Portfolio Analyst

University of California San Francisco

$80K — $95K *
Education, Government & Non-Profit
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent experience/training
  • Minimum of 3 years in research administration
  • Thorough understanding of Federal and non-Federal sponsor guidelines
  • Ability to manage a high volume of research transactions
  • Proficient in complex financial analysis and customized reporting
  • Strong skills in spreadsheet and database software for financial management
  • Excellent organization, communication, and customer service skills

Responsibilities

  • Independently oversee research awards and contract management
  • Maintain compliance with institutional sponsor policies
  • Complete and approve transactions for signatures as needed
  • Guide less experienced staff in research administration tasks
  • Provide post-award management services to research Principal Investigators
  • Oversee award setup, invoicing, and financial reporting
  • Ensure compliance and closeout for various research funding sources

Benefits

  • Opportunity to work with high-value, complex contracts
  • Engagement with diverse university stakeholders
  • Supportive environment for professional development
  • Access to a dynamic research enterprise
  • Involvement in significant research initiatives
Full Job Description
Under the general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator to independently oversee research awards, and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional research sponsor policies. Works on awards of diverse scope where analysis of data requires thorough understanding of complex regulations. Completes and approves transactions for signature by manager or other authorized institutional official. Works on complex awards that may involve multiple investigators and / or multiple sub awards. Guides less experienced staff. Typically works on complex grants / contracts which require task budgets, option years, multiple investigators and multiple sub awards. The PI Portfolio Analyst provides customer-oriented, value-added post-award management services to Anesthesia research PIs with high-value and complex contracts and grants. This role partners closely with university stakeholders (e.g., CGA, OSR, Supply Chain) and is responsible for oversight of award setup, invoicing, financial reporting, compliance, closeout, and all other aspects of fiscal management for Federal, State, and private sponsor awards supporting the department's research enterprise. Qualifications Required Qualifications: - Bachelor's degree in related area and / or equivalent experience / training - Minimum 3 years of related experience. - Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment. - Ability to manage significant volume of transactions. - Ability to perform complex financial analysis and customized reporting. - Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. - Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas. - Maintains current knowledge of compliance regulations in all areas of research administration. - Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles. - Demonstrated knowledge of effective grant funding processes, procedures and techniques. - Strong writing skills in a variety of styles to draft persuasive text for a variety of audiences while ensuring adherence to funding sponsor's guidelines. Preferred Qualifications: - Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.

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