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Team

Student Roles and Responsibilities

Students selected into the program will spend half a year receiving training sessions and workshops in order to learn about the capital markets and how to be an analyst. Only those students deemed to have satisfied these training requirements will be offered a position as an analyst in the TCF and pas part of the team of between 14-20 students in the fund. In the first year, students work as analysts and are then promoted to Portfolio Managers in their second year. Portfolio Managers will report directly to the Fund Director and Faculty Supervisor as well as the Investment Committee on a bi-monthly basis as mentioned before. There is always a paring of an Analyst with PM which work together on their assigned industry sector. Alongside a role as a PM or Analyst, students also join one of three committees: Economic Committee, Risk Committee or PR Committee.

Analysts

Analysts will be responsible for the following (including but not limited to):

  • Presenting sector and asset class overviews, as well as pitching stocks to Portfolio Managers
  • Assisting the Portfolio Managers in operations and decisions
  • Completing back-office trade and portfolio requirements

Portfolio Managers

The Portfolio Managers will be responsible for the following (including but not limited to):

  • Overall management of the TCF in their assigned sectors or asset classes
  • Personal responsibility over the TCF and its performance
  • Training new cohort of Analysts and providing mentorship upon graduation of the program
  • Ensuring all back-office and administrative work is complete

Portfolio Manager Leaders

Each year two students will be elected by the group and subsequently approved by the Fund Director to be the Team Leaders. Along with responsibilities as a regular Portfolio Manager, they will also have responsibility over the following:

  • Making the trades to the investment accounts
  • Acting as the main point of contact for the Fund Director, Faculty Supervisors and Investment Committee
  • Leading the weekly meetings and pitches
  • Ensuring all back-office and administrative portfolio tasks are completed
  • Ensuring the cohort is meeting deadlines and quality of work is above expectations
  • Reporting any issues that arise
  • Ensuring reports are created and submitted in a timely manner
  • Ensuring all analysts are trained properly