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Investment Analyst

Company: W.K. Kellogg Foundation
Location: Battle Creek
Posted on: September 8, 2019

Job Description:

The W.K. Kellogg Foundation (WKKF), a leading philanthropic force helping communities create the conditions children need to thrive, is seeking nominations and applications for the role of Investment Analyst. This entry-level position is an exciting opportunity for a keen watcher of markets to build and deploy her/his/their skills in service to a larger mission. The foundation is steward of W.K. Kellogg’s legacy and of the public’s trust. The work of the investments team at WKKF is to retain that trust by managing the foundation’s assets efficiently and effectively. The Investment Analyst will provide in-depth research and analytical support to the investments team, including portfolio and security analysis, evaluation of investment managers, economic analysis, work with data systems (maintenance, reporting, analytics), collaborating on the preparation of reports, and portfolio accounting work. The ideal candidate will have an undergraduate degree in finance, accounting, or a related field (with progress toward a CFA preferred) and 1-3 years practical work experience or equivalent (including internships) in fields relevant to assigned responsibilities. The successful candidate will exhibit a passion for investing, possess an understanding of the equity and/or fixed income markets and preferably have prior experience with Factset and Bloomberg. He/She/They will have experience working effectively with persons from diverse cultural, social, and ethnic backgrounds and the ability to drive strong relationships. Review of applicant materials will begin immediately and continue until finalist candidates have been identified. Applications must include a cover letter describing your direct qualifications for this role. The W.K. Kellogg Foundation is an equal opportunity employer and proudly values diversity. Candidates of all backgrounds are encouraged to apply.

Keywords: W.K. Kellogg Foundation, Battle Creek , Investment Analyst, Other , Battle Creek, Michigan

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