Lead Investment Planner, Investment Planning jobs in United States
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National Grid · 1 day ago

Lead Investment Planner, Investment Planning

National Grid is responsible for the long-term capital investment plans for the New England Electric Business. The Lead Investment Planner will support the development of a strategic business plan and capital budget, enhance reporting methodologies, and optimize capital portfolio performance.

DeliveryEnergyOil and Gas
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H1B Sponsor Likelynote

Responsibilities

Support development of a comprehensive 10-year strategic business plan and a 5-year capital budget for the electric distribution sector
Provide support for essential regulatory submissions
Recommend and implement best-in-class reporting methodologies to enhance effectiveness
Create documentation supporting strategic insights provided to senior leadership and key stakeholders regarding capital portfolio performance
Lead design and execute innovative collaboration strategies with stakeholders to foster engagement and alignment
Promote continuous improvement in capital planning processes to boost efficiency and achieve excellence in performance
Support optimization of the capital portfolio through the use of a digital capital planning tool (Copperleaf), ensuring the selection of value-maximizing projects based on standardized prioritization criteria

Qualification

Financial budgetingFinancial analysisUtility experienceMicrosoft OfficeAdvanced reporting toolsContinuous improvementCollaboration strategies

Required

Bachelor's degree in Business or Finance required
7+ years of financial budgeting and analysis experience required
Utility experience required
Proficiency with Microsoft Office including Excel, Word, and PowerPoint required
Valid driver's license required

Preferred

Master's degree preferred
Experience with advanced reporting tools such as PowerPlan and SAP
Copperleaf experience preferred

Company

National Grid

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National Grid facilitates electricity and gas transmission system and focuses on delivering clean energy.

H1B Sponsorship

National Grid has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (37)
2023 (34)
2022 (38)
2021 (30)
2020 (33)

Funding

Current Stage
Public Company
Total Funding
$1.01B
Key Investors
NYSERDASEKStrategic Innovation Fund
2025-08-21Grant· $2M
2025-07-08Post Ipo Debt· $937.85M
2024-09-11Grant· $19.95M

Leadership Team

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Zoë Yujnovich
Chief Executive Officer
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Anntonette Zembrzuski Alberti
Manager, Product Growth and NY Customer Energy Management Growth
Company data provided by crunchbase