Undergraduate Student Investment Fund

Open to undergraduate Finance majors, QAMO majors, and AFA minors. Also invited to apply are students with solid academic credentials who have a strong interest in investments and working with other students to build and manage a winning portfolio. The class will run the entire academic year.

Prior investment experience is not necessary. No prerequisites are required, but Investments (FINAN 4070) and some coding (e.g., IS 4487, FINAN 5530) are beneficial. Familiarity with business statistics (e.g., OSC 3440) is also helpful.

There are two application deadlines: February 28 and June 1.

  • – Manage a $2 million investment portfolio
  • – Gain real-world investment experience and present to industry professionals
  • – Collaborate with top students
  • – Resources include access to the Trading Room, Capital IQ, and Bloomberg