Penn State Job Catalog

The defined natural career progression within or between job profiles.

Investment Operations Management

The Investment Operations Manager is responsible for the evaluation of University investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. May help to evaluate stock investment and major projects for high-level analysis.

• Collects and analyzes financial information for assigned securities or sectors to assist in the development of investment strategies for one or more portfolios
• Collects and interprets price, yield, stability, or other financial metrics
• Tracks and reports on current or expected financial performance and makes recommendations meant to improve portfolio returns
• Performs financial modeling for risk analysis and mitigation for loan structuring, guarantees, equity, and other investments
• Assist in implementing strategies for long-range financial stability and improved efficiencies within University units
• Fosters on-going relationships with various service providers including custodians, consultants etc.
• Collects, maintains data within the Peer Benchmark database; responsible for ensuring accuracy of information
• Prepares financial reports and presentations for senior leadership as needed
• Stays abreast of all economic indicators that affect investments, such as interest rates, CPI, GDP, and employment trends

Level:

– Senior Supervisor

Base Description:

– Supervises direct reports, but primarily completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates comprehensive knowledge to perform own work; spends majority of time on tasks related to own job responsibilities. May demonstrate subject matter expertise. Demonstrates intermediate to advanced planning, organizing, directing, and facilitating skills. Demonstrates the ability to coach assigned employees. Assigns and reviews completed work to verify accuracy, quality, and adherence to professional standards. Trains, coaches, mentors, and motivates staff. Anticipates potential problems, issues, and opportunities; researches and recommends solutions within defined policies. May develop creative recommendations for solving problems.

Supervisory Responsibilities:

– Typically oversees at least 2 full–time direct reports or equivalent team of part–time and/or student workers (for Professional track, performs work at the Senior Professional level or higher)

Fiscal Responsibilities:

– May validate and pay invoices
– Monitors and tracks budgets for specific area and/or grant(s)
– May assist in planning and forecasting budgets

Problem Solving:

– Encounters moderately complex problems
– Applies general precedents and practices and specialized knowledge and skills to resolve problems
– Understands benefits, limitations and impact of potential solutions
– Anticipates potential problems and recommends possible solutions within general guidelines

Independence of Action:

– Works independently on moderately complex work assignments, reviews progress, and evaluates results
– Organizes work of direct reports and sets team priorities
– Reviews the work of others to verify accuracy, quality, and adherence to professional standards

Communication and Collaboration:

– Communicates internally within working unit and the University
– Communicates with external audiences for scheduling/coordination
– May communicate with external audiences for business purposes
– Collaborates closely with team members; may interact with other staff outside of area
– Utilizes a communication style that is appropriate for a given situation
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution

• Comp Grade – 16
• Minimum – $123,200.00
• MidPoint – $157,100.00
• Maximum – $191,000.00