Director of Investments

Key Responsibilities

• 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.

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.

Why Publix

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.

Benefits

• 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.
• Year End Bonus: 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.
• Other Compensation Information: This position is also eligible for an Incentive Bonus, determined by the Company’s performance against its annual sales and profit goals. The incentive bonus plan is based on a target bonus equivalent to two months’ pay, though the actual amount may vary each year depending on the Company’s results. Accordingly, the Potential Annual Pay with Bonus is estimated using this target bonus, but the final amount may be higher or lower based on the Company’s actual performance.
• New participants transition into the incentive bonus program over a 12-month period.