Manages the securities related gifting program. Assists senior staff in the management of investment activities.
|Priority||Time (%)||Task (Performs other related duties as assigned or requested. The university reserves the right to add or change duties at any time.)|
||%||Collects, calculates, and analyzes statistical information on investment pools.|
||%||Performs preliminary and analytical work for the selection of potential investment managers. Provides research to senior staff in support of investment action being evaluated by the Investment Office. May conduct research for new investments.|
||%||Manages the securities related gifting program. Analyzes data and provides reports to senior management. Assures that securities are properly registered into the university's name, recorded, and promptly sold to avoid financial loss to the university. Builds relationships with university development officers and brokers. Serves as a resource to provide requested or required gift information. Creates and maintains policies and procedure materials to aid in the gift giving process. Creates contents for and maintains web site information to streamline the gift giving process.|
||%||Calculates, evaluates, and analyzes the performance of Endowment Pool investment managers, Endowment Pool composites, and other university endowment or trusts. Maintains performance databases. Recommends database enhancements to assist in reporting and analysis.|
||%||Works with the university's custodian to assure that custodian statements reconcile to investment manager records. Identifies, researches and resolves problems in a proactive manner and adjusts accordingly. Collects information contained in custodian statements, manager statements, and other sources and records into various spreadsheets. Reviews spreadsheets prior to distribution to Investment Office and Restricted Fund Accounting personnel for accuracy. Ensures supporting documentation exists for audit purposes.|
||%||Maintains files for alternative investments (quarterly and annual reports, K-1's, 1099's, legal documents, correspondence). Maintains market value database, and records distributions associated with alternative investments. Analyzes market value and distribution data for trends and reports to senior staff. Oversees the wiring of funds as related to investments|
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.
|Minimum education||Preferred education|
|Bachelor's degree||Master's degree|
|Minimum experience||Preferred experience|
|Minimum field of expertise||Preferred 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. 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.|
|May oversee student, temporary and/or resource workers.|
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