Principal Analyst, Portfolio Performance & Risk

Requisition ID: 97356

NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!

Position Specific Description

The Principal Analyst, Portfolio Performance & Risk will support the monitoring and assessment of performance and risk across the portfolio, with primary responsibility for coordinating portfolio reporting, a monthly portfolio-wide performance and risk update for leadership.

This role will bring together standardized financial, operational, and performance metrics with risk information and company-specific developments to create a concise, consistent view across the portfolio. This position will work closely with portfolio companies and internal stakeholders to validate results, understand key drivers, identify emerging trends and risks, and translate information into clear, decision-useful insights.

The ideal candidate is highly analytical, detail-oriented, intellectually curious, and able to move beyond compiling information to identify what changed, why it matters, and what leadership should be watching.

Key Responsibilities:

Monthly Portfolio Monitoring

• Coordinate and produce monthly data collection, validation, analysis, and preparation of the leadership update.
• Compile standardized financial, operational, commercial, and other key performance metrics across portfolio companies.
• Work with company and functional teams to understand material changes in performance and the drivers behind reported results.
• Identify significant variances, trends, outliers, and developments requiring additional attention.
• Develop concise commentary that highlights key takeaways and provides context around company and portfolio performance.
• Maintain reporting calendars, data definitions, templates, and quality controls to support a consistent and efficient monthly process.
• Identify opportunities to streamline and automate recurring reporting and analysis.

Risk Monitoring & Analysis

• Incorporate key risk indicators and changes in company risk profiles into the monthly portfolio view.
• Work with risk owners and other stakeholders to gather and synthesize information on material risks, emerging exposures, and mitigation activities.
• Track changes in risks and mitigation actions over time.
• Assist in identifying common themes, emerging issues, and potential risk concentrations across the portfolio.

Portfolio Analytics & Insights

• Perform analysis of company and portfolio performance to identify trends, variances, and areas of potential concern or opportunity.
• Support the development and maintenance of dashboards, scorecards, and other portfolio-monitoring tools.
• Conduct ad hoc analysis in support of portfolio management, risk management, and leadership priorities.

Stakeholder Coordination

• Build effective working relationships with portfolio company teams and internal partners across finance, risk, and other functions.
• Coordinate recurring information requests and follow up on questions or inconsistencies.
• Help ensure information provided across the portfolio is timely, accurate, and based on consistent definitions and reporting standards.
• Prepare materials and analyses for discussions with management and other stakeholders.

Highly Preferred Qualifications

• Bachelor's degree in finance, accounting, economics, business, engineering, data analytics, or a related field.
• Approximately 3-5 years of relevant experience in portfolio management, FP&A, corporate finance, risk management, strategy, investment analysis, business analytics, or a related discipline.
• Strong analytical and problem-solving skills, with the ability to work with financial, operational, and risk data.
• Ability to synthesize large amounts of information and identify the issues most relevant to management.
• Strong written communication skills with an ability to develop concise, executive-ready commentary and presentations.
• High attention to detail and a strong commitment to data accuracy and consistency.
• Strong organizational skills and ability to manage a recurring monthly process involving multiple stakeholders and deadlines.
• Advanced Excel and PowerPoint skills.
• Ability to work independently, take ownership of deliverables, and effectively escalate questions or issues when appropriate.

Job Overview

This position works with internal and external groups to perform due diligence and asset valuations of various corporate financing projects. This position works as a Subject Matter Expert in the planning and coordination of work assignments to identify and analyze the impact of relevant financing projects.

Job Duties & Responsibilities

• Works with internal and external groups to analyze various financial projects such as mergers and acquisitions
• Builds, enhances and maintains complex financial models
• Proposes strategies to maximize the financial performance of the company
• Supports project and corporate capitalization processes with due diligence, identification of key risks and mitigants, and cash flow analyses
• Makes recommendations on financing decisions and executes long and/or short term financings
• Performs other job-related duties as needed

Required Qualifications

• Bachelors or Equivalent Experience
• Experience: 6+ years

Preferred Qualifications

• Masters - Accounting / Finance
• Certified Public Accountant (CPA)
• Chartered Financial Analyst (CFA)

NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Click here to learn more.

Employee Group: Exempt

Employee Type: Full Time

Job Category: Finance, Accounting & Business Analytics

Organization: NextEra Energy Resources, LLC

Relocation Provided: Yes, if applicable

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.

NextEra Energy and 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 recruiting-coordinator.sharedmailbox@nexteraenergy.com, providing your name, telephone number and the best time for us to reach you.

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 our policy for more information.

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