Foundation Investment Research Apprenticeship

Job Title:

Foundation Investment Research Apprenticeship

Location:

Kennesaw, Georgia

Regular/Temporary:
Temporary

Full/Part Time:
Full-Time

Job

Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower over 50,000 students to become thought leaders, lifelong learners, and informed global citizens.

Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision.

Come Take Flight at KSU!

(Primary Location for Job Responsibilities) Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144.

Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.

The apprenticeship will support the Cash Management Pool by assisting with portfolio monitoring, investment research, and trading activities in accordance with the organization's Investment Policy Statement (IPS). Participate with the review and analysis of other investment portfolios managed by the Outsourced Chief Investment Officer (OCIO) and external investment managers. Additionally, will attend and observe investment committee and foundation meetings throughout the internship, gaining exposure to investment governance, portfolio oversight, and strategic decision-making processes.

This apprenticeship is classified as a temporary, full-time position. Eligibility is limited to current members of the KSU SMIF (Student Managed Investment Fund) organization.

KEY RESPONSIBILITIES:

• 1. Reviews weekly holdings, monitors duration, tracks issuer concentration and credit quality, monitors liquidity, and identifies reinvestment opportunities.
• 2. Organizes trade orders for execution, prepares summaries of proposed trades with rationale and impact on the portfolio, and provides comparisons across short-term instruments to support decisions.
• 3. Reviews OCIO pitch decks and short-term liquidity recommendations to summarize, highlight actionable ideas for the KSUF cash portfolio, and assist in evaluating externally managed liquidity strategies.
• 4. Monitors market interest rates, follows Federal Reserve policy and front-end yield movement to develop recommendations, and provides weekly short-term market commentary with investment recommendations.
• 5. Maintains weekly cash portfolio dashboards for yield, duration, maturities, and credit exposure, prepares investment committee materials and summary reports, and maintains issuer lists and documentation of trades and portfolio decisions.

Educational Requirements

High School Diploma

Required Experience

On-the-job training

Additional Preferred Qualifications

Current and active member of KSU SMIF.

The pay rate for this position is $20.00 per hour.

ABILITIES

Able to handle multiple tasks or projects at one time, meeting assigned deadlines

KNOWLEDGE

Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite)

SKILLS

Excellent…