Why join the royals investment fund?
This student-managed investment fund provides real-world experience for students that will be utilized far beyond their time as a student. It brings classroom learning to life, challenges students to take ownership over decisions, and builds confidence in research, communication and analytical skills.
Whether it comes to writing long-reports, utilizing tools like FactSet, sharpening teamwork skills, bringing innovation to marketing efforts, or working directly with investors, being part of the Royals Investment Fund is a direct investment into your future.
“Big takeaways come down to learning more of the fundamental details of investment management, how to communicate clearly within the team and to external partners and clients, and identifying what factors are important to key in on when researching companies. The Royals Investment Fund takes our textbook and classroom learning and puts it into practice.”
Looking to join the TEAM?
application process
Submit application form
Interview to follow (invitation only)
Final decision announced - End of each semester
The Royals Investment Fund is comprised of three teams.
Research Analysts
Recommend equity purchases based on intrinsic value
Support equity valuations with qualitative and quantitative analysis
Structure the portfolio to outperform the blended benchmark
Track the intrinsic valuation of the companies in our portfolio and watchlist to inform effective portfolio decisions
Investor Outreach & Marketing
Identification of growth opportunities for the Royals Investment Fund
Professional presentation and communication for the Fund
Professional communication with current and potential investors
Growth of awareness and online presence of the Royals Investment Fund through the utilization of marketing techniques
Design and implementation of the Annual Report
Operations & Risk Management
Assist the Risk & Ops team in monitoring assets and sector allocation of current holdings
Assist the research team to understand the impact of potential new securities on the current portfolio
Demonstrate visibility and initiative by identifying valuable project ideas and working hard to ensure accuracy and completion.
Requirements
Minimum GPA of 3.0
Full-time student
Available during Community Time every week (Tuesday & Thursday 1:20 PM - 2:10 PM)