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 pre-requisites are required, but Investments (Finan 4070) and some coding (e.g. Finan 5530) are beneficial.

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

  • – Manage a $1.3 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