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:

– Intermediate Professional

Base Description:

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

Level Summary:

– Demonstrates ability to perform intermediate tasks in defined skill areas. Demonstrates intermediate knowledge of internal procedures. Works under general supervision, performing assignments that may be varied and sometimes difficult. Supports team decisions and follows through with team responsibilities. Interprets and communicates information clearly and accurately. Demonstrates intermediate problem–solving skills.

Supervisory Responsibilities:

– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers

Fiscal Responsibilities:

– May validate and pay invoices

Problem Solving:

– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– Applies knowledge of larger unit goals, priorities, and related procedures in determining course of action

Independence of Action:

– Work is generally monitored by supervisor
– Detailed instructions and procedures are generally provided
– Uses available guidelines to make appropriate adaptations to routine situations and refers other situations to supervisor

Communication and Collaboration:

– Communicates internally within working unit and/or the University
– May communicate with external audiences
– Collaborates closely with team members
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials intended for distribution

• Comp Grade – 12
• Minimum – $76,700.00
• MidPoint – $95,900.00
• Maximum – $115,100.00