Summer Investment Analyst

JOB PURPOSE: The W.K. Kellogg Foundation Investments team manages the assets of the W.K. Kellogg Foundation Trust by allocating capital to top-tier investment managers and direct investments to fund the foundation’s mission of creating the conditions where every child, family and community thrives. The summer investment analyst will have the opportunity to gain investment experience while meaningfully contributing to projects in support of decisions that impact our portfolio.

What you will gain

• Asset class knowledge and portfolio construction: Gain a high-level understanding of multiple asset classes and the fundamentals of portfolio construction. Learn about alternative asset classes and products such as hedge funds, private equity, venture capital and derivatives amongst more traditional assets like public equities and bonds.
• Investment acumen: By reading commentary from research providers, attending meetings with investment managers and participating in internal discussions, the summer investment analyst will understand the frameworks and develop the skills to form and express their own investment opinions.
• Due diligence process fundamentals: Gain hands-on experience and comprehensive understanding of assessing new investment opportunities while working alongside senior team members.
• Professional network: Develop relationships with investment professionals and engage with the most well-regarded and prominent global fund managers.
• Racial equity learning opportunities: Access learning opportunities through the W.K. Kellogg Foundation’s industry-leading work in racial equity.
• Competitive pay and mentorship opportunities.

How you will contribute

• Investment analysis and execution: Support investment, risk, and operational due diligence efforts to evaluate investment managers.
• Thematic research: Research and share cross-asset class themes and their broader investment implications (e.g., the rise of artificial intelligence, blockchain technology, climate change, etc.).
• Agile mindset: Exhibit WKKF’s core values of listening well, openness, collaboration, diversity and inclusion, intercultural awareness, and being results-oriented.

What we look for

• Freshman or Sophomore enrolled in an undergraduate program.
• Intellectual curiosity and genuine interest in finance, capital markets and/or investments.
• Experience with or excitement for working effectively on a team with individuals from diverse cultural, social, and ethnic backgrounds and the ability to drive strong relationships.
• Strong analytical, critical thinking and problem-solving skills.
• High ethical standards and commitment to the fiduciary responsibilities of WKKF.