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Pension Analyst I Job

Date: Jul 31, 2019

Location: MN - Minneapolis, US, 55401

Company: Xcel Energy

Location(s): MN - Minneapolis

 

Are you ready to take your leadership potential to the next level with a growing Fortune 500 company?  Xcel Energy is at the leading edge of an industry that is changing quickly. We’re seeking dynamic, proven leaders to help guide us into this exciting energy future. If you’re looking to lead at a company that is committed to excellence, safety and environmental stewardship, with plenty of room to grow, consider a position at Xcel Energy.

 

 

Position Summary

Support dedicated funds management administration and analysis for investments in employee pension trust fund, employee retirement savings fund, nuclear decommissioning trust fund, non-qualified retirement plans, and postretirement benefit trust funds.


Essential Responsibilities
  • Assist in processing portfolio transactions including, but not limited to contributions, capital calls, fees and portfolio rebalancing. Duties may include monitoring portfolio level cash, communication and tracking of portfolio transactions, portfolio rebalancing and performance analysis, and reconciling, monitoring and paying investment management fees.
  • Support the investment manager performance evaluation process. Duties to include collection and maintenance of investment manager performance reports and documentation, updating of investment manager performance data base, and assisting in updating and dissemination of asset pool performance reports.
  • Assist with the monitoring of existing and prospective investment managers. Support investment manager search activities for the employee retirement savings funds as needed. Duties may include attending and participating in due diligence discussions with investment managers, documenting meeting notes, and maintaining an investment manager database.
  • Assist with other reporting efforts, including annual audit reporting, Schedule 5500 reporting, coordination of tax documentation, and other reporting and financial modeling projects as needed.
  • Other projects as assigned.

Minimum Requirements
  • Bachelors degree in Business Administration, Finance, Statistics or related discipline desired.
  • Understanding of basic finance and investment theory.
  • Analytical, problem solving and financial modeling skills.
  • Demonstrated customer service and relationship development skills.
  • Desire to participate in personal/professional development training to facilitate skill development and to improve ability to perform more complex tasks.

 

 

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As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need. If you’re ready to be a part of something big, we invite you to join our team.
    

 

Posting Notes:  MN - Minneapolis || MN - Minneapolis || United States (US) || CFO Organization || 70280:Investments & Pensions || Full-Time || Non-Bargaining ||
 

Requisition Number: 19281

Equal Opportunity Employer: Minority/Female/Disability/Veteran

Individuals with a disability who need an accommodation to apply please contact us at recruiting@xcelenergy.com


Nearest Major Market: Minneapolis

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