Skip to main content

Type of Role: Investments

Experience Level: Analyst/Associate

Location: Honolulu, Hawaii, United States

Salary: $120k - $170k

Kamehameha Schools offers a dynamic, innovative and collaborative work environment for growth-minded individuals who embrace culture and diversity. Deeply committed to shaping a thriving and vibrant future for Native Hawaiians, Kamehameha Schools aims at finding the right people for the right roles, who bring talent and passion to our mission. Our workforce is comprised of full- and part-time, on-call, and seasonal employees who work in various positions at locations across Hawaiʻi pae ʻāina (group of islands), including three K-12 campuses, 29 preschools, and other regional and support offices. Details below.

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.

 

Essential 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.

 

Position Requirements

 

Minimum Qualifications – An equivalent combination of education and experience may be considered in lieu of the requirements listed.

  • 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.

 

Physical and Mental Requirements

  • Frequently sits, perform desk-based computer tasks and grasp light or fine manipulation, talk or hear.
  • Occasionally stand and/or walk, write by hand, and lift and/or carry, push and/or pull objects that weigh up to 10 pounds.
  • Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.

 

Working Conditions (including environmental conditions)   

  • This position involves heavy traveling to various locations, including international travel to conduct business.
  • Work is conducted in an office environment and may require work to be conducted in non-standard workplaces.
  • Work is typically conducted Monday through Friday at normal business hours but may be conducted in evenings and weekends, as necessary.

 

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job.  This is not intended to be an exhaustive list of all the responsibilities, duties and skills required.  The incumbent may be expected to perform other duties as assigned.

For internal use only: #LI-CAR

 

 

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities.  Please contact us at hr@ksbe.edu or 808-534-8040 if you require a reasonable accommodation to apply for a job or to perform your job.  Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

 

KS does not accept unauthorized solicitations of candidate referrals from third-party vendors (i.e. Staffing Agencies, Executive Recruitment Firms).  Any third-party vendor who has interest in supporting KS’s recruiting efforts must be authorized by Human Resources prior to the vendor’s candidate applying with KS.  

 

 

Work Year

12

 

 

Pay Range

120,100.00 – 170,900.00 Annual

 

 

Compensation and Benefits

Based on the compensation range provided below, salaries are commensurate with job-related experience, skills and competencies, education, internal equity, length of work year, and other organizational needs.

 

At Kamehameha Schools (KS), we recognize that compensation is just one facet of a fulfilling employment experience. Our commitment lies in fostering a positive work environment and equipping employees with the necessary resources to excel every day. Our Total Rewards Program embodies KS’s dedication to the physical, mental, and financial well-being of our employee ʻohana. Explore our comprehensive Benefits Summary for more information.

 

 

Primary Location

Investment Management Group – SALT

 

 

City, State

Honolulu, Hawaii

 

 

Additional Locations

Investment Management Group – San Francisco


Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.