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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Kansas City, Missouri

Salary: $65K - $85K

The Ewing Marion Kauffman Foundation is a private, nonpartisan foundation that provides access to opportunities that help people achieve financial stability, upward mobility, and economic prosperity – regardless of race, gender, or geography. The Foundation uses its grantmaking, research, programs, affiliates, and initiatives to support the start and growth of new businesses, a more prepared workforce, and stronger communities. Our work is grounded in the principles of racial equity, diversity, and inclusion and is consistent with the aspirations of our founder, Ewing Marion Kauffman.

Based in Kansas City, Missouri, the Kauffman Foundation is one of the largest foundations in the United States with an asset base of approximately $3 billion. While striving to have national impact and global reach, the Foundation is deeply committed to Kansas City, as evidenced by work on initiatives that reach into neighborhoods and enrich the community and quality of life in the region. For more information about the Foundation, please visit the website at Details below.



The Investment Analyst will assist the Investments team in managing the $3 billion portfolio, invested primarily with public equity managers, private equity (buyout and venture capital) managers, and hedge fund managers. Reporting to the Managing Director, the Analyst will play an important role in advancing the Foundation’s mission by helping to manage the Foundation’s investment portfolio.

Specific Responsibilities Include: 

  • Prepare and build reports on the total portfolio and individual managers within the Foundation’s investment analytic platforms (Caissa and eVestment) and use of excel APIs.
  • Actively participate in investment manager meetings, including the compilation of pre-meeting materials and the composition of timely, accurate and comprehensive post-meeting notes.
  • Help with annual department procedures, including financial statement analysis and reporting on any management changes within the portfolio.
  • Assess the potential risk and reward of individual investment strategies and use statistical techniques to determine expectations for the overall portfolio.
  • Research market trends and opportunities such as the increase in private credit funds, active vs. passive management, the impact of fund size on performance.
  • Manage aspects of portfolio operations, such as helping with portfolio rebalancing, and cash flow movements.
  • Serve as a representative of the Foundation throughout the investment community by participating in peer networking events, attending industry conferences, and investment manager annual meetings.
  • Pursue the CFA (Chartered Financial Analyst) or CAA (Chartered Asset Allocator) credential by studying for and taking the exam.


Education: Bachelor’s degree preferred but would consider an equivalent combination of education and/or experience that demonstrates possession of economics or business management competencies.

Work Experience: At least one year of work experience in a business environment preferred.

Travel: This position may require occasional business travel.


Qualified incumbents for this position must be highly motivated, capable of self-direction and able to work collaboratively in a team.  Incumbents must exhibit a keen sense of responsibility and enjoy working with multiple demands, shifting priorities, and constant change.

  • Possesses an intense intellectual curiosity and eagerness to pitch in on a wide range of assignments.
  • Is familiar with financial markets and investment portfolio strategy.
  • Enjoys thinking broadly about the historical, sociological, and political forces that affect the economy and markets.
  • Takes pride in attention to detail and can be flawlessly accurate when given appropriate time and assistance.
  • Has an aptitude for quantitative analysis.
  • Has excellent communication skills, including well-developed interpersonal, written, and listening skills including excellent technical writing skills.
  • Possesses a passion for “doing what is right,” with unquestioned integrity, positive ethics, and values reflective of the Kauffman Foundation.
  • Is committed to the Foundation’s credo, standards, and values in alignment with our racial equity, diversity, and inclusion statement.
  • Has an interest in completing the requirements for the CFA designation.
  • Has strong computer literacy skills, including word processing, spreadsheets, and presentation applications

All of the statements in this position description are intended to describe the general nature of the work being performed and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.  This document describes the position currently available.  The organization reserves the right to modify job duties or job descriptions at any time.


The Kauffman Foundation firmly supports the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.


Interested applicants can apply for this position by submitting a cover letter and resume.