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Title

Investment Analyst 

Description

Founded in 1887, the Kamehameha Schools is a statewide, private educational system, established to provide opportunities to improve the capability and well-being of people of Native Hawaiian ancestry.  This mission-driven work is made possible by a $12 billion trust, endowed by school founder Princess Bernice Pauahi Bishop. As part of the endowment group, the Financial Assets Division is charged with supporting the growth and operations of the Kamehameha Schools through successful management of a globally diversified portfolio, comprised of both traditional and alternative asset classes. We are currently seeking an Investment Analyst to provide analytical support in collaboration with the entire investment team. Analysts will hone their investing skills by working alongside senior team members across all asset classes, with regular opportunities to interact with a roster of the world’s leading investment fund managers. Analysts will enjoy compensation practices that are competitive with national leading Endowments and Foundations (a starting salary of $100k plus bonus opportunity, as well as an attractive benefits package) and career growth opportunities for successful Analysts.

Job Summary

Provide analytical support on a diversified global portfolio of marketable and private equities, fixed income, real assets, and absolute return strategies.  Work in collaboration with the entire investment team to conduct research, perform complex and non-routine quantitative and qualitative analyses, build financial models and capture information from external managers and  markets.  Contribute to internal dialogue on investment decision-making.  Generate reports on portfolio and investment manager performance.

Essential Responsibilities

  • Conduct and deliver timely and accurate quantitative and qualitative analysis.
  • Deliver periodic and ad-hoc reports to investment leadership.
  • Manage individual work across multiple asset classes and projects simultaneously while meeting deadlines.
  • Participate in external manager and reference meetings and calls to capture accurate and insightful notes.
  • Contribute questions and insight in external manager and internal investment team meetings.
  • Form high quality external industry relationships.
  • Assist in training of new members to the analyst team.

Position Requirements

Minimum Qualifications - An equivalent combination of education and experience may be considered in lieu of the requirements listed.

  • Bachelor's Degree in Finance, Mathematics, Economics, or related field.
  • Minimum 2 years of experience in a financial services, consulting, or related professional setting.
  • Strong quantitative and modeling skills.
  • Attention to detail.
  • Good interpersonal and communication skills.
  • Proven ability to work independently, in a team and across multiple projects simultaneously.
  • Demonstrated interest in investing.

Physical and Mental Requirements

  • Frequently sits, perform desk-based computer tasks and grasp light or fine manipulation, talk or hear.
  • Occasionally stand and/or walk, write by hand, and lift and/or carry, push and/or pull objects that weigh up to 10 pounds.
  • Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.

Working Conditions (including environmental conditions)   

  • This position involves heavy traveling to various locations, including international travel to conduct business.
  • Work is conducted in an office environment and may require work to be conducted in non-standard workplaces.
  • Work is typically conducted Monday through Friday at normal business hours but may be conducted in evenings and weekends, as necessary.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job.  This is not intended to be an exhaustive list of all the responsibilities, duties and skills required.  The incumbent may be expected to perform other duties as assigned.

For Internal Use Only: #LI-CA

 
Salary Schedule and Grade INV - 9  
Close Date 7/28/2020  
About the Organization Kamehameha Schools offers a dynamic, innovative, and collaborative work environment for growth-minded individuals who embrace culture and diversity. We are deeply committed to shaping a thriving and vibrant future for Native Hawaiians and finding the right people for the right roles, who bring talent and passion to our mission. Our workforce is comprised of full- and part-time, on-call, and seasonal employees who work in various positions at locations across Hawai'i pae 'aina (group of islands), including three K-12 campuses, 29 preschools, and other regional and support offices.


We are an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.  

Work Type FT 

Work Year 12.00 

Educational Requirements

Bachelor's Degree (Required)

 

Licenses None Specified 

Special Notes None Specified 

EOE Statement We are an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Location Kawaiahao Plaza  

This position is currently not accepting applications.

To search for an open position, please go to http://ks.isg2.com


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