USC Human Resources Administration

Job code: 113803Senior Investment Analyst

Grade: L |Overtime eligible: No |Date approved: March 27, 2013

Summary

Manages the securities related gifting program. Assists senior staff in the management of investment activities.

Accountability

Priority Time (%) Task (Performs other related duties as assigned or requested. The university reserves the right to add or change duties at any time.)


% Evaluates and analyzes the performance of investment managers and asset class composites for the Endowment and other university programs.


% Collects, calculates and analyzes statistical information on investments managers.


% Assists the Chief Investment Officer on asset allocation, rebalancing and liquidity analysis.


% Provides investment research to the senior staff in support of investment action taken by the Investment Office.


% Performs preliminary and advanced work for the selection of potential investment managers.


% Participates in reviewing, interviewing and hiring investment managers.


% Works with Risk Officer to analyze risk metrics for various investment strategies and collectively for the Endowment.


% Maintains performance databases. Recommends database enhancements to assist in reporting and analysis.


% Maintains market value and cash flow database associated with private investments.


% Communicate to senior staff key developments in private market partnership holdings.
Emergency response/recovery:    
In the event of an emergency, the employee holding this position is required to "report to duty" in accordance with the university's emergency operations plan and/or the employee's department's emergency response and/or recovery plans. Familiarity with those plans and regular training to implement those plans is required. During or immediately following an emergency, the employee will be notified to assist in the emergency response efforts, and mobilize other staff members if needed.

Qualifications

Minimum educationPreferred education
Bachelor's degree Master's degree
Minimum experiencePreferred experience
3 years  
Minimum field of expertisePreferred field of expertise
Finance, brokerage, investment management and/or accounting experience. Good understanding of the capital markets and investment concepts. Knowledge of financial and investment systems. Ability to work independently on projects in a fast paced environment. Demonstrated strong analytical and problem solving stills. Advanced proficiency in Microsoft Excel and proficiency in Microsoft Work, Outlook and Access. Demonstrated excellent written and verbal communication skills. Requires a self-motivated team player who is customer service oriented. CFA or CFA candidate. Master's Degree in business administration or related field.
Minimum experiencePreferred experience
  • Analysis
  • Assessment/evaluation
  • Communication—written and oral skills
  • Interpretation of policies/analyses/trends/etc.
  • Knowledge of applicable laws/policies/principles/etc.
  • Organization
  • Planning
  • Problem identification and resolution
  • Research
  • Statistical analysis
  • Calculator
  • Computer and peripheral equipment
  • Computer network (department or school)
  • Computer network (university)
  • Fax
  • Photocopier
Supervises level
May oversee student, temporary and/or resource workers.
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The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

The University of Southern California is an Equal Opportunity Employer