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Director of Investments

Publix

Lakeland, FL

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Administration, Chartered Financial Analyst (CFA), Construction, Economics, Finance, Financial Modeling, Investment Management, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Presentation/Verbal Skills, Risk Management
LOCATION
Lakeland, FL
POSTED
30+ days ago



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.


Finance

About the Company

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Publix

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