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Senior Asset Management Analyst-Operations - Richmond, VA

Msccn
On-site
Richmond, Virginia, United States
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

 

Dominion Energy is committed to providing reliable, affordable, and increasingly clean energy that powers our customers every day. If you want to work for a purpose-driven company that values safety and collaboration, we’re looking for you. You won’t just find a job here; you’ll find your career. Review the position below and apply today.

 

We offer a hybrid 3-2 work schedule (three days in the office, two days of teleworking) to accommodate the need for flexibility.

Military service members and veterans with ranks from E5-E9, W1-CW5, or O3-O6, plus appropriate equivalent combination of education and years of experience as outlined below will be considered for this opportunity. 

At this time, Dominion Energy cannot transfer or sponsor a work visa or employment authorization for this position.

Note:  Corporate relocation benefits are available based on program eligibility requirements.

Job Summary
The Asset Management Senior Analyst role supports the operations and/or the investment functions of Dominion's Asset Management Group overseeing more than $20 billion in assets, including the Defined Benefit and Defined Contribution plans, Nuclear Decommissioning Trusts, Voluntary Employees; Beneficiary Association (VEBA), Rabbi Trust.  
 

Responsibilities include:

 

Assists in maintaining an operations function to support the execution of multi-asset investment portfolios, including cash management, wire set-up, trade execution, portfolio reconciliations, performance reporting, audit and taxes
Maintains relationships and works with various parties including custodian banks, investment managers, fund administrators, internal and external auditors, tax advisor, and various groups within Dominion to provide information related to making investments, presentations to the Asset Management Committee, SEC, and other regulatory reporting
Performs activity and market value reconciliations for the group’s more complex trusts/portfolios
Makes independent decisions; assesses current internal processes and standards and make recommendations for process improvements to gain operational efficiencies
Serves as the main point of contact for internal and external auditors; handles inquires as they arise with minimum supervision
Responsible for reporting and analyzing portfolio performance, exposures, and benchmarks
Completes fund subscription documents and provide KYC and AML documentation as required by external funds
Supports compilation of quarterly reporting for the group's Asset Management Committee
Provides training, assistance, advice and solutions to less experienced analysts and peers
Leads and completes complex ad hoc projects as needed

Required Knowledge, Skills, Abilities & Experience
5-7+ years of related experience in investment operations, accounting, auditing or custody, and an understanding of multi-asset class investment portfolios and the underlying strategies (Note: a Master's degree will count as one year of experience. A partial year of six months or more will be rounded to one year)

Specific knowledge, skills, abilities and experience include:
 

Exposure to traditional and alternative investment strategies
Unquestionable integrity and high ethical standards
Ability to conceptualize and drive initiatives that are critical to group's success
Excellent interpersonal, communication, and analytical skills
Ability to be resourceful and work independently
Excellent organizational skills, exceptionally detail-oriented with the ability to effectively handle concurrent projects, meet deadlines and consistently produce high quality work
Extensive knowledge of Microsoft Excel and PowerPoint and an aptitude for continuous learning
Demonstrated intellectual curiosity, emotional intelligence, and ability to reach a higher level of proficiency and work complexity
Deep commitment to a culture of excellence
Experience with Caissa a plus.

Education Requirements
Degree or an equivalent combination of education and demonstrated related experience may be accepted in lieu of preferred level of education: Bachelor


Preferred Disciplines: Finance, Business Administration


Other disciplines may be substituted for the preferred discipline(s) listed above.

 

Licenses, Certifications, or Quals Description
CPA designation preferred.

Working Conditions
Office Work Environment 76 -100%
Travel Up to 25%