POSITION SUMMARY

We are seeking candidates to join our two-year program starting in June of 2026. The position is open to graduating students. 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.

EXPECTED COMPETENCIES – EXPERIENCE, KNOWLEDGE, AND SKILLS

The Pennsylvania State University seeks a dynamic individual that will challenge and assist in the evolution of our investment beliefs. Intellectual curiosity and a passion for learning about investing are necessary. The successful candidate will be able to work independently as well as in a collaborative environment with an inclusive and respectful team .

REQUIREMENTS TO EXPRESS INTEREST

Please note that a resume and cover letter are required as part of this application. All application materials must be uploaded at the time of application, as you will not be able to update your application once you hit submit.
Consider joining Penn State where you would enjoy a generous benefits package from the first day on the job! Benefits also include CFA program support.
Example of equivalency - Associate’s degree plus 4 years of related experience, in lieu of the Bachelor’s only requirement.

MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS

Bachelor’s Degree No prior relevant work experience required; previous relevant work experience accepted in lieu of education. Required Certifications: None

Investment Analysis
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.
Investment Research
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.
Risk Management
Assist with defining investment risk exposures and evaluating investment risks at the aggregate portfolio level. Contribute to investment risk discussions within the investment office.
Communications
Create and maintain investment reports, databases, and presentations. Contribute to the internal dialogue with the entire investment team to enhance the investment process.
Due Diligence
Participate in investment strategy/manager due diligence as well as assisting with operational due diligence.
Governance
Adhere to the values of the University and act as a fiduciary. Contribute to the process to improve and update investment policy statements.