, select, and monitor custodial banks, brokers, and other service providers.
- Oversee Bloomberg usage for research, analytics, trading, and performance measurement.
Leadership & Team Development- Lead and manage Investment Managers and Analysts.
- Oversee workflows, performance evaluations, and professional development.
- Foster a high-performing, disciplined investment culture aligned with Publix values.
Additional InformationYour application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours.
For this position, Publix does not and will not file a petition or application with the USCIS or Department of State on behalf of any noncitizen for any immigration-related benefit to work and/or to continue to work in the United States, e.g., an H-1B or TN petition or permanent residence.
Other Compensation InformationThis position is also eligible for an Incentive Bonus, which is determined based on the Company's results compared to its sales and profit goals for the fiscal year. The Company's incentive bonus plan is based on a target bonus equal to two months' pay, but the bonus varies from year to year based on the Company's results. Therefore, the Potential Annual Pay with Bonus listed above is estimated using a target bonus equal to two months' pay, but the amount may be more or less than the target based on the Company's actual results. New participants transition into the incentive bonus over a 12-month period.
Year End BonusAs a year-end bonus to associates, Publix issues one month's extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.
Required Qualifications- Bachelor's degree in Finance, Economics, Accounting, or a related analytical discipline.
- 15+ years of direct investment experience managing equity and fixed-income portfolios.
- Extensive experience with asset allocation, portfolio construction, and investment risk management.
- Chartered Financial Analyst (CFA) designation or equivalent.
- Advanced proficiency with Bloomberg and strong financial modeling and analytical skills.
- Proven ability to present complex investment concepts to senior leaders and committees.
- Proficient with Microsoft Office Suite including Outlook, Excel, and Word.
- Demonstrated integrity, professionalism, discretion, and ability to manage confidential information.
Preferred Qualifications- Master's degree in Business Administration or related field.
- 25+ years of direct investment experience.
Benefits Information- Employee stock ownership plan that contributes Publix stock to associates each year at no cost
- An opportunity to purchase additional shares of our privately-held stock
- 401(k) retirement savings plan
- Group health, dental and vision plans
- Paid Time Off
- Paid Parental Leave
- Short- and long-term disability insurance
- Tuition reimbursement
- Free hot lunches (buffet-style) at facilities with a cafeteria
- Visit our website to see all of our benefits: Benefits - Jobs (publix.com)
