The Fund is open to exceptionally-strong full-time undergraduate and graduate students enrolled at Miami Herbert Business School who are interested in learning about the investment management industry. More information on Fund courses and application requirements can be found here.
Once selected to join the Fund, students will be placed into one of two roles:
Training sessions will be held in investment analysis and financial modeling for the Analysts, and portfolio optimization, performance attribution, and risk analysis for Portfolio Managers. Industry specific training will continue throughout the semester.
Students are expected to be involved in industry research and investment proposals on an ongoing basis.
Interested in joining the Fund? Applications for the Category 5 Student Managed Investment Fund open in the final weeks of each semester.
To apply, please fill in the application below. You can also click the following link for a more detailed description of analyst responsibilities for new students as they join and advance through the fund: CAT-5 Flyer and Description. The class meets on Wednesday nights from 6:30 p.m. – 8:30 p.m.