Institutional Investment Analyst: Portfolio Oversight

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 85,000 - 110,000; Full time

Job summary

Southern Company seeks an Investment Analyst to support oversight of its investment programs across defined benefit, foundations, and post‑employment plans. You will assist with performance reporting, portfolio analytics, and manager due diligence while coordinating across custodians, consultants, and investment managers.

The role offers opportunities to develop in portfolio construction, asset allocation, and strategy development within a collaborative finance team in Atlanta.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Statistics, or a related field required
• 2-5 years of experience in institutional investments, investment consulting, asset management, finance, accounting, or treasury required
• Experience with performance reporting, investment operations, portfolio analytics, manager research desired
• Commitment to ongoing professional development, including pursuit of the CFA charter or a similar designation, viewed favorably

Responsibilities

• Lead preparation of recurring investment reports and performance materials
• Maintain investment performance records, benchmark information, and portfolio analytics
• Build productive working relationships and serve as liaison with internal business partners, custodians, consultants, investment managers, and service providers
• Support investment manager due diligence efforts and assist with manager searches, requests for information, due diligence questionnaires, and investment research projects
• Manage onboarding of new investment manager relationships and provide support on account opening documentation (investment manager agreements, investment guidelines, subscription documents)
• Maintain ownership of assigned investment operations processes, ensuring accuracy, timeliness, and strong internal controls
• Manage liquidity planning, cash movements, and portfolio rebalancing activities across various asset pools (pension, foundation, VEBAs, and NDT)
• Support quarterly fair value reporting and other financial reporting requirements
• Ensure investment documentation and proper adherence to record retention requirements
• Monitor investment guideline compliance and coordinate investigation and resolution of potential violations
• Support and execute SOX controls and other governance requirements associated with investment operations
• Demonstrate ownership, accountability, and initiative in driving projects from inception through completion

Skills

Investment reporting

Portfolio analytics

Manager due diligence

Excel

PowerPoint

Communication skills

Project management

Independent work

Education

Bachelor's degree in Finance or related field

2-5 years of experience in institutional investments

CFA charter pursuit encouraged

Tools

Investment platforms

Data analytics software

Job description

Southern Company seeks an Investment Analyst to support oversight of its investment programs across defined benefit, foundations, and post‑employment plans. You will assist with performance reporting, portfolio analytics, and manager due diligence while coordinating across custodians, consultants, and investment managers.

The role offers opportunities to develop in portfolio construction, asset allocation, and strategy development within a collaborative finance team in Atlanta.