About the Role
The Kamehameha Schools' Endowment is seeking an aspiring investor to join their Investment Management Group (IMG) in either Honolulu or San Francisco. This three-year program offers exposure to various asset classes and portfolio construction decisions, aiming to develop a well-rounded, generalist investor. Exceptional candidates may be promoted to Associate.
Responsibilities
- Provide analytical support on a diversified global portfolio of marketable and private equities, fixed income, real assets, and absolute return strategies.
- Conduct research, perform complex quantitative and qualitative analyses, and build financial models.
- Capture information from external managers and markets.
- Contribute to internal dialogue on investment decision-making.
- Generate reports on portfolio and investment manager performance.
- 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.
Requirements
- 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.
- Frequently sits, performs desk-based computer tasks and grasps light or fine manipulation, talks or hears.
- Occasionally stands and/or walks, writes by hand, and lifts and/or carries, pushes and/or pulls objects that weigh up to 10 pounds.
- Rarely twists, bends, stoops, squats, kneels, crawls, climbs, reaches or works above shoulder, or grasps forcefully.
- Involves heavy traveling to various locations, including international travel.
- Work is conducted in an office environment and may require work 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.
Skills
- Finance
- Mathematics
- Economics
- Quantitative analysis
- Financial modeling
- Interpersonal skills
- Communication skills
Location
- Honolulu, Hawaii
- San Francisco
Work Type
- Full-time
- Onsite
Experience Level
- 1-3 years of finance-related experience
- 2-4 years as of summer 2027 target start date
Education Level
- Bachelor's Degree
Salary/Compensations
- $130,000 base salary at commencement of employment
- Pay Range 120,100.00 - 170,900.00
Benefits
- Eligible for inclusion in the Investment Management Group’s Incentive Compensation plan.
- Total Rewards Program (physical, mental, and financial well-being)
About the Company
- Kamehameha Schools' Endowment supports current spending needs while growing capacity to educate future learners.
- The Endowment was valued at $15.8 billion as of June 30, 2025.
- Invests globally, partnering with exceptional investment managers.
- Kamehameha Schools offers a dynamic, innovative and collaborative work environment.
- Deeply committed to shaping a thriving and vibrant future for Native Hawaiians.
- Workforce comprises full- and part-time, on-call, and seasonal employees.
- Locations across Hawaiʻi pae ʻāina, including three K-12 campuses, 29 preschools, and other regional and support offices.
Equal Opportunity
- Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@ksbe.edu or 808-534-8040 if you require a reasonable accommodation to apply for a job or to perform your job.
- KS does not accept unauthorized solicitations of candidate referrals from third-party vendors (i.e. Staffing Agencies, Executive Recruitment Firms). Any third-party vendor who has interest in supporting KS's recruiting efforts must be authorized by Human Resources prior to the vendor’s candidate applying with KS.
