Dept Number/Name: 0-0603-000 / University Advancement

College Division: Univ Advnc-Univ Advancement

Salary Plan: Administrative

Job Code/Title: 8361 / Investment Analyst I

Hiring Salary/Salary Range: Commensurate with experience

Position Number: 00058828

POSITION SUMMARY:

The Investment Analyst I is a position for a highly motivated, reliable, customer service-oriented individual. In this role the analyst will actively participate in managing the Foundation's assets of over $800 million. The analyst must be dependable and organized with business maturity, discretion, enthusiasm and a positive attitude. Good computer skills including proficiency in MS Outlook, Word, PowerPoint and Excel will also be essential. The analyst will assist with investment modeling, with understanding of some of the methods used for investment analysis. Some travel may be required.

RESPONSIBILITIES:

Lead quarterly investment reporting duties, which may include modifying and improving reports and other analysis tools as well as interpreting the data and highlight any issues or discrepancies to senior investment staff.

Work with senior staff on various portfolio management functions such as manager analysis, asset allocation, cash management, and any ad hoc research items.

Take on responsibilities for investment operations, including manager transitions, managing accounts and cash flows with the custody bank, manager fee payments, and other essential operational functions.

Work with tax and accounting team as the Foundation undergoes its annual third-party audit. Also assist with investment accounting functions such as verification of investment valuations.

Provide any assistance or guidance on university-wide initiatives that relate to the Foundation. This includes serving as an advisor and/or mentor to the student managed investment funds that are operated in the Muma College of Business.

Performs other duties as assigned.

POSITION QUALIFICATIONS:

MINIMUM:

Bachelor' degree and 0-2 years of related experience.

Senate Bill 1310- The Florida Senate (https://www.flsenate.gov/Session/Bill/2023/1310) is
conditional upon meeting all employment eligibility requirements in the U.S.
SB 1310: Substitution of Work Experience for Postsecondary Education Requirements
A public employer may include a postsecondary degree as a baseline requirement only as an
alternative to the number of years of direct experience required, not to exceed:
Created By: Ken Stidham August 07, 2024 Version: 1
(a) Two years of direct experience for an associate degree;
(b) Four years of direct experience for a bachelor's degree;
(c) Six years of direct experience for a master's degree;
(d) Seven years of direct experience for a professional degree; or
(e) Nine years of direct experience for a doctoral degree
Related work experience may not substitute for any required licensure, certification, or registration
required for the position of employment as established by the public employer and indicated in the
advertised description of the position of employment.
Minimum Qualifications that require a high school diploma are exempt from SB 1310.

PREFERRED:

Relevant course work at undergraduate level is ideal. This includes advanced classes in finance that are specific to investment management. Prior experience at a university or non-profit would be considered a plus.

USF Tampa

Information for Applicants

This position is subject to a Level 1 criminal background check.

Job Opening Number: 38824

Posting Date: 11/14/2024

Posting End Date: 11/21/2024

How To Apply

Click on the Apply Now button. When applying to an opening you will have the opportunity to upload a cover letter and resume.

Apply online by completing the required information and attaching your cover letter and resume. Please include your experience as it relates to the qualifications stated above. YOUR COVER LETTER AND RESUME, PLUS ANY OTHER REQUESTED MATERIAL, MUST BE IN ONE ATTACHMENT. Only online applications are accepted for this position.

Click here for additional tutorial information.

To request an accommodation with the application or interview process, please contact Central Human Resources by telephone: 813-974-2970 or email HR-ADA-Request@usf.edu .

Equal Employment Opportunity

USF is an equal opportunity, equal access academic institution that embraces diversity in the workplace.

The University of South Florida does not discriminate on the basis of sex and prohibits sexual harassment. Any person may report sex discrimination, including sexual harassment (whether or not the person reporting is the person alleged to be the victim of conduct that could constitute sex discrimination or sexual harassment), in person, by mail, by telephone, or by electronic mail, using the contact information listed for the Title IX Coordinator. Reports may be made at any time either online or directly to the University's Title IX Coordinator.

USF's Equal Opportunity Affirmative Action Statement .

Federal Rights

Applicants have rights under Federal Employment Laws: Family and Medical Leave Act (FMLA) , Equal Employment Opportunity (EEO) and Employee Polygraph Protection Act (EPPA) .

Work Location

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About USF

The University of South Florida is a high-impact global research university dedicated to student success. Over the past 10 years, no other public university in the country has risen faster in U.S. News and World Report's national university rankings than USF. Serving more than 50,000 students on campuses in Tampa, St. Petersburg and Sarasota-Manatee, USF is designated as a Preeminent State Research University by the Florida Board of Governors, placing it in the most elite category among the state's 12 public universities. USF is a member of the American Athletic Conference.

Working at USF

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