Senior Operations Analyst in Asset Management

2 weeks ago


Richmond, Virginia, United States Dominion Energy Full time

Position Overview

The Senior Analyst for Asset Management Operations plays a pivotal role in supporting the operational and investment activities of Dominion Energy's Asset Management Group, which oversees a substantial portfolio exceeding $20 billion in assets.

Key Responsibilities

  • Facilitates the operational processes necessary for managing diverse investment portfolios, including cash management, trade execution, and performance reporting.
  • Maintains and nurtures relationships with custodian banks, investment managers, and auditors to ensure seamless investment operations.
  • Conducts detailed reconciliations for complex trusts and portfolios, ensuring accuracy and compliance.
  • Evaluates internal processes, recommending enhancements to improve operational efficiency.
  • Acts as the primary liaison for auditors, addressing inquiries with minimal oversight.
  • Analyzes and reports on portfolio performance, exposures, and benchmarks.
  • Completes necessary documentation for fund subscriptions and compliance requirements.
  • Assists in the preparation of quarterly reports for the Asset Management Committee.
  • Provides mentorship and guidance to junior analysts and peers.
  • Leads and executes complex ad hoc projects as required.

Required Qualifications

5-7+ years of relevant experience in investment operations, accounting, or auditing, with a strong understanding of multi-asset class investment strategies.

Essential Skills and Attributes

  • Familiarity with both traditional and alternative investment strategies.
  • Demonstrated integrity and ethical standards.
  • Strong interpersonal, communication, and analytical skills.
  • Ability to work independently and resourcefully.
  • Exceptional organizational skills with a keen attention to detail.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Commitment to continuous learning and professional development.

Educational Background

A Bachelor’s degree or an equivalent combination of education and experience is required, preferably in Finance or Business Administration.

Certifications

CPA designation is preferred.

Work Environment

This position involves office work with potential travel requirements of up to 25%.

Compensation and Benefits

Dominion Energy offers a competitive salary and a comprehensive benefits package, including health coverage, retirement plans, and professional development opportunities.

Dominion Energy is an equal opportunity employer committed to fostering a diverse workforce.



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