Principal Analyst, Portfolio Performance & Risk

NextEra Energy•Juno Beach, FL

2d•Onsite

About The Position

The Principal Analyst, Portfolio Performance & Risk will support the monitoring and assessment of performance and risk across the portfolio, with primary responsibility for coordinating portfolio reporting, a monthly portfolio-wide performance and risk update for leadership. This role will bring together standardized financial, operational, and performance metrics with risk information and company-specific developments to create a concise, consistent view across the portfolio. This position will work closely with portfolio companies and internal stakeholders to validate results, understand key drivers, identify emerging trends and risks, and translate information into clear, decision-useful insights. The ideal candidate is highly analytical, detail-oriented, intellectually curious, and able to move beyond compiling information to identify what changed, why it matters, and what leadership should be watching. This position works with internal and external groups to perform due diligence and asset valuations of various corporate financing projects. This position works as a Subject Matter Expert in the planning and coordination of work assignments to identify and analyze the impact of relevant financing projects.

Requirements

Bachelor's or Equivalent Experience
Experience: 6+ years

Nice To Haves

Bachelor’s degree in finance, accounting, economics, business, engineering, data analytics, or a related field.
Approximately 3–5 years of relevant experience in portfolio management, FP&A, corporate finance, risk management, strategy, investment analysis, business analytics, or a related discipline.
Strong analytical and problem-solving skills, with the ability to work with financial, operational, and risk data.
Ability to synthesize large amounts of information and identify the issues most relevant to management.
Strong written communication skills with an ability to develop concise, executive-ready commentary and presentations.
High attention to detail and a strong commitment to data accuracy and consistency.
Strong organizational skills and ability to manage a recurring monthly process involving multiple stakeholders and deadlines.
Advanced Excel and PowerPoint skills.
Ability to work independently, take ownership of deliverables, and effectively escalate questions or issues when appropriate.
Master's - Accounting / Finance
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)

Responsibilities

Coordinate and produce monthly data collection, validation, analysis, and preparation of the leadership update.
Compile standardized financial, operational, commercial, and other key performance metrics across portfolio companies.
Work with company and functional teams to understand material changes in performance and the drivers behind reported results.
Identify significant variances, trends, outliers, and developments requiring additional attention.
Develop concise commentary that highlights key takeaways and provides context around company and portfolio performance.
Maintain reporting calendars, data definitions, templates, and quality controls to support a consistent and efficient monthly process.
Identify opportunities to streamline and automate recurring reporting and analysis.
Incorporate key risk indicators and changes in company risk profiles into the monthly portfolio view.
Work with risk owners and other stakeholders to gather and synthesize information on material risks, emerging exposures, and mitigation activities.
Track changes in risks and mitigation actions over time.
Assist in identifying common themes, emerging issues, and potential risk concentrations across the portfolio.
Perform analysis of company and portfolio performance to identify trends, variances, and areas of potential concern or opportunity.
Support the development and maintenance of dashboards, scorecards, and other portfolio-monitoring tools.
Conduct ad hoc analysis in support of portfolio management, risk management, and leadership priorities.
Build effective working relationships with portfolio company teams and internal partners across finance, risk, and other functions.
Coordinate recurring information requests and follow up on questions or inconsistencies.
Help ensure information provided across the portfolio is timely, accurate, and based on consistent definitions and reporting standards.
Prepare materials and analyses for discussions with management and other stakeholders.
Works with internal and external groups to analyze various financial projects such as mergers and acquisitions.
Builds, enhances and maintains complex financial models.
Proposes strategies to maximize the financial performance of the company.
Supports project and corporate capitalization processes with due diligence, identification of key risks and mitigants, and cash flow analyses.
Makes recommendations on financing decisions and executes long and/or short term financings.
Performs other job-related duties as needed.