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 Wednesday, 9/23 at 11:59pm EST (late applications will not be accepted). Your application package should contain:

• Resume

• 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 (DCF with or without a full 3-statement operating model in Excel format)

    • This investment pitch should leverage selected research examples

    • Stock must have a market capitalization of $10B or lower

Recommended Resources: SEC Filings (10Ks and 10Qs), Company Investor Relations Page, Wall Street Prep, Earnings Call Transcript, Bloomberg Terminal.

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:

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

• Office Hours #1: Sunday, 9/13 (12:00am-1:00pm) @ Zoom

• SVF Info Session #1: Tuesday, 9/15 (7:45-8:45 pm) @ Shillman 305

• SVF Info Session #2: Thursday, 9/17 (7:00-8:00pm) @ Richards 236

• Office Hours #2: Sunday, 9/20 (12:00am-1:00pm) @ Zoom

• Meet SVF: Tuesday, 9/22 (7:00-8:00pm) @ West Village F 020

Application Materials

Stock Pitch (One-Pager)

Note: The examples are simply direction for organization and design. You are given creative freedom but you should maintain similar organizational structure (e.g. Business Description, Theses, and Risks) as is demonstrated in the above examples. Restrict your one-pager response to a single page.

Case Study

Application Submission