Mgr Investment Ops & Compliance - BSC (Hybrid)

Job Description

Description

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, 19,000 colleagues strong serving more than 10 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).

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 OF POSITION

The position provides key operational and reporting support to the Investment Office and has a considerable role in the operational aspects of managing over $20 billion across a broad range of asset classes.

PRIMARY DUTIES AND ACCOUNTABILITIES

• Manage movement of assets within the investment trusts, which total over $20 billion in size. Activities include but are not limited to:
  • Oversee custodian processing of recurring transactions and operational aspects of non-recurring transactions, review for accuracy, and resolve issues
  • Own and ensure strong cash controls, including reviewing and validating that all cash payments from trusts are valid and appropriate
  • Forecast cash positions and upcoming liquidity needs
  • Monitor and report on trust expenses                 
• Develop and participate in initiatives to enhance effectiveness and efficiency of all investment office functions, operational processes, and help resolve operational issues.                     
• Create and maintain operational back-office performance reports and other ad-hoc reports to the investment team, company executives, and governance committees.
• Ensure the accuracy of Investment Office portfolio management and risk systems, participate in risk reporting processes
• Support accounting and finance departments with investment related requests and disclosures
• Assist in special projects and special requests as required for the Investment Office
• Monitor investment manager compliance with stated investment guidelines.

JOB SCOPE

Position will require robust analytical abilities, an understanding of fund accounting or finance, strong relationship skills, and project management skills.

Qualifications

POSITION SPECIFICATIONS

• Minimum 6 years of experience in Accounting, Finance, or Investment related field; investment operations experience a plus; CPA preferred
• Strong analytical skills with ability to synthesize large amounts of data from various sources
• Comprehensive knowledge of accounting, finance, economic practices and performance measurement
• Experience with investment management tools, such as CAISSA, Aladdin
• Strong organizational and project management skills, and ability to create efficiency in workflow
• Advanced presentation, written, and verbal communication skills
• Commitment to highest standards of quality and integrity
• Good interpersonal skills and team working capabilities