Analyst, Investments

POSITION SPECIFICS The Opportunity

Approval of remote and hybrid work is not guaranteed regardless of work location.

For additional information on remote work at Penn State, see Notice to Out of State Applicants.

This position is funded for 2 year(s); continuation past 2 year(s) will be based on university need, performance, and/or availability of funding.

If you are looking to belong to an organization that is focused on education, research, and impacting the world, you may be interested in this career opportunity. 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 Penn State Investment Council (appointed by the University's Board of Trustees), 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. If you have a desire to learn about institutional 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.

Interested candidates are encouraged to learn more about our team and how we support the university at our website. https://oim.psu.edu/

We embrace a flexible hybrid work model designed to balance collaboration and autonomy. For this role, the analyst is required to work onsite at our State College office three days per week, with the remaining two days offering the flexibility to work either onsite or from another location.

We are seeking candidates to join our two-year program starting in June of 2027. The Analyst, Investments position is a full-time, term role intended to provide a two-year rotational program within the Penn State Office of Investment Management providing an excellent opportunity to gain experience in institutional asset management and exposure to the global markets including both public and private investment strategies.

The position reports to the Managing Director, Investments, supporting and interacting with the entire team. This is an exciting opportunity if you thrive in an interesting and challenging work environment. As a member of OIM, you will be joining a team of individuals in a collaborative, team environment focused on continual learning while meaningfully impacting Penn State.

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.(This

role will not provide opportunities to analyze and manage portfolios of individual securities.)

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.

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…