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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in capital budgeting, investment planning, and asset management, with a strong focus on data-driven decision making and stakeholder engagement. Proficient in developing analytical tools and presenting insights to influence strategic business decisions.
Highest-signal resume keywords
Capital BudgetingInvestment PlanningCopperleaf OptimizationFinancial AnalysisStakeholder Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Asset ManagementCapital PlanningPortfolio ManagementRisk AssessmentContinuous Improvement Methodologies
Soft Skills
Analytical SkillsProblem-Solving SkillsCommunication SkillsPresentation SkillsCross-Functional Leadership
Tools & Technologies
CopperleafOraclePower BI
Industry Keywords
Investment ManagementFinancial ObjectivesPerformance MetricsData-Driven Decision MakingOrganizational Alignment
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Lead the development, coordination, and management of Liquids Pipelines' annual capital budget, Long Range Plan, and investment planning processes
- Facilitate Asset Investment Decision Making activities
- Support capital portfolio optimization across risk, compliance, performance, and financial objectives
- Partner with Asset Class Managers and stakeholders to understand investment requirements and prioritize program and non-program capital initiatives
- Develop and maintain investment planning tools, templates, dashboards, and reporting solutions, including Copperleaf optimization platforms
- Analyze capital project and portfolio data to identify trends, improve execution predictability, and recommend continuous improvement opportunities
- Coordinate with Risk Management, Finance, and Enterprise Asset Management teams to ensure accurate reporting, effective planning, and organizational alignment
- Prepare and present capital investment insights, performance metrics, and recommendations to leadership and stakeholder groups
- Travel occasionally, approximately 5%, for meetings and stakeholder engagement activities
Requirements
What you’ll need- University degree or equivalent combination of education and related experience
- Seven (7) or more years of experience in asset management, capital planning, investment management, finance, or a related field
- Ability to lead cross-functional initiatives, facilitate stakeholder engagement, and drive business performance through data-driven decision making
- Strong analytical, financial, and problem-solving skills
- Experience developing recommendations that influence strategic business decisions
- Excellent communication and presentation skills
- Ability to convey complex technical and business information to diverse audiences
- Experience with capital budgeting, portfolio management, risk assessment, and continuous improvement methodologies
- Knowledge of Copperleaf, Oracle, Power BI, and asset management principles is considered a strong asset
- Must be legally authorized to work in the country where the position is located without requiring employment-based sponsorship now or in the future
- Final candidates may be required to undergo security screening, including a criminal records check
Benefits
Comp & perks- A flexible benefits program with coverage options for health, dental, insurance and disability
- Up to 20 weeks of paid maternity and parental leave for birth-giving parents
- Up to 12 weeks of paid parental leave for other eligible parents
- Retirement savings plans, including a savings plan with company stock as an investment option
- Paid time off, vacation, sick leave, paid personal days off, and paid holidays
- Employee and Family Assistance Program
- Wellness Program supporting physical, mental, social, and financial well-being
- FlexWork hybrid options, including working from home on Wednesdays and Fridays, a compressed work week schedule, or flexible start and end times, subject to role eligibility
