Sr Analyst Investment Strategy - BSC (Hybrid)

Exelon • Chicago, IL

1d • Hybrid

About The Position

The Investment Office at Exelon is responsible for the oversight of over $17 billion in Trust assets for Exelon, spanning the pension, post-retirement healthcare, savings plan, and Exelon Foundation. The Investment Office is staffed by a small and collaborative team of investment professionals with support from the broader Exelon organization. This position provides critical analytical support for identifying and underwriting new investments, engaging in oversight of existing investments, and assisting with various research, operational, and reporting obligations as may materialize. The Sr. Investment Analyst will gain broad-based exposure to a variety of asset classes, including private equity, real estate, fixed income, equities, and various hedge fund strategies.

Requirements

• Bachelor's degree in finance or general business administration from an accredited four year university
• 4-7 years of experience in Accounting, Finance, or related field and at least 2 years of work experience in investments or an adjacent finance-related field.
• Working knowledge of or experience in various institutional investment strategies
• Robust analytical skills with ability to synthesize large amount of data from various sources; advanced Excel user and proficient in other Microsoft Office suite applications
• Understanding of investment, finance, economic practices and performance measurement
• Strong organizational skills and ability to effectively balance multiple priorities and deadlines
• Excellent written and verbal communication skills and detail oriented.
• Fast and eager learner
• Commitment to highest standards of quality and integrity

Nice To Haves

• Master's in financial engineering, CFA, or MBA designation strongly preferred.
• Experience in Systems (Aladdin, MSCI Barra, Bloomberg, Moody's DB PFaroe)
• Experience in AI and/or Python Coding

Responsibilities

• Support Portfolio Managers & senior Investments leadership in the ongoing monitoring of existing investments across trusts (35%)
• Assist Portfolio Managers & senior Investments leadership in the due diligence of new investment relationships, including preparing new analyses and leveraging 3rd party research (25%)
• Assist senior Investments leadership in special projects that relate to the management and implementation of the various trust assets overseen by the Investment Office (20%)
• Work collaboratively with colleagues on the Investment Operations team to support reporting and analyses to keep the investment office running efficiently (20%)

Benefits

• Annual salary will vary based on a candidate’s skills, qualifications, experience, and other factors: $90,400.00/Yr. – $124,300.00/Yr.
• Annual Bonus for eligible positions: 15%
• 401(k) match and annual company contribution
• Medical, dental and vision insurance
• Life and disability insurance
• Generous paid time off options, including vacation, sick time, floating and fixed holidays, maternity leave and bonding/primary caregiver leave or parental leave
• Employee Assistance Program and resources for mental and emotional support
• Wellbeing programs such as tuition reimbursement, adoption and surrogacy assistance and fitness reimbursement
• Referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level