Foundation Investment Research Apprentice

Kennesaw State University; Kennesaw (GA); On-site; USD 53,726,000 - 60,614,000; Full time

Job summary

Kennesaw State University offers a Foundation Investment Research Apprenticeship in Kennesaw, GA. This temporary, full-time role supports the Cash Management Pool by investment research, portfolio monitoring, and trading activities in line with the IPS. Eligibility is limited to current KSU SMIF members.

The apprenticeship attends investment committee meetings to gain exposure to governance, portfolio oversight, and strategic decision-making processes while building hands-on experience.

Qualifications

• Educational requirements include a High School Diploma.
• On-the-job training provided.

Responsibilities

• Reviews weekly holdings, monitors duration and credit quality; identifies reinvestment opportunities.
• Organizes trade orders for execution; prepares summaries of proposed trades with rationale.
• Reviews OCIO pitch decks and short-term liquidity | summarize actionable ideas for the cash portfolio.
• Monitors market rates; follows Fed policy; provides weekly market commentary and recommendations.
• Maintains weekly cash portfolio dashboards and prepares committee materials.

Skills

Interpersonal skills

Initiative

Teamwork

Problem solving

Independent judgment

Organization

Communication

Time management

Project management

Presentation skills

Attention to detail

Follow-up skills

Customer service

Education

High School Diploma

Tools

Microsoft Office

Job description

Kennesaw State University offers a Foundation Investment Research Apprenticeship in Kennesaw, GA. This temporary, full-time role supports the Cash Management Pool by investment research, portfolio monitoring, and trading activities in line with the IPS. Eligibility is limited to current KSU SMIF members.

The apprenticeship attends investment committee meetings to gain exposure to governance, portfolio oversight, and strategic decision-making processes while building hands-on experience.