Senior Investment Analyst
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Job Location:
White Plains, NY - USA
Monthly Salary:
$ 98000 - 135000
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Summary
The Senior Investment Analyst within NYPAs Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPAs investment strategy through comprehensive financial modeling analysis and decision support. This role involves developing and maintaining financial models to assess the potential returns risks and impacts of various investments ensuring alignment with NYPAs strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPAs investment portfolio.
Candidates should have experience within utilities banking construction or similar environments working on financial analysis for investments along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
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Responsibilities
- Initiate and/or settle trades under guidance prepare reporting and analysis of the Authoritys investments portfolios according to standards established in the Authoritys Investment Guidelines.
- Prepare reporting execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
- Support the management of all external relationships.
- Prepare monthly quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
- Provide support to the Chief Financial Officer Treasurer and Deputy Treasurer on debt credit and other special projects as required.
- Validate market value of all NYPAs internal security holdings on a monthly basis and report any discrepancies to the Treasurer or the Deputy Treasurer.
- Prepare documentation for all investment-related audit requests conducted internally or externally.
- Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
- Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
- Assist preparation of monthly invetment income forecasts metrics presentations and credit/ratings agency analyses as required.
- Compile information and data into simple presentable content appropriate for understanding at all levels of an organization.
Knowledge Skills and Abilities
- Developing understanding of fixed income investments and utility investment practices regulations and external industry forces and their impact on financial performance is preferred.
- Financial experience with exposure to accounting practices long range planning etc. preferred.
- Experience with the development of financial models/tools to convey business impacts.
- Excellent verbal and written communication skills.
- Growing understanding of financial and/or data aggregator systems including ERP platforms online bank portal Treasury management software Bloomberg terminal and/or other database structures and reporting solutions.
- Demonstrated analytical skills with an ability to evaluate large volumes of data interpret trends and offer solutions or recommendations for corrective action.
- Ability to make clear concise recommendations to all levels of personnel.
Education Experience and Certifications
- Bachelors Degree (B.A./B.S.) required; Management Finance Accounting or related field degree or Master of Business Administration (MBA) degree is preferred.
- Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair competitive and market-informed compensation. The estimated salary range for this position is: $98000 - $135000. The salary offered will be determined based on the successful candidates relevant experience knowledge skills and abilities.
The New York Power Authority and Canal Corporation believes that diversity equity and inclusion drive our success and we encourage women people of color LGBTQIA individuals people with disabilities members of ethnic minorities foreign-born residents and veterans to apply. As an equal opportunity employer NYPA/Canals is committed to building inclusive innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color creed/religion national origin citizenship or immigration status age disability military status gender/sex sexual orientation gender identity/expression pregnancy and related conditions familial/marital status domestic violence victim status predisposing genetic characteristics arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates disabilities pregnancy-related conditions religious observances/practices and/or domestic violence concerns. To request an accommodation please email.
Required Experience:
Senior IC
Key Skills
- Wealth Management
- Cash Flow Analysis
- Investment Experience
- Asset Management
- Analysis Skills
- Securities Law
- Equity Research
- Investment Management
- Private equity
- Process Management
- Financial Modeling
- Bloomberg
