There are two stages in the SVF application process

Stage 1: Application Package

Submit your application package using the form below. Applications are due by Tuesday, 9/16 at 11:59pm EST (late applications will not be accepted). Your application package should contain:

• Resumé

• ONE of the following deliverables:

  • Case study - Designed for applicants with no or introductory experience

  • One Pager Investment Pitch - Designed for applicants with intermediate experience

    • Valuation model is required (e.g. Comparables and/or DCF)

    • This investment pitch should leverage selected research examples

    • Stock must be SMID-cap ($10B or less market capitalization)

Applicants choose to apply as Junior Analyst and/or Analyst based on their prior investing experience.

Junior Analysts will take part in the Junior Analyst Academy, which focuses on providing a class of undergraduates the opportunity to join the fund and participate in a semester-long training process. Analysts will be put directly into pitch teams to participate in fund wide research.

Stage 1 applicants will be invited to Stage 2 based on strength of deliverable, resumé experience, cultural fit, and time commitment expectations.

Stage 2: Interview

Covering topics such as:

• Resumé & Stock Pitch or Case Study (your application package)

• Current events

• General business acumen

Stage 2 applicants will be accepted into SVF based on a holistic review of all application materials and interview. This includes demonstration of work ethic, research/analysis abilities, unique perspectives and skillsets, and cultural fit.

Info Sessions and Office Hours (Optional)

We host a number of optional events that give applicants the opportunity to ask questions and learn more about the fund. Everyone is welcome to come to any of the following events:

• Fall Fest: Tuesday 9/2 (12:00-4:00pm) @ Centennial Common, Table #265

• DMSB Club Fair: Friday 9/5 (11:00am-2:00pm) @ Curry Student Center Pit

• SVF Info Session #1: Friday 9/5 (6:00-7:00pm) @ 370 Dodge Hall

• Office Hours #1: Sunday 9/7 (1:00-3:00pm) @ Zoom (see our Linktree)

• SVF Info Session #2: Tuesday, 9/9 (6:00-7:00pm) (Location TBD)

• Meet SVF: Thursday, 9/11 (6:00-7:00pm) (Location TBD)

• Office Hours #2: Sunday 9/14 (1:00-3:00pm) @ Zoom (see our Linktree)

Application Materials

Stock Pitch (One-Pager)

Note: The template and example are simply direction for organization and design. You are given creative freedom but you should maintain the same organizational structure as demonstrated in the above template and example. Restrict your one-pager response to a single page.

Case Study

Application Submission