Investment Analyst

Kamehameha Schools • San Francisco, CA

4d • $130,000 - $170,900 • Hybrid

About The Position

Aloha mai! Mahalo for your interest in Kamehameha Schools. If you are looking for an opportunity to utilize your skills and talents and grow in your profession, while serving and strengthening our Native Hawaiian community, we would love to have you join our ʻohana! The goal of the Kamehameha Schools' Endowment is to support current spending needs while growing capacity to educate future learners. As of June 30, 2025, the Endowment was valued at $15.8 billion comprised of a globally diversified financial assets portfolio of $11.2 billion and Hawaii commercial real estate of $4.6 billion. We invest globally, partnering with exceptional investment managers who possess superior investment judgment and pursue a well-defined investment process with durable competitive advantage. The Kamehameha Schools' Investment Management Group ("IMG") is searching for an aspiring investor with 1-3 current years of finance-related experience (2-4 years as of summer 2027 target start date) to join our team in either our Honolulu or San Francisco office. Our generalist model and collaborative approach offer exposure to various asset classes, portfolio construction decisions, and a global investment perspective. The ideal candidate will have related work experience in the investment field such as investment banking, investment management, equity research, consulting, or sales/trading and must have a passion for investing. This position is part of a three-year program designed to develop a well-rounded, generalist investor. Exceptional candidates may be promoted to Associate based on performance, initiative, demonstrated potential and team needs. The base salary for this full-time position at the commencement of employment is $130,000. Additionally, this role is eligible for inclusion in the Investment Management Group’s Incentive Compensation plan. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market. The anticipated start is summer of 2027. 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.

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.

Nice To Haves

• 1-3 current years of finance-related experience (2-4 years as of summer 2027 target start date)
• Related work experience in the investment field such as investment banking, investment management, equity research, consulting, or sales/trading
• An equivalent combination of education and experience may be considered in lieu of the requirements listed.

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.

Benefits

• Total Rewards Program embodies KS's dedication to the physical, mental, and financial well-being of our employee ʻohana.
• Comprehensive Benefits Summary for more information.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level