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:

– Senior Professional

Base Description:

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

Level Summary:

– Demonstrates advanced knowledge of principles, practices, and procedures of a particular field. Works independently on moderately complex work assignments under limited oversight, reviews progress, and evaluates results. Monitors work and projects ensuring timeliness, quality, and efficiency. Identifies and mobilizes resources to achieve outcomes. Trains others and reviews progress with management. Presents ideas, concepts, and instructions in a clear and persuasive manner. Develops new techniques, concepts, and approaches and applies them to moderately complex and 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:

– May validate and pay invoices
– Monitors and tracks budgets and funding

Problem Solving:

– Encounters moderately complex problems
– Applies specialized knowledge and skills to resolve problems
– Understands benefits, limitations, and impact of potential solutions

Independence of Action:

– Works independently on moderately complex work assignments, reviews progress, and evaluates results
– May set priorities and organize work within general guidelines established by supervisor
– May review the work of others to verify accuracy and conformance to required procedures and special instructions

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
– Coaches others in using appropriate strategies for resolving conflict; negotiating reasonable compromises; and proposing and evaluating possible solutions
– Give candid and constructive feedback to others to influence and persuade managers and employees to accept and implement findings and recommendations

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