Institutional Investment Analyst: Portfolio Strategy

Socket.dev; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Job summary

Southern Company in Atlanta, GA is seeking an Investment Analyst to support oversight and administration of its investment programs across defined benefit, defined contribution, and related trust funds.

The role focuses on portfolio oversight, performance reporting, investment decision support, and strategic projects, with opportunities to grow into manager due diligence, portfolio construction, and asset allocation within a collaborative team.

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
• Maintain ownership of investment operations processes, ensuring accuracy, timeliness, and strong internal controls
• Manage liquidity planning, cash movements, and portfolio rebalancing activities across asset pools
• 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
• Demonstrate ownership, accountability, and initiative in driving projects from inception through completion

Skills

Capital markets interest

Organizational skills

Project management

Written communication

Verbal communication

Excel proficiency

PowerPoint proficiency

AI productivity tools

Independence

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Accounting

Bachelor's degree in Business

Tools

Excel

PowerPoint

Word

AI-enabled productivity tools

Job description

Southern Company in Atlanta, GA is seeking an Investment Analyst to support oversight and administration of its investment programs across defined benefit, defined contribution, and related trust funds.

The role focuses on portfolio oversight, performance reporting, investment decision support, and strategic projects, with opportunities to grow into manager due diligence, portfolio construction, and asset allocation within a collaborative team.