Investment Analyst – Trust Finance
Position Summary
The Investment Analyst supports the oversight and administration of Southern Company's investment programs. The role works across multiple asset pools, including defined benefit, defined contribution, corporate foundations, nuclear decommissioning trusts (NDTs), VEBAs, and other post-employment benefit plans.
The successful candidate will develop a broad understanding of institutional investing while serving as a key contributor to portfolio oversight, performance reporting, investment decision support, and strategic project work. The position is designed for individuals interested in developing a long-term career in institutional investing and successful candidates will have opportunities to expand responsibilities in manager due diligence, portfolio construction, asset allocation, and investment strategy development.
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
Qualifications
Education and Experience
- 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
Knowledge, Skills, Abilities
- Strong interest in capital markets, investment manager evaluation, and institutional investing
- Excellent organizational skills, attention to detail, and project management capabilities
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Effective written and verbal communication skills
- Proficiency with Excel, PowerPoint, Word, and AI-enabled productivity tools
- Intellectual curiosity and desire for continuous learning
- Demonstrated initiative, ownership mindset, and ability to work independently
About Southern Company
Southern Company (NYSE: SO ) is a leading energy provider serving 9 million 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 solutions provider 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 customers' and communities' needs while advancing our goal of net-zero greenhouse gas 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 has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit www.southerncompany.com .
Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here https://seo.nlx.org/southernco/pdf/SOCO-Benefits.pdf . Additional and specific details about total compensation and benefits will also be provided during the hiring process.
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: 21463
Job Category: Finance
Job Schedule: Full time
Company: Southern Company Services
