Year-to-Year Finance Guide

Participate in Business First-Year Career Cohort Program to learn about finance and other business career pathways

Compete in the Fixed Income Competition to learn about this exciting financial product and develop a portfolio recommendation

Leverage Pitchbook, LinkedIn, and other networking tools to reach out to small finance firms for first-year summer internship opportunities. Sample employer types you should reach out to include:

• Search funds

• Boutique investment banks

• Private equity firms

• Hedge funds

• Venture capital firms

• Real estate investing firms

• Economics or finance research opportunities

Participate in Winter Quarter “Introduction to Finance” Career Course to dive deeper into finance career pathways

Apply for a selective one-year or multi-year finance career program: Financial Markets, Private Equity, or Restructuring Finance

Compete in the First Year Investment Pitch Competition to develop and pitch an investment recommendation

Participate in Spring Quarter “Investing Banking”, “Sales and Trading”, or “Asset Management” Career Courses to prepare yourself for recruiting for these fields next year

Apply for Local Career Trek to Readystate Asset Management featuring senior leadership sessions, small group activities with professionals

Compete in the Brevan Howard and UChicago Digital Assets Trading Competition to gain experience in the crypto space while learning to manage a portfolio

Compete in UChicago Stock Pitch Competition to present an investment recommendation to a panel of senior industry professionals

Start completing key modules in the Wall Street Prep online platform to prepare for finance recruiting (e.g., accounting fundamentals)

Complete key modules in the Wall Street Prep online platform to prepare for finance recruiting (e.g., accounting fundamentals)

Attend the AI in Finance Forum in NYC to learn about applications of AI across financial services and network with industry professionals

Compete in the AI-Enabled Investing Competition in NYC directly after the AI in Finance Forum to showcase your AI skills

Participate in a Finance Immersion Program:

• Asset Management

• Finance and Investment Banking

• Private Markets Program

• Restructuring Finance

• Trading

• Venture Capital

Participate in Fall Quarter “Asset Management” Career Course to prepare yourself for recruiting for elite asset management firms, hedge funds, etc. (e.g. Bridgewater, Millennium)

Attend a peer adviser led-sub-industry technical prep series:

• Generalist Banking

• Product and Group Specific Banking (e.g., FIG, RX)

• Capital Markets

• Equity Research

• Real Estate Investing

• Institutional Sales & Trading

• Publics Investing and Hedge Funds

• Venture Capital

Attend Sophomore Finance and Buy-Side Networking Nights to network with industry professionals from top firms

Compete in the Fixed Income Competition to learn about this exciting financial product and develop a portfolio recommendation

Leverage Pitchbook, LinkedIn, and other networking tools to reach out to small finance firms for first-year summer internship opportunities. Sample employer types you should reach out to include:

• Search funds

• Boutique investment banks

• Private equity firms

• Hedge funds

• Venture capital firms

• Real estate investing firms

• Economics or finance research opportunities

Leverage Finance Peer Advisers and Career Advisers for interview preparation

Attend a peer adviser led-sub-industry technical prep series:

• Equity Research

• Wealth Management

• Publics Investing and Hedge Funds

Attend the Off Cycle Recruiting: Perspectives from Upperclassmen to learn from students that secured finance offers outside of the traditional recruitment cycle

Apply for UChicago Trading Competition for an opportunity to showcase your algorithmic trading skills

Participate in a finance competition to continue building your financial acumen:

• UChicago Stock Pitch Competition

• Brevan Howard and UChicago Digital Assets Trading Competition

• UChicago Trading Competition

• Private Equity Deal Pitch Competition

Leverage Finance Peer Advisers and Career Advisers for interview preparation

Participate in Spring Quarter “Asset Management” Career Course if you’re pivoting into asset and wealth management recruiting

If recruiting for APAC and Europe based roles, start identifying target firms and begin networking!

If recruiting for APAC and Europe based roles, network and apply for opportunities as they open in the Summer

Attend the AI in Finance Forum in NYC to learn about applications of AI across financial services and network with industry professionals

Compete in the AI-Enabled Investing Competition in NYC directly after the AI in Finance Forum to showcase your AI skills

Participate in a Finance Immersion Program:

• Asset Management

• Finance and Investment Banking

• Private Markets Program

• Restructuring Finance

• Trading

• Venture Capital

Compete in the Fixed Income Competition to learn about this exciting financial product and develop a portfolio recommendation

Attend the Off Cycle Recruiting: Perspectives from Upperclassmen to learn from students that secured finance offers outside of the traditional recruitment cycle

Prepare yourself for your third-year internship by completing Wall Street Prep’s advanced series (e.g., modelling for FIG)

Participate in a finance competition to continue building your financial acumen:

• UChicago Stock Pitch Competition

• Brevan Howard and UChicago Digital Assets Trading Competition

Leverage Finance Peer Advisers and Career Advisers for interview preparation

Prepare yourself for your third-year internship by completing Wall Street Prep’s advanced series (e.g., modelling for FIG)

Attend the AI in Finance Forum in NYC to learn about applications of AI across financial services and network with industry professionals

Compete in the AI-Enabled Investing Competition in NYC directly after the AI in Finance Forum to showcase your AI skills

Attend the AI in Finance Forum in NYC to learn about applications of AI across financial services and network with industry professionals

Compete in the AI-Enabled Investing Competition in NYC directly after the AI in Finance Forum to showcase your AI skills

Participate in a Finance Immersion Program:

• Asset Management

• Finance and Investment Banking

• Private Markets Program

• Restructuring Finance

• Trading

• Venture Capital

Compete in the Fixed Income Competition to learn about this exciting financial product and develop a portfolio recommendation

Attend the Off Cycle Recruiting: Perspectives from Upperclassmen to learn from students that secured finance offers outside of the traditional recruitment cycle

Prepare yourself for your third-year internship by completing Wall Street Prep’s advanced series (e.g., modelling for FIG)

Participate in a finance competition to continue building your financial acumen:

• UChicago Stock Pitch Competition

• Brevan Howard and UChicago Digital Assets Trading Competition

Leverage Finance Peer Advisers and Career Advisers for interview preparation

Prepare yourself for your third-year internship by completing Wall Street Prep’s advanced series (e.g., modelling for FIG)

Congratulations Graduates!