Mgr - Investments & Pensions
Ppl Corporation
Manage investment strategy, oversight and administration of company DB pension and savings plans
9 days ago ago
Expert & Leadership (13+ years)
Full Time
Allentown, PA
Office Full-Time
Company Size
9,657 Employees
Service Specialisms
Construction services
Engineering
Project Management
Consulting
Technical Services
Design
Turnkey
General Contractor
Sector Specialisms
Electric Distribution
Electric Transmission
Gas Distribution
Gas Transmission
Regulated Generation
Power Generation
Wholesale Energy Sales
Retail Energy Supply
Role
What you would be doing
plan administration
investment strategy
asset allocation
funding analysis
trustee liaison
policy compliance
- Provides administrative direction to assure that Plans are managed effectively, prudently, and in full compliance with the Employee Retirement Income Security Act of 1974 (ERISA) and all other applicable laws and regulations.
- Provides oversight to the Company’s Pension Plans to ensure that sufficient assets are available to pay benefits, when they are due , at the appropriate balance between cost and risk to the corporation. In accomplishing the above, the incumbent must work with selected consultants and advisors to: 1) establish appropriate long-term investment objectives and, on a current basis, establish and supervise the implementation of an investment strategy to achieve those objectives consistent with the corporation's then circumstances; 2) make recommendations regarding the allocation of assets among various investment alternatives such as stocks, bonds, real estate, or cash equivalents; 3) develop and manage the communication of sound and consistent investment policy guidelines for selected investment managers to pursue in order to achieve overall Plan objectives; 4) manage the process for selecting, directing, and monitoring qualified investment managers necessary to achieve overall Plan objectives; and 5) manage all day to day administrative responsibilities for the administration of the pension plans.
- Complies with all policies and standards
- Work with the Company's advisors to provide direction to the Employee Benefit Plan Board (EBPB) or senior management so that it may make decisions which will ensure that the Company can meet its financial obligations to retirees and other third party beneficiaries consistent with maintaining a relatively stable funded status of the pension plans on the various regulatory and financial measures. This includes the following: 1) evaluate the impact of pension liabilities and costs on the financial condition of the company within the guidelines of sound actuarial funding principles; 2) assist in establishing goals for funding policy; 3) develop and monitor standards to measure funding progress in achieving such goals; and 4) recommend an appropriate course of action to the Company or the EBPB, as necessary.
- Work with consultants to diligence, monitor and make recommendations regarding the investment options for the Company sponsored Savings Plans. Provide oversight and serve as the primary contact with Trustee and Recordkeeper in the management of Company sponsored Savings Plans.
- Work with consultants to develop and provide investment management expertise and oversight for post-retirement welfare trusts, commonly known as VEBA's and the PPL Foundation investments.
What you bring
cpa
cfa
treasury
derivatives
quantitative
risk mitigation
- Strong financial acumen
- 12 years of finance and treasury experience including experience in derivatives, risk mitigation strategies, and investing.
- Team player who relates easily to all levels of management and has the stature and communication skills to be effective at all levels of the organization.
- CPA, CTP or CFA certification.
- Solid understanding of quantitative tools and techniques
- Excellent communication skills.
- 7+ years of finance and treasury experience
- Experience in managing relationships with investment bankers and investment managers
- Bachelor's Degree in business, finance, accounting, or related area
- Strong manager and leader who will have immediate credibility throughout the organization and with consultants, advisors, trustees, Board of Directors, and various other parties - both internal and external.
- Experience overseeing risk exposure across investments.
- Broad exposure to a variety of investment vehicles.
Information not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
Founded in 1920
Year of Incorporation
The company was established in 1920 as Pennsylvania Power & Light, marking the beginning of its journey in the energy sector.
$14 billion invested
Infrastructure Investment
Over recent years, the company has invested over $14 billion to modernize its grid and strengthen infrastructure.
$7–8 billion annual revenue
Financial Performance
The company generates approximately $7–8 billion in annual revenue, reflecting its position as a large-cap utility provider.
50 J.D. Power awards
Customer Satisfaction Recognition
Its grid modernization efforts have earned national recognition, including over 50 J.D. Power awards for customer satisfaction.
- Headquartered in Allentown, Pennsylvania, it operates across Pennsylvania, Kentucky, Virginia, and Rhode Island.
- Structured into three regulated segments—Kentucky, Pennsylvania, and Rhode Island—it delivers both electricity and natural gas.
- Over recent years, it has invested more than $14 billion (up to $20 billion by 2028) to modernize its grid and strengthen infrastructure.
- Typical projects include transmission upgrades, smart-grid technology deployment, and large-scale infrastructure resilience enhancements.
- Its grid modernization efforts have earned national recognition, including over 50 J.D. Power awards for customer satisfaction.
- Notably, after spinning off non-regulated generation in 2015 and selling UK operations in 2021, it refocused on U.S. utilities and acquired Rhode Island Energy in 2022.
- Safety and Health: We do not compromise on safety and health.
- Customer Focus: We deliver customer service that is second to none.
- Diversity, Equity and Inclusion: We value each other and appreciate our differences.
- Performance Excellence and Innovation: We get the job done right, and we are always improving.
- Integrity and Openness: We do the right thing.
- Corporate Citizenship: We are environmentally conscious and invested in the communities we serve.
Net-zero by 2050
Carbon Emissions Target
Aiming to achieve net-zero carbon emissions by 2050 through comprehensive sustainability strategies.
70% and 80% Reduction
CO2 and GHG Emissions Targets
Reduction targets for CO2 and other greenhouse gases, with 70% by 2035 and 80% by 2040 from 2010 levels.
$20B Investment
Infrastructure Modernization
Invested $20 billion over the last decade to modernize transmission and distribution infrastructure in Pennsylvania and Kentucky.
$2.4B Improvements
Infrastructure Completed 2023
Completed $2.4 billion in infrastructure improvements in 2023, on time and within budget.
- Engaged in over 150 active R&D projects.
- Generated $75 million in O&M savings in 2023 through technology and transformation initiatives.
- Expanded use of smart grids, automation, data analytics, and AI.
- Donated over $13.6 million to community improvement initiatives in 2023.
- Achieved top-quartile reliability across utilities and best-in-nation generation reliability in Kentucky.
- Discloses via CDP, EEI‑AGA and aligns with GRI, SASB and TCFD frameworks.
Top 1 utility
ESG & workforce diversity ranking
Recognized as the top utility company by DiversityInc for its commitment to ESG and workforce diversity.
100% DEI score
Disability Equality Index
Received a perfect score on the Disability Equality Index (DEI) in 2019 and annually since 2018, earning recognition as a Best Place to Work for disability inclusion.
100+ students supported
Day-in-the-Life program
Hosts an annual program providing real-world work experience for college students on the autism spectrum and other disabilities.
Annual conference held
Diverse business partnerships
Organizes an annual supplier diversity conference focused on expanding opportunities for diverse business partnerships.
- Company-wide DEI strategy focused on workforce development, inclusive culture, community support, customer engagement, and diverse supplier partnerships.
- 16 employee-led resource groups fostering professional development and cultural awareness.
- Active REACH employee resource group addressing the needs and well-being of employees with disabilities.
- Mentorship opportunities through Disability:IN’s NexGen Leaders program.
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