Senior Investment Analyst

Summary

The Senior Investment Analyst within NYPA’s Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA’s strategic goals.

The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.

The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA’s investment portfolio.

Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).

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Responsibilities

• Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority’s investments portfolios according to standards established in the Authority’s Investment Guidelines. 
• Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
• Support the management of all external relationships. 
• Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
• Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
• Validate market value of all NYPA’s internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
• Prepare documentation for all investment-related audit requests conducted internally or externally.
• Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
• Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company. 
• Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
• Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization. 
   

Knowledge, Skills and Abilities

• Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.  
• Financial experience with exposure to accounting practices, long range planning, etc., preferred.
• Experience with the development of financial models/tools to convey business impacts. 
• Excellent verbal and written communication skills. 
• Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
• Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.  
• Ability to make clear, concise recommendations to all levels of personnel.  
   

Education, Experience and Certifications

• Bachelor’s Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred. 
• Minimum 4 years of work experience in related field preferred. 
   

Physical Requirements