Investment banking Jobs in Rochester, NY

Investment Planning Team Lead Analyst

The base salary range for this position is dependent upon experience and location, ranging from:

Orange, CT - $106,000 to $132,500

Augusta/Portland, ME - $96,400 to $120,500

Binghamton/Rochester, NY - $96,400 to $120,500

What We Offer:

• Competitive benefits and growth opportunities
• Generous performance-based bonuses
• 12% 401(k) match
• Comprehensive health, dental, and vision insurance
• Tuition reimbursement
• Professional development and clear career advancement pathways

Job Summary

Responsibilities of the Investment Planning Team encompass a full range of forecasting, budget management, and investment analysis activities. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company's investment portfolio to financial targets.

This role takes a cross-section of all the functional business lines and reviews the larger portfolio in relation to planned spend and regulatory commitments. This role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making.

A successful candidate will embrace opportunities to take on new challenges and be comfortable leading and motivating their peers. Additionally, the successful candidate has excellent analytical skills, a strong work ethic, and an ability to self-task based on a desired outcome rather than step by step instruction.

Key Responsibilities

• Monitors and controls the portfolio of capital projects for Avangrid Networks companies. This includes creating an initial plan, assessing trends, validating forecasts, tracking regulatory approvals, identifying gaps, and recommending course corrections.
• Oversees and manages structured data and tabular information within a Project Portfolio Management System, supporting the tracking of actuals, approvals, forecasts, and budgets. Demonstrates expertise in data architecture and relational principles, ensuring efficient handling of large datasets while upholding data accuracy, consistency, and integrity.
• Develops, maintains, and automates recurring reporting tasks to enhance operational efficiency and minimize manual efforts. Proficient in writing and refining VBA code across Excel and other Microsoft Office applications. Skilled in debugging and troubleshooting issues, delivering creative solutions, and continuously optimizing functionality for improved performance.
• Recognizes and recommends innovative process improvements and best practices to resolve business area and planning issues. Incorporates the use of new or enhancement of current tools to accomplish process improvements to increase efficiency, accuracy, and timeliness.
• Creates and maintains detailed spreadsheets to manage and analyze current and past trends to targets, validating forecast accuracy, and highlighting variances. Develops interactive dashboards, graphics, charts, and data visualizations for presentations, reports, and digital platforms. This requires an in-depth experience and knowledge of projects within a particular area of expertise, phases of those projects, and projected in-service dates across multiple years of data.
• Monitors compliance to performance indicators, approvals, and functional business area targets. Analyzes, transforms, and processes datasets compiled from multiple sources to identify trends, changes, and actionable insights. Develops reports and summarizes findings using thoughtful, user-friendly techniques that support strategic decision-making.
• Plans and organizes own workday and tasks working without direct supervision to initiate change to work practices or policies or their own personal working style, understand the operational environment and adapt accordingly, and act proactively and with integrity.
• Understands, applies and ensures compliance with project management practices and standards. Possess the ability to assess current project status, implement tracking metrics, and assess the effects on portfolio.
• Communicates with business area leaders, executives, project teams, and peers to understand issues and propose resolution. Builds rapport, actively listens, and creates an atmosphere of approachability to facilitate information sharing. May be required to present monthly results and projections, discuss issues and agree to course corrections.

Required Qualifications

• Required Bachelor's degree in a related discipline such as finance, engineering, business, data science, or related field
• Seven years of experience in finance, project management, engineering, or related field.
• Proven experience in data analysis, reporting, and process improvement
• Candidates should have broad experience leveraging their analytical expertise in a wide variety business situation and feel comfortable using this expertise to help other team members.
• Strong analytical thinking and problem-solving skills
• Process modeling, automation, and data optimization.
• Advanced Excel skills, with experience reading and writing VBA code
• Experience with Microsoft Power Platform, Power Query, SharePoint and all Microsoft Office Application

Preferred Qualifications

• Admin experience with Clarity PPM or similar
• Thorough knowledge of CapEx and Plant Addition forecasting, budgeting and analysis.

Competencies

• Growth & Continuous Improvement
• Initiative & Change
• Focused on Results
• Customer Centric (internal and/or external)
• Communication
• Collaboration
• Leadership (people managers/leaders)

Company:

AVANGRID SERVICE COMPANY

Mobility Information

Please note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that country.

At Avangrid we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at careers@avangrid.com.

Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate functions. This does not include those that will work for Avangrid Power.

Avangrid employees may also be assigned a NERC Reliability Standards compliance role supporting Critical Infrastructure Protection (CIP) and/or Operations and Planning (O&P) responsibilities. This is applicable to employees that will work in electric transmission, operations, and cyber security business areas in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate business areas. NERC Reliability Standards compliance roles and responsibilities may include additional access protections, training, audit engagement, and required evidence retention, and will be communicated by the employee's management.

Job Posting End Date:

August-29-2026