Investment Analyst

Investment Analyst

JOB SUMMARY:

Support the investment operations function of the SCS Trust Finance team

JOB REQUIREMENTS:

Education Requirements:

• Bachelors degree in business, finance, accounting, or economics required

Experience Requirements :

• Minimum 1 year of experience working in Finance or Accounting
• Demonstrated experience in financial operations, cash management, and accounting reconciliation.

Knowledge, Skills, & Abilities:

• Strong organizational skills, ability to multi-task, adapt, and meet short-term deadlines
• Effective communication skills a must
• Excellent reading comprehension skills
• Strong customer service orientation
• Skilled in use of Microsoft Excel, Word, PowerPoint

MAJOR JOB RESPONSIBILITIES:

• Responding to administrative requests of trustee banks (foreign market issues, authorized signer lists, opening of new custodial accounts, etc.
• Will support the management of liquidity needs and rebalancing directives for Foundation, VEBA & NDT assets
• Save trustee bank, asset manager statements and appropriate SOX evidence to required folders
• Assist with meeting materials and quarterly performance reports
• Manage record retention requirements
• Monitor investment guideline compliance online tools and determine if true violations require team involvement
• Assist with survey requests and coordinate responses from appropriate team members
• Complete quarterly fair value summaries of various asset pools
• Assist with private investment subscription documents
• Assist with background checks of investment professionals associated with private market deals
• Gathering documents / saving data rooms of prospective private equity fund opportunities
• Assist with completion of due diligence questionnaires
• Assist with completion of LPA amendments
• Work with auditors to perform investment confirms and other requests

Southern Company (NYSE: SO) is a leading energy provider serving 9 million residential and commercial customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy infrastructure company with national capabilities, a fiber optics network, and telecommunications services. Through an industry-leading commitment to innovation, resilience, and sustainability, we are taking action to meet our customers and communities needs while advancing our commitment to net zero emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture and hiring practices have earned the company national awards and recognition from numerous organizations, including Forbes, Military Times, DiversityInc, Black Enterprise, J.D. Power, Fortune, Human Rights Campaign and more. To learn more, visit www.southerncompany.com.

Southern Company is an equal opportunity employer where an applicant’s qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.

Job Identification: 6337

Job Category: Finance

Job Schedule: Full time

Company: Southern Company Services