The Analyst Program

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Program Overview

The Analyst Program is designed to provide select members with an invigorating investment research and valuation experience. Analysts gain value in being placed on a team with one group lead and collaborate throughout the semester to build a sophisticated stock pitch. Theses are formulated with the intent to add the proposed investment to the portfolio. All paid members are eligible to apply with no experience necessary. 

Strategy

SIA aims to capitalize on undervalued securities in the current market with a long-only intended position. The selection process targets stocks with derived valuation below its peer groups or on a discounted cash flow basis. Theses pitched have concrete rationale to outperform the market due to identifiable catalysts, driving the valuation to the company's fair value. The fund is benchmarked against the Russel 2000 Value Index, and is aimed to maintain a weight of +/- 15% in each sector.

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Structure

Members are selected to participate in The Program at the beginning of each semester. All applicants are sent a study guide prior to their interview, and analysts are chosen based on preparation of technical knowledge and behavioral awareness. Strong candidates also have a proven work ethic and passion for financial markets.

Please see below for a timeline of the Fall 2022 Analyst Program. 

Fall 2022 Timeline

September 9, 2022

September 16, 2022

September 19 - September 23, 2022

September 27, 2022

September - November, 2022

November 16, 2022

November 30, 2022

Applications released. 

Applications due at 11:59pm ET. 

Interviews conducted by Executive Board.

Decisions released and teams assigned. 

Teams meet to develop pitches.

Round one of stock pitches. 

Round two of stock pitches.