Intern, Investments

Liliʻuokalani Trust • Honolulu, HI

7d • Onsite

About The Position

The Investments Intern will support the Investments Team in various aspects of investment analysis and research, portfolio management, and operations. This role offers an excellent opportunity to gain hands-on experience in the institutional investment industry and develop skills of financial analysis, market research, and investment strategy while carrying out the Queen’s mission in serving the kamaliʻi. Learning Objectives Develop a foundational understanding of institutional investing and endowment management Strengthen analytical and financial modeling capabilities Enhance written and verbal communication skills Complete a research project, presented to senior leadership at the end of the internship

Requirements

• High school diploma and pursuing a college degree in related fields
• Pursuing a degree in Finance, Economics, Business, or a related discipline
• Strong analytical and problem‑solving abilities with high attention to detail
• Familiarity with Microsoft Excel and financial analysis tools (preferred, not required)
• Excellent written and verbal communication skills
• Proven ability to work independently and collaboratively in team settings
• Demonstrated interest in the investment industry with a desire to learn and advance
• High level of integrity and commitment to serving the lāhui
• Confidentiality of LT’s investment holdings is required given the nature of the work and relationships.
• Understanding and appreciation of Queen Liliʻuokalani’s story, her legacy, and the Hawaiian culture is foundational to staff’s commitment to working with our Hawaiian children, families, and communities.
• Demonstrates respect for and appreciation of Hawaiian values, history, and culture, and understands their implications in one’s work, relationship‑building, and connection to the community served.
• Committed to creating and reinforcing an environment of continuous learning and improvement.
• Communicates with those we serve and with colleagues in a manner that results in mutual understanding, harmony, and action.
• Actively and skillfully understands, conceptualizes, applies, analyzes, synthesizes, and/or evaluates information and develops fact‑based analyses and recommendations.
• Identifies and integrates creative ideas into new or existing services and promotes effective problem‑solving.
• Manages relationships to create optimal opportunities and move the organization forward.
• Works cooperatively and collaboratively with others throughout the organization in alignment with organizational objectives.
• Encourages personal growth by exhibiting trust and belief in the capacity of others.
• Ability to lift 25lbs pounds.
• Requires frequent sitting, bending, standing…

Nice To Haves

• Financial, investment, economic, and/or analytical work experience is preferred but not required
• Relevant coursework in investment principles and strategies (preferred)

Responsibilities

• Assist in the analysis of investment opportunities, including financial modeling and valuation
• Conduct market research and gather data on industry trends and economic indicators
• Support the preparation of investment reports and presentations for internal and external shareholders
• Monitor and analyze portfolio performance, providing insights and recommendations for optimization
• Collaborate with team members on special projects and initiatives related to investment strategy, operations and portfolio management
• Participate in meetings and discussions with external investment professionals to gain insights and knowledge
• Adheres to internship program guidelines and supports department needs as assigned.
• Completes a variety of tasks that provide broad exposure to departmental workflows.
• Actively builds new skills, strengthens existing abilities, and applies learning to real‑world projects and responsibilities.

What This Job Offers

• Career Level: Intern
• Education Level: High school or GED