Senior Specialist, Investments Analyst

IIBA (International Institute of Business Analysis); Rosemead (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Join a leading energy provider as a Senior Specialist, Investments Analyst, where your expertise will drive financial analysis and compliance for investment portfolios. Help build a sustainable future by shaping innovative financial strategies while working in a hybrid environment in California.

Qualifications

• 5+ years of experience in financial planning, modeling and/or forecasting.
• Strong analytical skills with ability to create forecasts and budgets.
• Experience in monitoring investments and preparing reports.

Responsibilities

• Lead financial modeling efforts and present findings.
• Establish recommendations based on data analysis.
• Analyze potential investments and oversee performance of portfolios.

Skills

Financial modeling

Data analysis

Forecasting

Risk management

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Completion of Chartered Financial Analyst (CFA) Program exam I, II or III, or CPA Certification

Job description

Join the Clean Energy Revolution

Become a Senior Specialist, Investments Analyst at Southern California Edison (SCE) and build a better tomorrow. In this job, you will analyze investments, conduct research on benefit plan trends, oversee operations and performance of investment portfolios and ensure compliance with regulations. The position also includes preparing comprehensive reports, collaborating with internal and external teams, supporting audits and financial statement preparations.

As a Senior Specialist, Investments Analyst, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?

Responsibilities

• Leads financial modeling efforts and drafts presentations in support of management communications
• Establishes recommendations and conclusions based on analysis of data with clear directions
• Creates forecasts and budgets in line with best practices and the broader department or Operating Unit context, using appropriate numerical and statistical techniques
• Contributes in the evaluation and implementation of projects which can improve financial health, reduce debt and improve the company balance sheet
• Designs clear reports to communicate results articulately and analytically to necessary stakeholders
• Identifies and evaluates key processes for opportunities in effectiveness, control, and efficiency, and recommend and implement improvements
• Performs and coordinates financial analysis and other finance activities to achieve department and/or Operating Unit finance priorities, working across Finance teams as required
• Proactively identify and manage financial risk through regular assessment and diligent execution of controls and mitigations, proactively raising any concerns
• Performs financial analysis of scenarios and related valuation modeling, allowing review of varying development scenarios and outcomes
• Analyzes potential investments, mergers, acquisitions, or divestitures across the organization
• A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.

Minimum Qualifications

• Five or more years of experience in financial planning, modeling and/or forecasting.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Completion of Chartered Financial Analyst (CFA) Program exam I, II or III, or CPA Certification.
• Analyze and oversee investment portfolios, ensuring alignment with plan objectives and regulatory and reporting requirements.
• Monitor plan funding, prepare comprehensive reports, and present findings to senior management.
• Work effectively with internal teams and external advisors to support plan operations and effective governance processes.
  

You should know

• This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
• Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
  Relocation does not apply to this position.
  

About Southern California Edison

The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.

Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at [phone].