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Job Description
Publix Super Markets, Inc. is seeking a seasoned Director of Investments. This 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
Publix is a Fortune 100 company known for financial strength, conservative stewardship, and long-term thinking. This role offers a rare opportunity to influence enterprise‑level investment outcomes while partnering with senior executives in a values‑driven organization.
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.
- 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.
- Evaluate, select, and monitor custodial banks, brokers, and other service providers.
- Oversee Bloomberg usage for research, analytics, trading, and performance measurement.
- 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.
Publix is a Fortune 100 company known for financial strength, conservative stewardship, and long-term thinking. This role offers a rare opportunity to influence enterprise‑level investment outcomes while partnering with senior executives in a values‑driven organization.