Student Managed Fund

Student Managed Fund Team

Vision

The UTSC Student Managed Fund (the Fund) is an innovative joint venture between the Department of Management and the University of Toronto Scarborough (UTSC) Library Finance & Trading Lab. The Fund strives to engage BBA students in an experiential learning environment that bridges the gap between the academic theory of finance and industry practice, while enhancing recruitment opportunities. Students are able to gain experience managing an investment fund, participating in all stages of the investment process, from research and security election, to trading, reporting and compliance. Participating in the Fund will also prepare students for careers in global capital markets, in the fields of asset management, research, trading and execution, performance attribution, reporting, and investment banking. The Fund aspires to engage alumni to remain actively involved with the Fund as mentors, supporters, and advisors on a mutually beneficial platform and continue to build on the outstanding learning experience at the University of Toronto Scarborough.

Core Objectives

The primary objective of the Fund is to provide a platform for the brightest, most ambitious finance students with experience in all stages of the portfolio management process, from research and trading, to reporting and compliance, effectively preparing them for a career in global capital markets. The return objective of the Fund is to develop and manage a diversified portfolio which minimizes risk and maximizes growth to outperform its benchmark (S&P TSX Composite Index) in the long-run.

Join The Team

Each academic year, the fund will hire its investment team to conduct activities in all stages of the investment process. Investment team consists with portfolio managers and analysts. Please review the job descriptions below for an in-depth understanding about the roles.  

Portfolio Manager
Analyst

Contact Us

UTSC Student Managed Fund Senior Team

President: Tina Jiang

For any inquiries, or to apply for a position, please contact us at utsc.smf@gmail.com

Please note that job application only be accepted during the hiring period. We highly recommend you to approach to our team members for a quick responses of your questions.