Institutional Investment Analyst: Portfolio & Reporting

Southern Company; Atlanta (GA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Southern Company is seeking an Investment Analyst – Trust Finance to support oversight and administration of its investment programs across multiple pools, including pensions and post-employment benefits. The role builds expertise in institutional investing and contributes to performance reporting and research projects.

The position offers opportunities to advance in manager due diligence, portfolio construction, asset allocation, and strategy development within a collaborative finance team in

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

Capital markets

Organizational skills

Project management

Prioritization

Written & verbal communication

Independent work

Curiosity

Education

Bachelor's degree

CFA pursuit

Tools

Excel

PowerPoint

Word

AI productivity tools

Job description

Southern Company is seeking an Investment Analyst – Trust Finance to support oversight and administration of its investment programs across multiple pools, including pensions and post-employment benefits. The role builds expertise in institutional investing and contributes to performance reporting and research projects.

The position offers opportunities to advance in manager due diligence, portfolio construction, asset allocation, and strategy development within a collaborative finance team in