Exelon Corporation

Sr Analyst Investment Strategy - BSC (Hybrid)

Exelon Corporation$90K — $124K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or business administration
  • 4-7 years in Accounting, Finance, or related fields
  • Experience in institutional investment strategies
  • Strong analytical and data synthesis skills
  • Advanced proficiency in Excel and Microsoft Office
  • Excellent communication and organizational skills
  • Ability to manage multiple priorities efficiently

Responsibilities

  • Support ongoing monitoring of investments across trusts
  • Assist in due diligence for new investment relationships
  • Engage in special projects related to trust asset management
  • Collaborate with Investment Operations for reporting and analysis

Benefits

  • 401(k) match and company contribution
  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Generous paid time off, including various leaves
  • Employee Assistance Program for mental health support
  • Wellbeing programs including tuition reimbursement and fitness incentives
  • Referral bonus program
Full Job Description
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.

About Exelon Corporation

Exelon Corporation is an American energy producer, trader, and distributor. The company provides services for energy generation businesses in the United States. The company owns, contracts, and invests in electric generating facilities such as nuclear, fossil, and hydroelectric generation facilities, as well as wind and solar facilities. It is also involved in the wholesale and retail customer supply of electric and natural gas products and services including renewable energy products, risk management services, natural gas exploration, and production activities. In addition, the company is engaged in the purchase and regulated retail sale of electricity and the provision of distribution and transmission services in northern Illinois, southeastern Pennsylvania, and central Maryland. It is also involved in the purchase and regulated retail sale of natural gases and the provision of distribution services in the Pennsylvania counties surrounding the City of Philadelphia, as well as in central Maryland including the City of Baltimore. Exelon Corporation operates through nine segments: Mid-Atlantic, Midwest, New England, New York, ERCOT, other regions, ComEd, PECO, and BGE. It sells electricity, natural gases, and other related products and solutions to various customers including distribution utilities, municipalities, and cooperatives, as well as to commercial, industrial, governmental, and residential customers. Founded in 1887, Exelon Corporation is headquartered in Chicago, Illinois.

Exelon Corporation Careers

Join the dynamic team at Exelon Corporation, a leader in the energy industry, where innovation, leadership, and professional growth are at the forefront of our operations. As one of the largest electric utility companies in the United States, Exelon offers unparalleled job opportunities and a commitment to diversity and sustainability that sets us apart.

Work You’ll Do

At Exelon, we empower our employees to excel in their careers by fostering an environment of continuous innovation and growth. Our diverse team of professionals is dedicated to shaping the future of energy with cutting-edge technologies and sustainable practices.

Explore Career Paths

Whether you're a seasoned professional or a recent graduate, Exelon has a variety of career paths to suit your skills and ambitions. From engineering to customer service, each position offers the chance to make a significant impact.

Internship Programs

Kickstart your career with an Exelon internship. Our programs provide invaluable industry experience and a chance to network with leaders in the field. Interns at Exelon are crucial team members, working on projects that advance both their careers and our company’s goals.

Professional Development

Invest in your future with Exelon’s robust professional development programs. We offer leadership training, skills enhancement workshops, and continuous learning opportunities that promote career advancement and personal growth.

Benefits and Culture

Exelon is committed to providing a supportive work environment with benefits that enhance the lives of our employees and their families. Our culture is built on respect, integrity, and inclusion, where every team member’s contribution is valued.

Join Our Team

Discover the opportunities that await at Exelon Corporation. We are actively hiring and looking for talented individuals who are passionate about building a sustainable future.

Search Exelon Jobs

Find open positions that match your skills and interests. We seek curious, innovative, and solution-driven team players.

Prepare for Your Interview

Stand out in your interview with Exelon by tailoring your resume to highlight relevant experience and skills. Our hiring process is designed to identify and attract professionals who are ready to lead and inspire.

Stay Connected

Keep up to date with the latest at Exelon Corporation by following our careers blog. Gain insider perspectives and industry-leading insights that you can apply to your professional life.

Networking and Career Growth

At Exelon, your career development is enhanced by our commitment to networking and mentorship. Connect with colleagues and leaders who can help guide your career path and open doors to new opportunities.

Diversity and Inclusion

We pride ourselves on fostering an inclusive workplace where diverse perspectives are celebrated. Exelon’s commitment to diversity training ensures that all employees have the opportunity to thrive. Join Exelon Corporation today and be part of a team that is dedicated to innovation, leadership, and the future of energy. Explore job opportunities and embark on a rewarding career path that offers growth, stability, and a chance to make a difference.
Learn more about Exelon Corporation
Size
31,518 employees
Market Cap
$42.3 billion
Industry
Net Income
$1.9 billion
Founded
2000
5 Year Trend
+3%
Revenue
$33 billion
NASDAQ

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