Mgr Investment Ops and Compliance - (HYBRID)

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Location: CHICAGO, IL, United States
Organization: Exelon Business Servcs Co, LLC
Job ID: 242648
Date Posted: Oct 25, 2022
Job: Accounting & Finance

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Job Description


At Exelon, we are united by our values and shared vision for a cleaner and brighter future. We encourage curiosity, value diverse perspectives and we never stop looking for ways to be, work and do better. We know the future is in our hands. That's why we're looking for people like you, who have the power to make a difference.

As the nation's largest utility company, we serve more than 10 million customers through six fully regulated transmission and distribution utilities
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). All 18,000 of us are committed to delivering safe, reliable and affordable energy to our customers, strengthening our communities, supporting a clean energy future and reducing our impact on the changing climate.

Our people are the heart and soul of our business. Whether it's powering lives, supporting communities or collaborating with colleagues, an Exelon employee is talented, compassionate, forward-thinking and inspired. We are empowered to evolve and advance our careers in an open and inclusive environment. We pride ourselves on being the kind of place where people want to come and stay. We know that investing in our employees' futures strengthens ours, which is why we offer competitive compensation, incentives and health and retirement benefits.


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.


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


  • Create and maintain operational back-office performance reports and other ad-hoc reports to the investment team, company executives, and governance committees.
  • Develop and participate in initiatives to enhance effectiveness and efficiency of all investment office functions, operational processes, and help resolve operational issues.
  • 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 Supervise, coach, and develop Investments Analyst
  • Ensure the accuracy of Investment Office portfolio management and risk systems, participate in risk reporting processes
  • Assist in special projects and special requests as required for the Investment Office
  • Support accounting and finance departments with investment related requests and disclosures
  • Monitor investment manager compliance with stated investment guidelines



  • Minimum 8 years of experience in Accounting, Finance, or Investment related field; investment operations experience a plus
  • CPA or progress to MBA designation strongly preferred
  • Strong analytical skills with ability to synthesize large amount 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


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