Investment Analyst

Closing Date: September 29, 2026 at 4:30pm HST

How To Apply

Download, complete and submit the fillable application form found on our website, along with a resume and cover letter to:

OFFICE OF HAWAIIAN AFFAIRS
560 N. Nimitz Highway, Suite 200
Honolulu, Hawai‘i 96817
Attention: Human Resources

Or via email: careers@oha.org

Office of Hawaiian Affairs (OHA) employees must be permanent Hawaii residents. Out-of-state applicants who are offered employment with OHA will need to relocate to Hawaii and establish permanent residency.

Salary Range

$69,600 to $88,152 per year. Starting salary may be between the minimum and maximum salary range provided, based on qualifications.

General Purpose of Position

The Investment Analyst is a key member of the Office of Hawaiian Affairs’ Investment Office, responsible for supporting the oversight, analysis, and performance monitoring of the Native Hawaiian Trust Fund (NHTF). Working closely with the Investment Director and investment team, this position supports portfolio analytics, performance reporting, manager due diligence, investment operations, and research across asset classes. The role also requires the ability to manage, organize, and analyze large and complex data sets used to support reporting, analytics, and investment decision-making. This position is well suited for a highly analytical, intellectually curious candidate who is eager to develop in institutional investing while contributing to OHA’s long-term financial stewardship objectives.

Essential Functions & Responsibilities

• Portfolio Monitoring and Reporting
• Prepare monthly, quarterly, and ad hoc performance reports, including benchmarking against policy targets, asset allocation ranges, and relevant peer comparisons.
• Monitor portfolio performance, exposures, liquidity, and cash activity across asset classes; identify anomalies, trends, or issues for further review.
• Support the preparation of internal, executive, and board-level reporting materials, including Investment Committee presentations and supporting analysis.
• Manager Due Diligence and Research
• Assist with sourcing, evaluating, onboarding, and monitoring external investment managers and investment opportunities, including mission-aligned strategies where appropriate.
• Conduct quantitative and qualitative analysis, background research, and reference review to support due diligence assessments on new and existing managers.
• Participate in manager meetings and maintain thorough documentation, diligence files, and follow-up materials.
• Portfolio Analytics and Asset Allocation
• Support strategic and tactical asset allocation analysis, liquidity planning, commitment pacing, and cash flow forecasting.
• Maintain dashboards and reporting tools that track portfolio structure, exposures, unfunded commitments, benchmarks, and performance trends.
• Assist with scenario analysis, stress testing, and other portfolio analytics to support risk assessment and investment decision-making.
• Investment Operations and Governance
• Coordinate with custodians, investment managers, consultants, fund administrators, and internal stakeholders to support operational accuracy, reconciliation, and data integrity.
• Review capital calls, distributions, fee statements, subscription documents, investment reconciliations, and other investment operations documents.
• Support annual audit activity, policy and procedure updates, compliance reviews, and other governance-related processes.
• Strategic Initiatives and Special Projects
• Conduct market, manager, and industry research on topics relevant to the NHTF and the broader institutional investment landscape.
• Support special projects, including benchmarking, consultant searches or RFPs, systems and process improvements, and analysis related to portfolio strategy or investment operations.
• Fully supports in action, language, behavior and performance the priorities, decisions, and directives of the Investment Director, the Chief Executive Officer, and OHA Leadership.
• This position is based on Oʻahu, with an expectation of regular, in-person attendance at the designated duty station. Limited telework may be authorized in accordance with the OHA Employee Handbook and subject to supervisory approval.

Other Duties/Responsibilities

• Performs other duties as assigned by the Investment Director or CEO.
• Occasional travel is required for this position.

Minimum QualificationsEducation, Training and/or Experience

• Graduation from an accredited college or university with a bachelor’s degree in finance, accounting, economics, business, real estate, computer science, data science, statistics, information systems, mathematics, or a related field.
• One (1) to three (3) years of professional work experience in investment analysis, finance, or institutional asset management (endowment, foundation, pension, or similar environment preferred).
• Relevant internships, academic research, project-based work, or other demonstrated experience involving financial analysis, large data sets, reporting, or decision support tools may be considered.
• CFA designation or progress toward the CFA may substitute for work experience (one (1) year per exam level passed, up to two (2) years).

Knowledge, Skills and Abilities

• Must have working knowledge of:
• Investment performance reporting, market research, investment analysis, and data analytics
• Institutional investing concepts, asset classes, and portfolio construction principles
• Hawaiian culture, values, and community priorities relevant to OHA’s mission
• Hawaiian institutions, trusts, and formal and grassroots Hawaiian organizations
• Must have demonstrated skills or ability to:
• Apply strong analytical, quantitative, and critical‑thinking skills to evaluate investment data and support decision‑making
• Manage, organize, reconcile, and analyze large and complex data sets to produce accurate reporting, insightful analytics, and decision-support materials
• Use Excel and PowerPoint proficiently, along with database, analytics, or reporting systems; experience with tools such as Power BI, SQL, Python, or similar platforms is helpful but not required
• Communicate clearly and professionally in writing and verbally, including preparing concise materials for internal leadership and board-level audiences

How To Apply

To apply for this position, download, complete and submit this fillable application form along with a resume and cover letter to:

OFFICE OF HAWAIIAN AFFAIRS
560 N. Nimitz Highway, Suite 200
Honolulu, Hawai‘i 96817
Attention: Human Resources

Or via email: careers@oha.org

Office of Hawaiian Affairs (OHA) employees must be permanent Hawaii residents. Out-of-state applicants who are offered employment with OHA will need to relocate to Hawaii and establish permanent residency.

An Equal Opportunity Employer

Job Type: Full-time

Pay: $69,600.00 - $88,152.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $69,600 - $88,152