Investment Associate 


The Investment Associates program is a 30-month program designed to introduce participants to institutional investment management through analytical work on a global, diversified portfolio of marketable and private equities, fixed income, real assets, and absolute return strategies.  Learning objectives for the Associates will include both general business competencies and investment knowledge.

Responsibilities include: producing investment reports utilizing industry software; maintaining investment databases; collaborating with teams to perform a variety of qualitative and quantitative analysis of investments.  An Associate will also have the opportunity to conduct and present a series of research projects.

Upon successful completion of the program it is expected that an Associate will leave Kamehameha Schools to pursue an advanced degree.  An advanced degree, professional certification, or meaningful outside experience is required for progression within the Financial Assets Division.

  • The Associate is expected to learn from, and contribute to, each of the rotation investment groups and KS.  Progress to the next rotation will be dependent on an adequate or better level of performance in the current rotation.
  • Produce Investment Reports.  Assist team to produce analytical reports, both regular and ad hoc, for division, senior executives and Trustees.  Utilize software that facilitates portfolio monitoring, portfolio construction, and analysis of potential investments.  Assist to update and maintain investment databases.
  • Assist in monitoring external investment managers.  Perform/Assist with qualitative and quantitative analytical tasks to monitor investment exposures and performance; monitor receipt reports from external investment managers; process capital contributions and transfers; verify fees; may participate in meetings and conference calls with external investment managers.
  • Research.  Assist/Conduct research projects as assigned.  Participate in building asset class and general investment expertise, read industry and consultant research, and participate in industry conferences and education events.
  • Pro-actively partner with assigned mentor to reach, and or exceed, the learning milestones for general business competencies within each rotation.
  • Performs other related duties as assigned or requested.

Position Requirements
  • Strong qualitative and quantitative analytical and problem-solving skills with a high degree of attention to detail.
  • Ability to manage and manipulate data.
  • Strong organization skills with the proven ability to prioritize work as work demands change.
  • Ability to provide a logical framework to support conclusions.
  • Strong interpersonal, written and oral communication skills.
  • Ability to work independently within a team environment.
  • Ability to work in a deadline-driven environment and handle multiple tasks simultaneously.
  • Proven proficiency in the Microsoft Suite (Excel, Word, Outlook, Powerpoint).
  • Strong work ethic and professional standards.
  • Self-motivated.
  • Eagerness to learn and keep up to date with the investment industry and market conditions.
  • Ability to work long hours including but not limited to evenings and/or weekends/holidays.



Work Year 12.00 

Work Type FT 

Special Notes None Specified 

Licenses None Specified 

Educational Requirements Bachelors Degree in Business, Finance, Economics, Mathematics or other applicable area. Overall exemplary academic/scholastic career. 

Salary Schedule and Grade INV 

Position Available Date  


Close Date 3/18/2016 

Location Kawaiahao Plaza 

About the Organization We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. 

EOE Statement We are an Equal Opportunity Employer. 

This position is currently not accepting applications.

To search for an open position, please go to http://ks.isg2.com

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