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Application Procedure for the Student Managed Investment Fund
Click on the "Application Form" and "Reco
Letters" links on the left to access the forms.
The
application process starts in February every year and it takes 3-5
weeks before the final selection is announced. Please watch this site
for announcements when the application process is open. About 10 MBA
students and 10 UG students are selected every year for the following
Fall and Spring. All selected students must commit to serve as a manager
for the entire year. Students that will graduate in December or may take
a study abroad or may be away during a semester for other reasons are
not eligible. The application process consists of two steps:
1. Students submit the completed application package (see below for the
items to be included in the package).
2. Students are short-listed for personal interviews with Chinmoy Ghosh
after which the final selection is made.
All selected students will be given a 3-day notice to accept in writing
the position as a manager for the following academic year (both Fall and
Spring). Students are not required to manage the fund during summer.
The acceptance is binding on both parties except for extraneous
circumstances.
Please note that MBA students who are selected for Student Managed
Investment Fund are automatically ineligible to apply for any other
learning initiatives (EdgeLab, Financial Accelerator, etc.).
Please note that all Student Managed Investment Fund managers must take
the Valuation courses that are specifically designed for the Student
Managed Investment Fund during Fall and Spring of the year that they
manage the Fund.
Students applying to Student Managed Investment Fund are strongly
encouraged to take Fin301, Fin 317 (MBAs) and Fin201, Fin202 (UGs).
These courses can be taken concurrently with the application process.
Performance in these courses will be considered in the selection
decision and feedback from the instructor will be sought even if the
applicant does not ask the specific instructor for recommendation.
Indeed, the selection committee can seek feedback from any instructor
the applicant has taken or is taking courses with at the time of
application.
The criteria for selection are the following:
1. Performance in SBA courses. Grades are important because that is one
way to judge motivation and interest.
2. Letters of recommendation from instructors (At least one from UConn)
3. Personal Interview
4. Background
We are looking for really committed, motivated, and disciplined
individuals who are interested in pursuing a career in money management
on graduation.
Please read this for complete details about the selection process!
The application package (hard copy only) must include the following:
- Application form: Fillable PDF format (read below for
instructions) This form must be fully completed and signed to process
your application in a timely manner. Attach additional pages if you need
more space.
- Two letters of recommendation: At least one from a UConn
instructor. Letters must be in signed and submitted by the recommender
in sealed envelopes.
- Statement of purpose: Highlighting how your background and
aspirations fit the role of a Student Managed Investment Fund manager
(maximum of one page, 1.5 spacing)
- Resume: must be two pages maximum
You are responsible for assembling and submitting all elements of the
Student Managed Investment Fund application in one package. The
application must be downloaded and, the application form must be printed
and submitted with all supporting documents in one envelope.
To avoid unnecessary delays when submitting your application and
supplemental materials:
• Send all your application materials together in one large envelope
• DO NOT insert documents in additional folders/plastic sheets/envelopes
• DO NOT staple documents together or bind your application materials
Final date for submitting the application will be announed in Spring
2006. The whole process takes about a month.
IMPORTANT: HOW TO USE FILLABLE FORMS
* Two ways to use: The application above is a "fillable" PDF which
should be able to open in any basic Adobe Acrobat Reader. You may: (1)
Print it out as a blank form, or (2) You can fill it out directly on
your screen. If you experience any difficulties using the fill-in
feature you can always just print out a blank copy as before.
* Filling in the document: When filling forms out directly on your
screen, in order to move from space to space you can hit the Tab key,
and you can also use the cursor or space bar to move around the form as
you would with any regular document. To check a blank "checkbox", simply
click on it with your cursor.
* How to submit: These forms cannot be submitted on-line. You must print
out the completed forms, sign as needed, and mail them in. You can save
your completed document on your hard drive for your records.
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