Investment Analyst, 2-Year Rotational Program (Hybrid)

Penn State University; State College (Centre County); Hybrid; USD 91,000 - 137,000; Full time

Benefits offered by this job

CFA/CAIA program support

75% tuition discount

Job summary

Penn State University, Office of Investment Management, is offering a two-year Analyst, Investments program designed to train graduates in institutional asset management and global markets. You will rotate across investment processes, interact with senior staff, and gain exposure to both public and private strategies.

The role emphasizes learning, collaboration, and fiduciary responsibilities, with on-site requirements and mentoring from a seasoned team.

Qualifications

• Bachelor's degree required or equivalent experience.
• Interest in CFA/CAIA programs encouraged.
• Strong analytical and quantitative skills.

Responsibilities

• Perform asset class reviews and portfolio analysis.
• Conduct market research across global markets and private strategies.
• Assist with investment risk assessments at portfolio level.
• Prepare investment reports, databases, and presentations.
• Participate in due diligence and governance processes.

Skills

Investment strategies

Asset allocation

Endowment management

Macroeconomic theories

Analytical skills

Excel

Copilot

PowerPoint

Data visualization

CFA/CAIA interest

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

Copilot

PowerPoint

Job description

Penn State University, Office of Investment Management, is offering a two-year Analyst, Investments program designed to train graduates in institutional asset management and global markets. You will rotate across investment processes, interact with senior staff, and gain exposure to both public and private strategies.

The role emphasizes learning, collaboration, and fiduciary responsibilities, with on-site requirements and mentoring from a seasoned team.