Analyst, Investments

The Pennsylvania State University • University Park, FL

5d • Hybrid

About The Position

Penn State’s multi-billion dollar Long Term Investment Pool (LTIP) is a diversified program invested across a variety of asset classes and strategies. The Office of Investment Management (OIM), together with the Penn State Investment Council, are charged with managing the LTIP for current and future program spending while preserving the long-term purchasing power of the overall portfolio. Wisely investing funds for Penn State will support future generations through education, while also contributing to the growth and development of Penn State. OIM has an ongoing two year investment analyst program intended to prepare graduates for a successful career in investing. This entry level position will provide a solid foundation for your future while continuing to benefit from and contribute to the Penn State community. The Analyst will be an important part of the institutional investment process and gain broad exposure to capital markets, asset allocation, investment strategies, portfolio construction, and investment manager selection. Investment Analysts work directly with senior staff, meet and interact with some of the world’s leading investment managers, and help identify investment opportunities. Analysts enjoy early responsibility and have a seat at the table from day one. A successful individual in this position will obtain the skills and experience providing a solid foundation for a career in investment management, and receive appropriate training and mentoring needed for this role and development into a successful investment professional.

Requirements

• A desire to learn about investment strategies, including the principles of asset allocation, endowment management, and macroeconomic theories
• Strong analytical skills and an ability to incorporate quantitative and qualitative factors
• Proficiency in Microsoft Office, with emphasis on Excel, Copilot, PowerPoint
• Aptitude in learning third-party software for investment analysis
• Familiarity with gathering, analyzing and visualizing data or desire to develop skills
• Resourcefulness in managing multiple tasks; advancing projects from ideas to outcomes on a timely basis
• Comfort with basic statistics
• An interest in the Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) programs
• The temperament to deal with ambiguity
• A balance of confidence and humility
• The ability to constructively challenge and respectfully debate topics, quickly synthesize information, and articulate ideas with a diverse audience
• Elevated level of professionalism with excellent organizational, communication, and critical thinking skills
• Bachelor's Degree
• No prior relevant work experience required; previous relevant work experience accepted in lieu of education.
• Applicants must be authorized to work in the U.S.

Nice To Haves

• A desire to learn about investment strategies, including the principles of asset allocation, endowment management, and macroeconomic theories
• Strong analytical skills and an ability to incorporate quantitative and qualitative factors
• Proficiency in Microsoft Office, with emphasis on Excel, Copilot, PowerPoint
• Aptitude in learning third-party software for investment analysis
• Familiarity with gathering, analyzing and visualizing data or desire to develop skills
• Resourcefulness in managing multiple tasks; advancing projects from ideas to outcomes on a timely basis
• Comfort with basic statistics
• An interest in the Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) programs
• The temperament to deal with ambiguity
• A balance of confidence and humility
• The ability to constructively challenge and respectfully debate topics, quickly synthesize information, and articulate ideas with a diverse audience
• Elevated level of professionalism with excellent organizational, communication, and critical thinking skills

Responsibilities

• Perform asset class reviews, portfolio analysis, and monitoring of existing investments.
• Integrate views on investment risks, valuations, and future expected returns into the investment process by assisting with recommending specific investment strategies, asset allocation, and rebalancing decisions to improve portfolio construction.
• Perform market surveillance and investment research across global public markets as well as a wide range of private investment strategies, geographies, and sectors.
• Impact the investment decision making process by contributing insights resulting from evaluation of economic research, investment market environments, psychology of investors, and trends.
• Assist with special projects assigned by senior staff.
• Assist with defining investment risk exposures and evaluating investment risks at the aggregate portfolio level.
• Contribute to investment risk discussions within the investment office.
• Create and maintain investment reports, databases, and presentations.
• Contribute to the internal dialogue with the entire investment team to enhance the investment process.
• Participate in investment strategy/manager due diligence as well as assisting with operational due diligence.
• Adhere to the values of the University and act as a fiduciary.
• Contribute to the process to improve and update investment policy statements.

Benefits

• Comprehensive medical, dental, and vision coverage
• Robust retirement plans
• Substantial paid time off which includes holidays, vacation and sick time
• Generous 75% tuition discount, available to employees as well as eligible spouses and children
• CFA or CAIA program support

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level