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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Battle Creek, Michigan

Salary: $92K - $127K

The W.K. Kellogg Foundation (WKKF), founded in 1930 as an independent, private foundation by breakfast cereal innovator and entrepreneur Will Keith Kellogg, is among the largest philanthropic foundations in the United States. Guided by the belief that all children should have an equal opportunity to thrive, WKKF works with communities to create conditions for vulnerable children so they can realize their full potential in school, work and life. More details below.

THE OPPORTUNITY
The Investment Analyst role offers an extraordinary opportunity for contribution and continued apprenticeship in support of the development of the Foundation’s investment strategy and achievement of its goals. The Investment Analyst will support and collaborate with a small but mighty senior investment team on public equity investment decisions, hedge fund investment decisions, and management of the assets of the Trust. The role will provide exposure to the foundation’s entire portfolio, domestic and international travel opportunities, and a seat at the table when meeting and developing relationships with investment managers. The W.K. Kellogg Foundation also offers a strong benefits package and reimbursement for those seeking growth and development through continued education and certifications.

YOUR POTENTIAL IMPACT
The primary function of the Investment Analyst role is to support senior investment team members in developing long-term public assets investment strategies and philosophy through:
• Manager Knowledge and Relationships
• Develop and maintain database on external managers
• Identify and develop relationships with best-in-class managers, supporting consultants, and other third-party entities

Investment Opportunity Analysis and Execution
• Conduct investment, risk, legal, and operational due diligence to make informed investment recommendations
• Conduct portfolio monitoring and reporting

Your work and the work of the investment team at the Foundation ensures a healthy corpus which in turn helps to increase the dollars being distributed into communities and organizations supporting the conditions for thriving children and families.

CANDIDATE PROFILE
Success in the Investment Analyst role will require a passion to further the W.K. Kellogg Foundation’s mission and a commitment to core values of diversity and inclusion, intercultural awareness, openness, collaboration, and stewardship. The ideal candidate will also possess the following professional abilities, attributes, and experiences:
• Bachelor’s degree in relevant field (business, economics, or similar quantitative field), with 3-5 years of professional experience
• Knowledge of capital markets including, but not limited to, equity and/or fixed income markets and asset class knowledge; experience with FactSet and Bloomberg preferred
• Ability to evaluate investment opportunities using existing theoretical and conceptual skills, statistical and technical skills including PowerPoint and advanced Excel
• Progress toward obtaining CFA (Chartered Financial Analyst) or Chartered Asset Allocator (CAA) certification strongly preferred

 

Salary range is $92,300-$126,900. Actual starting salary 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.