Strategic Institutional Investment Analyst

Mississippi Power Co; Atlanta (GA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Southern Company is seeking an Investment Analyst – Trust Finance to support the oversight and administration of institutional investment programs across defined benefit plans, foundations, VEBAs, and NDTs. The role involves performance reporting, portfolio analytics, and manager research within a collaborative team.

You will engage in liquidity planning, monitoring, and quarterly reporting while developing expertise in investment strategy and due diligence in a large energy-sector organization.

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

Skills

Excel

PowerPoint

Word

AI-enabled productivity tools

Organizational skills

Project management

Communication skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Related field

Tools

Excel

PowerPoint

Word

AI productivity tools

Job description

Southern Company is seeking an Investment Analyst – Trust Finance to support the oversight and administration of institutional investment programs across defined benefit plans, foundations, VEBAs, and NDTs. The role involves performance reporting, portfolio analytics, and manager research within a collaborative team.

You will engage in liquidity planning, monitoring, and quarterly reporting while developing expertise in investment strategy and due diligence in a large energy-sector organization.