March 28, 2024
Electric Energy Jobs

Principal Investment Analyst

Organization:
NextEra Energy Canada
Region:
Canada, Florida, Juno Beach
End of contest:
November 22, 2017
  This job posting has expired
Type:
Full time
Category:
Accounting/finance
Description

The Principal Financial Analyst assists in the overall investment oversight of NextEra's $13 billion in assets held within the pension, nuclear decommissioning trusts, 401k, and other programs.  This position supports both traditional investments (e.g. publicly equity and fixed income) as well as complex alternative investments (e.g. private equity, direct lending, hedge funds).  

The individual interfaces with external investment fund managers, trustees and consultants, as well as internal stakeholders, such as Accounting, Legal, Tax, HR (Benefits) and the Nuclear Business Management team.

Key responsibilities include: 

  • Portfolio Strategy
    • Participate in the development and implementation of asset allocation, policies and strategies
    • Monitor performance of financial markets for implications that could affect the programs and develop or alter strategic direction as necessary
    • Develop scenarios to understand impacts of different hypothetical market events on the portfolio
  • Existing Fund Managers
    • Perform regular reviews and evaluations
    • Research and report on holdings, performance, risk exposures and analyze impacts of market changes on investments
  • New Investment Opportunities
    • Perform research on new investment strategies and market opportunities
    • Conduct extensive due diligence, both qualitative and quantitative
    • Prepare decision-making documents & presentations  
    • Review legal and financial documentation and assist in implementation/execution
  • Operations
    • Monitor asset allocation relative to targets, changes in funded status, and cash flows
    • Interact with external and internal parties to ensure investment activity is recorded accurately/timely and compliance with fiduciary and regulatory requirements
    • Support preparation of management reports and regulatory filings (e.g. 5500s, 10Ks, 10Qs) including activities related preparation of US GAAP financial and footnote disclosures
    • Carry out administrative and operational requirements specific to the investment programs
  • Ad Hoc Projects
    • Perform related assignments or special projects as required.

Job Overview

Employees in this role supports Senior Management decision making via financial modeling, including but not limited to, revenue requirement and customer bill impacts, discounted cash flow analysis and financial statement modeling.  This position identifies and conducts complex analyses of financial impacts of issues and/or decisions facing the company and proposes strategies to maximize financial performance of company.

Job Duties & Responsibilities

  • Identifies, analyzes, and communicates to management the impact on the Company's financial structure, profitability, financial integrity, and competitive position utilizing relevant analytical methods and/or department's forecasting models 
  • Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc. 
  • Provides expertise, support, and financial training for the company departments requiring these services 
  • Performs financial analyses as required by management or regulatory bodies 
  • Makes recommendations on financing decisions and executes long and/or short term financings 
  • Prepares PowerPoint presentations to be provided to Senior and Executive Management  
  • Acts as a mentor to lower level employees 
  • Performs other job-related duties as assigned 
Requirements

Skills and Experience:

  • The ideal candidate will have solid experience and understanding of the underpinnings of institutional investment management and investment program administration in an institutional setting including an understanding of alternative investments (e.g., hedge funds, private capital, and securities; co-investment) and complex financial transactions.
  • Experience in investment manager search and evaluation (qualitative & quantitative), including various performance and portfolio reporting and analytic tools and software, with an emphasis on private capital and hedge funds.
  • Knowledge of investment performance measurement, quantitative tools & analysis (statistical concepts, methods, and models, including their application to investments and the monitoring of risk).
  • Knowledge of global and domestic macroeconomic and capital market issues relating to investments and overall portfolio management.
  • Understanding of portfolio management and investment management concepts and strategies.
  • Familiarity with complex security instruments and strategies.
  • Experience with internal and external reporting on fund & manager performance, risk and exposures.
  • Excellent interpersonal, writing and presentation skills.
  • Attention to detail and strong organizational skills.
  • High degree of self-initiative; ability to work independently with minimal guidance.
  • Ability to multitask and ensure deliverables are completed timely; ability to meet inflexible deadlines
  • Some travel is required
  • Bachelor's Degree in finance, business, accounting or a related area.
  • MBA, CFA, CAIA, or other relevant graduate degree or designation highly desirable.
  • 7 or more years of relevant experience required.

Required Qualifications

  • High School Grad / GED
  • Bachelor's - Accounting / Finance
  • Experience:7+ years

Preferred Qualifications

  • Analytical Problem Solving
  • Effective Written Communications
  • Effective Verbal Communications
  • Master's - Accounting / Finance

Requisition ID:  11228

Employee Group:  Exempt
Employee Type:  Full Time
Job Category:  Finance, Accounting & Business Analytics
Organization:  Florida Power & Light Company (0001)
Location:  Juno Beach, Florida 
Other Work Locations:  Florida 
Relocation Provided:  Yes, if applicable

Contact

NextEra Energy Canada

390 Bay St

Toronto

Ontario Canada

www.nexteraenergycanada.com


 From the same category : accounting/finance