Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.

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:

– Advanced Professional

Base Description:

– Completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.

Supervisory Responsibilities:

– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee

Fiscal Responsibilities:

– May validate and pay invoices
– May monitor/track budgets and funding

Problem Solving:

– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems

Independence of Action:

– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor

Communication and Collaboration:

– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution

• Comp Grade – 15
• Minimum – $109,300.00
• MidPoint – $136,600.00
• Maximum – $164,000.00

• Financial analysis
• Financial Management
• Knowledge sharing
• Organizational training
• Predictive modeling
• Project Management
• Risk analysis
• Stakeholder engagement
• Trend analysis