Sr Analyst Investment Strategy - BSC (Hybrid)

Who We Are

We're powering a cleaner, brighter future.

Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient.

We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco).

We're committed to creating an environment where every person can thrive. Our employee experience is grounded in four tenets that guide how we support our people: purposeful careers, growth opportunities, community impact, and support to thrive.

In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive compensation, incentives, excellent benefits and the opportunity to build a rewarding career.

Are you in?

Primary Purpose

PRIMARY PURPOSE OF 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.

Primary Duties

PRIMARY DUTIES AND ACCOUNTABILITIES

• 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%)

Job Scope

JOB SCOPE

The Candidate will report to the Managing Director of Investments but will be accountable to and work closely with all members of the Investment Office, including the Chief Investment Officer of Exelon This position may occasionally require overnight domestic travel The Exelon Investment Office does not make use of a retained investment consultant, therefore the Candidate may have significantly more responsibility and portfolio impact than similar positions at peer institutions This position is based in Chicago

Minimum Qualifications

MINIMUM QUALIFICATIONS

• 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

Preferred Qualifications

PREFERRED QUALIFICATIONS

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

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
• And much more

Note: Exelon-sponsored compensation and benefit programs may vary or not apply based on length of service, job grade, job classification or represented status. Eligibility will be determined by the written plan or program documents.