The Finance and Investment Group was founded in the Fall Semester of 2009 when the Collegiate Finance Organization and Investment Society merged together. The mission of Finance & Investment Group is to present dedicated finance students with career opportunities in the field of finance and to introduce them to professionals in the business community. FIG also wants to increase their awareness of financial markets by providing students with valuable information, either through workshops or our Stock game competition.We have stayed true to our mission for the past 6 years and grown into the largest student organization in the College of Business.
Azucena Acosta is a junior double majoring in Finance and Information and Decision Sciences. At UIC she is part of the inaugural cohort of the Business Scholars Program and a member of the President's Award Program. This past year and a half, Azucena interned at the Illinois Hispanic Chamber of Commerce working under the Business Development Center. In her spare time, Azucena enjoys traveling, volunteering, and dancing.
Abhinaya Konduru is a junior majoring in Finance and minoring in Mathematics and Computer Science. Abhi was the previous president of FIG and this year she will be VP of investment. Her goal is to have PMT up and running by the end of next year. This summer Abhi interned at Goldman Sachs as a summer analyst. She is a team lead for Google Chicago Community Leaders Program. Aside from FIG, she is also an active member of Alternative Spring Break (ASB) and a frequent blogger for UIC College of Business. She is interested in going into Investment Management field but she is open to all opportunities. In her spare time she likes to take paint, play badminton, and watch TV.
Abdulaziz Abdirahaman is a junior majoring in finance and minoring in business analytics at the University of Illinois at Chicago. Last summer he interned at Bank of America Merrill lynch corporate and investment banking division as summer analyst. This coming summer he is also going to intern at Caterpillar in their corporate finance industry. Over the past year he participated in PMT as research analyst. He also has a passion for investments banks, entrepreneurship and asset management and hopes to work in one of the big financial institutions. Having a finance degree from a respected school like UIC will set you up to start your own business if you have an entrepreneurial ambition in future, which is his long-term goal.
Justin Monaco is a junior at the University of Illinois at Chicago where he is majoring in Finance with a concentration in Wealth Management. His interest in finance began during the summer of 2014, when he had the opportunity to Intern for Merrill Lynch's Global Wealth & Investment Management firm. For 5 months, he worked alongside a strong advisory team that mentored me by installing their core beliefs of why they are passionate for what they do. This is why he is striving to become one of Chicago's must most reliable financial advisor.
Gabriella Santoyo is a junior majoring in Finance and minoring in Mathematics and Computer Science. Her previous experience was working as student coordinator for UIC's Business Scholars Program. She interns at an education technology start-up company, and is a current ambassador for Intern Queen, the brand. She is the co-creator of a college scholarship program at her previous high school, Chicago Bulls College Prep. She has also been involved with other organizations such as the Chicago Scholars Foundation, the Wood Family Foundation, Resident Hall Association, and the Business Student Advisory Board. Her current role in FIG is to help execute and plan all events for the organization. Fun fact is that she spent Spring 2016 studying business in Shanghai, China.
PMT is a student-run investment team that will actively manage capital in an effort outperform certain market benchmarks. It was created in an effort to further advance the practical knowledge of UIC Business students through analyzing and investing in financial markets. PMT seeks to educate students through the creation and management of a student fund that will progress the individual and school as employers undoubtedly seek out more practical talent in finance.
PMT will invest in five different sectors: Technology, Consumer Goods (Industrial, Durable, Non-Durable), Healthcare, Financial Services, and Energy (including Alternative, Oil, Gas, and Wind). Each sector will have a dedicated team led by a sector manager and core analysts. Each week, sectors will be responsible for proposing one investment idea. It must be well researched and the presentation will provide measures for entering and exiting all trades complete with risk levels and portfolio benchmark weights and returns.
A portfolio manager will be head of the group. They will take weekly investment proposals to the Finance and Investments group's advisor for final investment approval. They will call on votes for proposals and determines the final recommendations of the group. They can also indicate companies of interest that will lead the group’s strategy. This person will be responsible for the group's success and must communicate effectively both to administration and students. They should be quick to identify areas of project management and team dynamics that need improvement and be proactive about resolving those.
Three portfolio analysts will also manage all sector report and performance, helping determine weights of sectors prior to investing and keeping track of risk measures. This is a job made for highly analytical people comfortable with keeping track of many numbers and interested in managerial reporting.
Anyone with a finance, accounting, or IDS major is strongly encouraged to join as this opportunity will advance themselves professionally as well as their own university. However, PMT is looking for candidates that not only exhibit current interest and experience in investing but also possess the passion for learning and advancement that will keep them engaged in developing the fund and its holdings.
Members can expect to spend three hours a week with PMT. One hour of this will be spent in our weekly meetings Wednesday evenings, in which sectors present their weekly stock picks. The other two hours will be spent preparing for weekly all-member meetings. Members will be expected to spend one of these two hours with their sectors preparing presentations and selecting sector picks and another hour spent on individual research. This three hour time commitment is a MINIMUM expectation. Sector leaders may mandate that more time is needed individually each week, and quality work is expected from each analyst and not just portfolio leadership.
PMT application is currently closed. If you have any questions or still interested in joining, please reach out to Abhinaya Konduru - VP of Investments (email@example.com).
Intern application is currently closed. If you have any questions or still interested in joining, please reach out to FIG at firstname.lastname@example.org