Senior Investment Director

Key Accountabilities

• Define and implement the organization’s short and long-term investment strategies to align with corporate objectives and financial goals.
• Monitor market trends, economic indicators, and emerging opportunities to inform decision-making.
• Prepare investment recommendations and present findings to senior leadership.
• Manage RFP processes related to investment and portfolio partners as needed.

Portfolio Management

• Collaborate with and manage external portfolio managers and investment advisors.
• Oversee asset allocation across equities, fixed income, alternatives, and other investments.
• Ensure diversification and risk-adjusted returns consistent with investment policy.
• Monitor existing investments and provide performance reports.
• Recommend adjustments to optimize portfolio returns and mitigate risk.

Analysis & Due Diligence

• Conduct in-depth financial analysis, valuation, and risk assessment for potential investments.
• Lead due diligence on new opportunities, including private equity, real estate, and strategic partnerships.

Governance & Compliance

• Maintain adherence to regulatory standards and internal investment policies.
• Prepare reports for executive leadership and board committees on portfolio performance and outlook.

Leadership

• Provide investment performance and strategic recommendations to the Finance Committee of the Board.
• Manage and mentor investment analysts and associates.
• Foster a culture of collaboration, innovation, and continuous improvement.

Required Qualifications

• Bachelor’s degree in Finance, Economics, or related field (Master’s or CFA preferred).
• 10+ years of experience in investment management, portfolio strategy, or related roles.
• Strong relationship management of external portfolio managers.
• 5+ years in direct management roles.
• Strong understanding of global markets, asset classes, and risk management principles.
• Proven track record of delivering superior investment performance.
• Excellent analytical, communication, and leadership skills.
• Ability to work independently and manage multiple priorities.
• Experience with GAAP and STAT reporting for audited financials and regulatory filings.

Preferred Qualifications

• Strategic thinking and decision-making.
• Financial modeling and valuation expertise.
• Negotiation and relationship management.
• Regulatory and compliance knowledge.
• Strong business acumen and understanding of capital markets.

Work Location

The position is an Office role, requiring an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.

Compensation

The full salary grade for this position is $175,400 - $300,600. The typical hiring salary range for this role is expected to be between $175,400 - $263,025. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data.

Benefits

In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.

Equal Opportunity Employer

We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.