What are the responsibilities and job description for the Investment Analyst position at Southern Company?
Job Summary
Support the investment operations function of the SCS Trust Finance team
Job Requirements
Education Requirements:
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
Support the investment operations function of the SCS Trust Finance team
Job Requirements
Education Requirements:
- Bachelor’s degree in business, finance, accounting, or economics required
- Minimum 1 year of experience working in Finance or Accounting
- Demonstrated experience in financial operations, cash management, and accounting reconciliation.
- 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
- 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 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
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