Student Managed Fund (SMF)
The UConn Student Managed Fund (SMF) provides students an opportunity to gain valuable, year long, hands-on experience in fiduciary management of investment assets, during a students 7th and 8th semesters. SMF has undergraduate teams at Stamford and Storrs - consisting of 10 to 12 members under the guidance of faculty advisors. Interested students are recommended to start preparing as sophomores.
Faculty Advisor- Stamford
Blake Mather, Adjunct
During my 25 years on Wall Street I interviewed, trained, and worked with hundreds of recent college graduates. In my opinion, the SMF is the single most important work experience program available to UConn students interested in finance.
Matt Veretto, Storrs SMF '22
I am so grateful that I was chosen for the SMF program. I have learned so much on the technical and fundamental side, and this is definitely the most real-world experience I’ve had in college. I have been able to meet a lot of great people who have similar goals as myself, and it is a terrific learning environment to constantly get feedback and improve my skills. You get what you put into the program, so the more you care to learn, the more you will get out of the experience!
Katelyn Desautels, Storrs SMF '22
Being a member of the Student Managed Fund has added an additional layer to my undergraduate experience at the University of Connecticut. It has given me the opportunity to apply what I have learned in class to real-world situations and gain hands-on experience in portfolio analysis and management all under the guidance of faculty advisors and experienced investment professionals.
Karolina Tarnacki, Storrs SMF '22
Being a member of the Student Managed Fund program allowed me to gain a level of professional development and education that I previously thought was difficult to obtain at the undergraduate level. Not only does this program provide students with experiential learning in conducting investment research, but members also have the opportunity to learn from their peers and industry professionals. I am grateful for all of the knowledge I have gained as a member of SMF, such as financial modeling, critical thinking, or presentation skills, and I feel well-prepared to begin my full-time role.
Planning Your Academics for SMF
Students are encouraged to be proactive in planning for the earliest enrollment in Finance courses to prepare for SMF. However, students who are delayed in taking the courses, should work with an advisor to learn more about other timelines to complete the required coursework.
Gain Knowledge and Experience - Sophomore Year
Students interested in SMF should start making intentional choices in the sophomore year to develop their knowledge. Below are several ways, successful SMF applicants have built a strong foundation of knowledge.
We recommend that students obtain Bloomberg Certification to help them navigate stocks and investments.
Hartford Bloomberg Terminal Locations:
- Graduate Business Learning Center*
- * By appointment for undergraduate students. Contact Kayla Hogrefe to set up an appointment.
Stamford Bloomberg Terminal Locations:
- Business Connections Learning Community Lounge (3rd floor)
- Jeremy Richard Library
- Trading Room- Room 306
Storrs Bloomberg Terminal Locations:
- Business Connections Learning Community in Belden Hall
- School of Business- Room 411
- Actively reading Wall Street Journal
- The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham
- The Intelligent Investor by Benjamin Graham
- Common Stocks and Uncommon Profits by Philip Fisher
- The Money Masters by John Train
- Investment Gurus: A Road Map to Wealth from the World's Best Money Managers by Peter J. Tanous
- Thinking, Fast and Slow by Daniel Kahneman
Preparing for Applying to SMF - Junior Year
Students successful at applying to SMF will enter the process well prepared. Students are evaluated on:
- Ability to work in a team
- Communication skills: verbal and written
- Knowledge of investing and finance
- Motivation, enthusiasm, and a commitment to the program
- Presentation skills
- Previous course work within finance
- Cumulative GPA
We recommend you use the resources below to create the strongest application and help you prepare for the competitive interview process.
- Storrs SMF In-Person Info Session: Wednesday, February 9th at 6:30 PM
- Storrs, BUSN 203
- SMF Open Team Strategy Meetings: Friday, February 11th & Friday, February 18th at 11:00 AM
- Sit in on the SMF Team Strategy Meeting and Stock Pitches
- Meet the Current SMF Team Members
- Storrs, BUSN 203
- SMF Virtual Info Session with Faculty Advisors: Wednesday, February 16th at 5:00 PM
- Meet the SMF Storrs Faculty Advisors – Jeff Annello and Pat Terrion
- Open to all campuses
- Stamford SMF In-Person Info Session: Tuesday, March 8th at 3:15-4:00 PM
- Unable to attend? Participate virtually
- Stamford, DWTN 312
For current students, the résumé is a maximum of two pages highlighting educational background, experiences, accomplishments, skills, and interests. It is important to use appropriate phrasing in your résumé, emphasizing the keywords stated in the criteria in relation to the skills and accomplishments you have decided to highlight. Ultimately your résumé is a guide and marketing tool about you and your abilities.
Students interested in SMF are encouraged to meet with Undergraduate Career Development Office (UCDO) for résumé review.
A Personal Statement is an essay that often highlights, you, the author's history and aspirations to that specific program or industry. When writing your Personal Statement, reflect on how this essay will enhance your résumé. Each applicant will tell their own story and why they are drawn to that particular program, therefore it is important that your story stands out.
It is recommended that applicants for SMF use the Writing Center and Undergraduate Career Development Office to help communicate experiences that will contribute to an application.
All SMF applicants must complete the following:
- Online Application Form
- Statement of Purpose uploaded to the online application form on why you would be a good fit as a member of the SMF program (maximum of one page, 1.5 spacing).
- Résumé uploaded to the online application form and a maximum of two pages.
- Interview with SMF faculty and staff
- Undergraduate Storrs Deadline to Apply: February 28, 2022 for the 2022-2023 academic year.
- Undergraduate Stamford Deadline to Apply: March 24, 2022 for the 2022-2023 academic year.
Students planning to participate in the interview process should have an awareness of the markets and the understanding that SMF is an additional time commitment. The Undergraduate Business Career Development Office provides many resources to help students prepare for interviewing, including mock interviews. Schedule your appointment with Career Development today!