Foundation Investment Research Apprenticeship

Internship Opportunity at Kennesaw State University

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!

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 in 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 include: 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 interpersonal, initiative, teamwork, problem-solving, independent judgment, organization, communication (verbal and written), time management, project management, and presentation skills. Strong attention to detail and follow-up skills. Strong customer service skills and phone and e-mail etiquette.

The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards.

Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.

This is not a supervisory position. This position has financial responsibilities. This position will not be required to drive. This role is considered a position of trust. This position does not require a purchasing card (P-Card). This position will not travel.

Credit Report Standard Enhanced Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.

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