Summer Investment Analyst

JOB TITLE: Summer Investment Analyst

ASSIGNED WKKF OFFICE: Battle Creek, MI/Hybrid. Applications are accepted from residents of the following states:  MI, MS, LA, NM, DC, FL, IL, MA, NC, VA, and WI.

JOB DURATION: The summer internship program runs for 10 weeks from June until mid-August.

JOB PURPOSE: The Kellogg Foundation Investment Office (“KFIO”) manages the Kellogg Foundation’s endowment by allocating capital to top-tier investment managers and direct investments across asset classes to advance the Foundation’s mission. The summer investment analyst will gain hands-on experience in institutional investing while contributing meaningfully to projects that support investment decisions and portfolio management.

What you will gain

• Asset class knowledge and portfolio construction: Gain a high-level understanding of multiple asset classes and the fundamentals of portfolio construction. Learn about alternative asset classes and products such as hedge funds, private equity, venture capital and derivatives amongst more traditional assets like public equities and bonds.
• Investment acumen: By reading commentary from research providers, attending meetings with investment managers and participating in internal discussions, the summer investment analyst will understand the frameworks and develop the skills to form and express their own investment opinions.
• Due diligence process fundamentals: Gain hands-on experience and a comprehensive understanding of assessing new investment opportunities while working alongside senior team members. 
• Professional network: Develop relationships with investment professionals and engage with the most well-regarded and prominent global fund managers.
• Learning opportunities: Attend W.K. Kellogg Foundation events and educational sessions to learn how the Foundation supports children, families, and communities. 
• Competitive pay and mentorship opportunities.

How you will contribute

• Investment analysis and execution: Support investment, risk, and operational due diligence efforts to evaluate investment managers.
• Thematic research: Research and share cross-asset class themes and their broader investment implications (e.g., the rise of artificial intelligence, blockchain technology, climate change, etc.).
• Agile mindset: Exhibit WKKF’s core values of listening well, openness, collaboration, diversity and inclusion, intercultural awareness, and being results-oriented.

What we look for

• Freshman or Sophomore enrolled in an undergraduate program.
• Intellectual curiosity and passionate about investments.
• Experience with or excitement for working effectively on a team with individuals from diverse cultural, social, and ethnic backgrounds and the ability to drive strong relationships.
• Strong analytical, critical thinking and problem-solving skills. 
• High ethical standards and commitment to the fiduciary responsibilities of WKKF.

About W.K. Kellogg Foundation

Vision, humility, and belief in people are the values stewarded by the W.K. Kellogg Foundation (WKKF) for over 90 years. In 1930, Will Keith Kellogg, inventor of ready-to-eat breakfast cereal, established a private foundation “for the health, happiness and well-being of children.” WKKF aims to create real and lasting change with thriving children, working families, and equitable communities that are places of opportunity. With our support, grantees and partners work together to make measurable improvements in children’s lives. We are committed to ensuring all children, families, and communities – regardless of race or income – have opportunities to reach their full potential. Embedded within all we do are commitments to advancing racial equity and racial healing, developing leaders, and engaging communities in developing their own solutions. We call these three approaches our DNA, and believe they are essential to creating the conditions that propel children to success.

About Kellogg Foundation Investment Office

The Kellogg Foundation Investment Office stewards the assets of the W.K. Kellogg Foundation Trust to deliver on the Trust’s primary investment objectives. The team seeks to leverage our diverse backgrounds, investment acumen, asset class specialization, and strength of brand and network to deliver exceptional investment returns.