Penn State Job Catalog

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

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:

– Principal Professional

Base Description:

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

Level Summary:

– Displays mastery of defined skill areas/applications, principles, theories and practices. Evaluates and enhances existing practices. Recognizes emerging trends in area of expertise. Works independently on complex or strategic assignments. Directs and delegates appropriate tasks to others. Implements strategies to ensure achievement of initiatives. Prepares written and/or verbal presentations or proposals on complex issues and deliver to broad audiences. Identifies and implements innovative solutions to important, highly complex strategic and/or operational issues.

Supervisory Responsibilities:

– Indirect supervisor 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:

– Validates and pays invoices
– Monitors and tracks budgets and funding
– May plan and forecast budgets

Problem Solving:

– Encounters complex and novel problems
– Applies policies, practices, 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 complex or strategic assignments
– Uses existing practices as guidelines as well as working knowledge to determine specific work methods
– Carries out work activities independently, with supervisor available to resolve problems
– Reviews work of others to verify technical soundness

Communication and Collaboration:

– Communicates with both internal and external audiences
– Collaborates closely with team members and area leads across the University
– Prepares written and/or verbal presentations or proposals on complex issues and delivers to a broad variety of audiences
– Establishes and maintains networks to facilitate successful communication among units

• Comp Grade – 17
• Minimum – $141,700.00
• MidPoint – $180,700.00
• Maximum – $219,600.00