Summer Investment Analyst

Employer Name W.K. Kellogg Foundation   Address 1 Michigan Ave. East
Job Type Internship   Address 2
Experience Intern   City Battle Creek
Education Some College   State Michigan
  Zip Code 49017

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Job Description

The summer internship program runs for 12 weeks from May until mid-August.

The W.K. Kellogg Foundation Investment Office (KFIO) 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 thrive. A 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. You will learn about alternative asset classes and products such as hedge funds, private equity, venture capital, and derivatives amongst more traditional assets like equities and bonds.
• Investment Acumen: By reading commentary from research providers, attending meetings with investment managers and participating in internal discussions, summer analysts will understand the frameworks and develop the skills to form and express their own investment opinions.
• Due Diligence Process Fundamentals: Hands-on experience and comprehensive understanding in 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 to learning opportunities on WKKF’s leading work on Racial Equity, Diversity & Inclusion.
• Competitive pay and mentorship opportunities

How you will contribute:
• Investment analysis and execution: Support the investment office’s 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 results oriented.

What we look for
• Student enrolled in an Undergraduate Program with strong academic achievements
• 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 ability to drive strong relationships
• Strong analytical, critical thinking and problem-solving skills
• High ethical standards and commitment to the fiduciary responsibilities of WKKF


About W.K. Kellogg Foundation
Vision, humility, and belief in people are the values stewarded by the W.K. Kellogg Foundation (WKKF) for over 90 years. In 1930, Will Keith Kellogg, inventor of ready-to-eat breakfast cereal, established a private foundation “for the health, happiness and well-being of children.” WKKF aims to create real and lasting change with thriving children, working families, and equitable communities that are places of opportunity. With our support, grantees and partners work together to make measurable improvements in children’s lives. We are committed to ensuring all children, families, and communities – regardless of race or income – have opportunities to reach their full potential. Embedded within all we do are commitments to advancing racial equity and racial healing, developing leaders, and engaging communities in developing their own solutions. We call these three approaches our DNA, and believe they are essential to creating the conditions that propel children to success.

About W.K. Kellogg Foundation Investment Office (KFIO)
The W.K. Kellogg Foundation Investment Office (“KFIO”) is the team responsible for the prudent management of W.K. Kellogg Foundation Trust to advance the Foundation’s mission. The team seeks to leverage our diverse backgrounds, investment acumen, asset class specialization, and strength of brand and network to deliver exceptional investment returns.

ASSIGNED WKKF OFFICE: Battle Creek, Mich. but will work remotely. States where we are accepting applications from include: MI, MS, LA, NM, WI, VA, DC, NC, FL, PA (with the exception of the cities of Philadelphia and Pittsburgh), and MN (with the exception of the city of St. Paul).

Required Skills

• Student enrolled in an Undergraduate Program with strong academic achievements
• 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 ability to drive strong relationships
• Strong analytical, critical thinking and problem-solving skills
• High ethical standards and commitment to the fiduciary responsibilities of WKKF

Description of Benefits: Salary / Commissions / Bonuses / Other

Internship hourly rate varies from $27.00 - $30.00 an hour. Actual hourly rate of candidate will be commensurate with years, breadth, and depth of relevant experience, education, certifications, credentials, special skills, accomplishments and other factors relevant to the position.