Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.
Missing levels within the leveling matrix can be added based on business need.

The Investment Manager is responsible for developing strategies for managing a significant portfolio of investments, including meeting with fund managers, preparing and reporting on the analysis of investments and investment strategies, working with the University's investment advisors; assists in the analysis of a variety of treasury activities including internal investment activity, external investments, banking relationships, cash management, and external relations; assists in the development of funding and investment strategies for University and unit assets.

• Manage sourcing activities for investment funds (both endowed and non-endowed) including professional networking, strategy evaluation, manager interviews and due diligence
• Develop/implement risk-based asset allocation model and performance analytics to prepare recommendations for senior management, University investment advisors, and Board of Trustees
• Manage multi-billion dollar investment funds; establish performance goals, allocate resources, and assess policies in order to make recommendations to senior management, University investment advisors, and Board of Trustees
• Prepare and analyze investment reports for senior management and Board committee use
• Monitor/evaluate portfolios by communicating with external managers, developing manager reports, as well as assessing manager roles and their adherence to the fund investment strategy(is)
• Investigate potential portfolio additions/reallocations that optimize the management of risk and long-term return of identified investment goals
• May hire, supervise, train, and evaluate assigned staff. Supervise and coordinate activities of consultant/staff in sourcing, due diligence, monitoring and reporting

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

• Financial analysis
• Goal setting
• Negotiation
• Networking
• Portfolio management
• Predictive modeling
• Report writing
• Resource allocation
• Risk analysis
• Strategic thinking
• Trend analysis