Southern Company

Investment Analyst

Southern Company$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Statistics, or a related field required
  • 2-5 years of experience in institutional investments, investment consulting, asset management, finance, accounting, or treasury required
  • Experience with performance reporting, investment operations, portfolio analytics, and manager research is desired
  • Commitment to ongoing professional development, including pursuing the CFA charter or a similar designation is favorable
  • Strong interest in capital markets and institutional investing

Responsibilities

  • Lead preparation of recurring investment reports and performance materials
  • Maintain investment performance records, benchmark information, and portfolio analytics
  • Build productive relationships and serve as a liaison with internal and external partners
  • Support investment manager due diligence and assist with research projects
  • Manage onboarding of new investment manager relationships
  • Oversee assigned investment operations processes for accuracy and timeliness
  • Manage liquidity planning and portfolio rebalancing activities

Benefits

  • Opportunities for professional development and career advancement
  • Access to a dynamic and diverse work environment
  • Exposure to multiple asset pools and investment strategies
  • Engagement with a collaborative team focused on investment oversight
  • Participation in strategic project work within the investment landscape
Full Job Description
Job Description

Investment Analyst - Trust Finance

Position Summary

The Investment Analyst supports the oversight and administration of Southern Company's investment programs. The role works across multiple asset pools, including defined benefit, defined contribution, corporate foundations, nuclear decommissioning trusts (NDTs), VEBAs, and other post-employment benefit plans.

The successful candidate will develop a broad understanding of institutional investing while serving as a key contributor to portfolio oversight, performance reporting, investment decision support, and strategic project work. The position is designed for individuals interested in developing a long-term career in institutional investing and successful candidates will have opportunities to expand responsibilities in manager due diligence, portfolio construction, asset allocation, and investment strategy development.

Responsibilities
  • Lead preparation of recurring investment reports and performance materials
  • Maintain investment performance records, benchmark information, and portfolio analytics
  • Build productive working relationships and serve as liaison with internal business partners, custodians, consultants, investment managers, and service providers
  • Support investment manager due diligence efforts and assist with manager searches, requests for information, due diligence questionnaires, and investment research projects
  • Manage onboarding of new investment manager relationships and provide support on account opening documentation (investment manager agreements, investment guidelines, subscription documents)
  • Maintain ownership of assigned investment operations processes, ensuring accuracy, timeliness, and strong internal controls
  • Manage liquidity planning, cash movements, and portfolio rebalancing activities across various asset pools (pension, foundation, VEBAs, and NDT)
  • Support quarterly fair value reporting and other financial reporting requirements
  • Ensure investment documentation and proper adherence to record retention requirements
  • Monitor investment guideline compliance and coordinate investigation and resolution of potential violations
  • Support and execute SOX controls and other governance requirements associated with investment operations
  • Demonstrate ownership, accountability, and initiative in driving projects from inception through completion


Qualifications

Education and Experience
  • Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Statistics, or a related field required
  • 2-5 years of experience in institutional investments, investment consulting, asset management, finance, accounting, or treasury required
  • Experience with performance reporting, investment operations, portfolio analytics, manager research desired
  • Commitment to ongoing professional development, including pursuit of the CFA charter or a similar designation, viewed favorably

Knowledge, Skills, Abilities
  • Strong interest in capital markets, investment manager evaluation, and institutional investing
  • Excellent organizational skills, attention to detail, and project management capabilities
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Effective written and verbal communication skills
  • Proficiency with Excel, PowerPoint, Word, and AI-enabled productivity tools
  • Intellectual curiosity and desire for continuous learning
  • Demonstrated initiative, ownership mindset, and ability to work independently


About the Team

Southern Company Services

About Southern Company

With 4.4 million customers and more than 42,000 megawatts of generating capacity, Atlanta-based Southern Company is the premier energy company serving the Southeast. A leading U.S. producer of electricity, Southern Company owns electric utilities in four states and a growing competitive generation company, as well as fiber optics and wireless communications. Southern Company brands are known for excellent customer service, high reliability and retail electric prices that are significantly below the national average. Southern Company has been listed the top ranking U.S. electric service provider in customer satisfaction for nine consecutive years by the American Customer Satisfaction Index.

Southern Company Careers

Join the dynamic team at Southern Company, a leader in energy innovation and a champion of sustainable practices. As one of the most respected companies in the energy sector, Southern Company offers unparalleled job opportunities that promise not only professional growth but also a commitment to diversity and leadership development.

Work You’ll Do

At Southern Company, we are not just about power generation; we are about empowering our team to innovate and lead the industry. By joining our team, you will collaborate with some of the brightest minds in the field, using your skills to solve complex problems and drive meaningful change.

Explore a World of Opportunities

Whether you are looking for a full-time position, an internship, or a leadership role, Southern Company has a place for you. Our wide range of employment options ensures that every team member can find a path that best suits their career ambitions and skills.

Innovate and Lead

Southern Company is at the forefront of technological innovation in the energy sector. Our team members are encouraged to lead projects and initiatives that push the boundaries of what is possible in energy production and management.

Grow and Develop

We believe in nurturing the potential of our employees through targeted diversity training, leadership workshops, and continuous professional development. Career growth at Southern Company is not just a possibility—it is an expectation.

Be Part of Our Culture

Southern Company’s culture is built on a foundation of respect, integrity, and inclusion. We celebrate diversity and believe that it drives innovation. Our team is our family, and we support each other in achieving personal and professional goals.

Benefits That Go Beyond

Choosing a career at Southern Company means enjoying a range of benefits designed to enrich your life and support your lifestyle. From health and wellness programs to retirement plans, we ensure our team members are taken care of.

Join Our Team

Ready to power up your career? Explore the job opportunities at Southern Company today. We are actively hiring and looking for passionate, curious, and solution-driven individuals. Enhance your skills, join a community of innovators, and work towards a sustainable future.

Stay Connected

Keep up to date with the latest at Southern Company by following our careers blog. Gain insider perspectives, industry-leading insights, and practical tips to advance your career.

Networking and Career Advancement

At Southern Company, networking and internal mobility are key components of career advancement. Connect with leaders, engage in cross-departmental projects, and take your professional journey to new heights.

Prepare for Your Interview

Make your mark from the first interview. Visit our career site for tips on crafting your resume, preparing for interviews, and making a lasting impression.

Join Southern Company—where careers glow brighter!

SEARCH SOUTHERN COMPANY JOBS Stay ahead of the curve in your career with Southern Company, where innovation meets tradition and every employee is empowered to excel.
Learn more about Southern Company
Size
27,000 employees
Market Cap
$77.6 billion
Industry
Net Income
$3.1 billion
Founded
1912
5 Year Trend
+3%
Revenue
$20.3 billion

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