Financial Analyst I – Real Estate Investments

Posted 3 weeks ago by NextEra Energy
Juno Beach, FL
Application ends: December 29, 2022
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Job Description

**Financial Analyst I – Real Estate Investments**

**Date:** Nov 4, 2022

**Location(s):** Juno Beach, FL, US, 33408

**Company:** NextEra Energy

is America’s largest electric company, providing clean, affordable, and reliable electricity to more than 12 million people in Florida. We operate one of the cleanest power generation fleets in the U.S. and our reliability is among the best in the nation. Our goal is to achieve Real Zero carbon emissions from our operations by 2045 by expanding our solar capacity, increasing battery storage and bringing new renewable energy opportunities to Florida, while improving customer affordability and reliability. Are you interested in becoming a game-changer in the energy industry? Join our world-class team today!

**Position Specific Description**

The Financial Analyst I assists in the overall investment oversight of NextEra’s assets held within the pension, nuclear decommissioning trusts, 401k, and other programs. This position supports both traditional investments (e.g. publicly equity and fixed income) as well as complex alternative investments (e.g. private equity, private credit, real estate, and hedge funds).

The individual interfaces with external investment fund managers, trustees, and consultants, as well as internal stakeholders, such as Accounting, Legal, Tax, HR (Benefits) and the Nuclear Business Management team.

Key responsibilities include:

+ Portfolio Strategy:

+ Participate in the development and implementation of asset allocation, policies, and strategies

+ Monitor performance of financial markets for implications that could affect the programs and develop or alter strategic direction as necessary

+ Develop scenarios to understand impacts of different hypothetical market events on the portfolio

+ Existing Fund Managers:

+ Perform regular reviews and evaluations of existing fund managers

+ Research and report on holdings, performance, risk exposures and analyze impacts of market changes on investments

+ New Investment Opportunities:

+ Perform research on new investment strategies and market opportunities

+ Conduct extensive due diligence, both qualitative and quantitative

+ Prepare decision-making documents & presentations

+ Review legal and financial documentation and assist in implementation/execution

+ Back office operations:

+ Monitor asset allocation relative to targets, changes in funded status, and cash flows

+ Interact with external and internal parties to ensure investment activity is recorded accurately/timely and compliance with fiduciary and regulatory requirements

+ Support preparation of management reports and regulatory filings (e.g. 5500s, 10Ks, 10Qs) including activities related preparation of US GAAP financial and footnote disclosures

+ Carry out administrative and operational requirements specific to the investment programs

+ Perform related assignments or special projects as required

Skills and Experience:

+ The ideal candidate will have solid experience and understanding of the underpinnings of institutional investment management and investment program administration in an institutional setting including an understanding of alternative investments (e.g., hedge funds, private capital, real estate and securities; co-investment) and complex financial transactions.

+ Prior experience in real estate is a plus.

+ Experience in investment manager search and evaluation (qualitative & quantitative), including various performance and portfolio reporting and analytic tools and software, with an emphasis on private capital and real estate.

+ Knowledge of investment performance measurement, quantitative tools & analysis (statistical concepts, methods, and models, including their application to investments and the monitoring of risk).

+ Knowledge of global and domestic macroeconomic and capital market issues relating to investments and overall portfolio management as well as knowledge of real estate sectors and markets.

+ Understanding of portfolio management and investment management concepts and strategies.

+ Familiarity with complex security instruments and strategies.

+ Experience with internal and external reporting on fund & manager performance, risk, and exposures.

+ Excellent interpersonal, writing and presentation skills.

+ Attention to detail and strong organizational skills.

+ High degree of self-initiative; ability to work independently with minimal guidance.

+ Ability to multitask and ensure deliverables are completed timely; ability to meet inflexible deadlines.

+ Some travel is required.

+ Bachelor’s Degree in finance, business, accounting or a related area.

+ MBA, CFA, CAIA, or other relevant graduate degree or designation highly desirable.

**Job Overview**

Employees in this role supports Senior Management decision making via financial modeling, including but not limited to, revenue requirement and customer bill impacts, discounted cash flow analysis and financial statement modeling. This position identifies and conducts moderately complex analyses of financial impacts of issues and/or decisions facing the company and proposes strategies to maximize financial performance of company.

**Job Duties & Responsibilities**

• Identifies, analyzes, and communicates to management the impact on the Company’s financial structure, profitability, financial integrity, and competitive position utilizing relevant analytical methods and/or department’s forecasting models

• Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc.

• Provides expertise, support, and financial training for the company departments requiring these services

• Performs financial analyses as required by management or regulatory bodies

• Prepares PowerPoint presentations to be provided to Senior and Executive Management

• Performs other job-related duties as assigned

**Required Qualifications**

• High School Grad / GED

• Bachelor’s or Equivalent Experience

• Experience: 2+ years

**Preferred Qualifications**

• Bachelor’s – Accounting / Finance

• Master’s – Business Administration

**Employee Group:** Exempt

**Employee Type:** Full Time

**Job Category:** Finance, Accounting & Business Analytics

**Organization:** Florida Power & Light Company

**Relocation Provided:** No

**Where permitted by applicable law, NextEra Energy requires all employees and new hires to be fully vaccinated for COVID-19 or be willing to receive the COVID-19 vaccination on or before the first day of employment.**

NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace.

NextEra Energy provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1-844-694-4748. Please do not use this line to inquire about your application status.

NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information.