Student Managed Fund
Overview
Queen’s Student Managed Fund (QSMF) provides students with the opportunity to manage and operate a real-money investment portfolio. Established in 2012, the fund transitioned to a real money fund in April 2016. Students currently manage funds of around £70,000 through one of our Gold Sponsors, Davy Group, Ireland's leading provider of wealth management, asset management, capital markets and financial advisory services. QMSF is also generously supported by Gold Sponsor, Citco, the world's largest hedge fund administrator.
The primary aim of the fund is to develop skills, provide practical experience, and to enhance career opportunities. Using the FinTrU Trading Room, students make all investment decisions with guidance provided by the faculty Oversight Committee.
Queen’s is one of only a handful of UK and Irish Universities offering students such an experience ensuring they have more of an edge in the global jobs market. As a fund, we seek to achieve consistent long term positive returns by optimally managing downside risk in a responsible manner.
The hierarchical structure of the fund creates opportunities for students with varying levels of experience, and also for progression within the fund. Active participation in the fund has been instrumental in helping fund members secure highly competitive roles, with recent alumni having secured positions in companies such as Davy, Citco, Blackrock, Goldman Sachs, Rothschild & Co, Morgan Stanley, and SIG.
For further information please see https://www.linkedin.com/company/queens-student-managed-fund or email a.hanna@qub.ac.uk.
Securing the most sought-after roles in finance has always been characterised by gruelling processes and long odds. Candidates are expected to have strong academic records, skill sets that include the quantitative and qualitative, a passion for markets and talking points on their CVs that differentiate them from their peers. There are few activities students can do that embody and exhibit those skills and characteristics more than QSMF. Moh Musa, Equity Analyst at Citadel Securities
SMF CEO (2016-17)
The Student Managed Fund continues to be a valuable learning tool, focusing on the fundamentals of equity valuation. Our analysts continue to report that their experience in the fund plays an instrumental role in their ability to secure top internships, placements and graduate jobs. Megan O’Hanlon, Investment Analyst at Davy
SMF CEO (2019-20)
Gold Sponsors:
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Established in 1926, the Davy Group is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. Our vision is to be the financial services partner most trusted by our clients and most admired for our people. We are committed to delivering world-class outcomes for our clients – whether they are individuals, businesses or institutions. We are over 800 people, managing €14bn+ of client assets, with offices in Dublin, Cork, Galway, Belfast, London, and Luxembourg. We are one team, always growing, putting our clients first. |
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The Citco group of companies (Citco) is a network of independent companies worldwide. These companies are leading providers of asset servicing solutions to the global alternative investment industry. With over $1.5 trillion in assets under administration and over 8,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for more than four decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, etc. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry |
Highlights
Highlights include:
- Annual General Meeting
- Industry Hosted Pitching Events and Masterclasses
- Annual Report
- Technical training (Bloomberg Market Concepts)
- Peer learning opportunities
- Soft skill development
- Networking opportunities with industry professionals
Fund Performance
Details of the fund’s activities, investments and performance can be downloaded here:
CFA Challenge
Participation in the fund is excellent preparation to take part in the CFA Research Challenge. Each year, the School enters a team to complete in the Irish competition, with winners progressing to a European and (potentially) global final. So far, the school has entered two winning teams:
Join
Queen's Student Managed Fund is open to all QUB students from any discipline and level of study. Roles within the fund are Analyst, Senior Analyst, Sector Head and Executive Committee Member. As with other QUB clubs and societies, a membership fee of £5 applies.
To apply for an analyst role, you don't need any experience or knowledge of investing (although of course these help), but you will need to be willing to put in the time and effort to learn, support your team and produce reports. You can choose which sector team you would like to be part of (for example industrials, financials etc) but this cannot be guaranteed.
To apply for a student executive committee role, you must have some level of experience and knowledge in investment and ideally some management skills.
2024/25 Applications
Applications for 2024/25 are now open. If you are interested in taking on a non-executive role within the SMF (from analyst to sector head) please simply register your interest via http://go.qub.ac.uk/qsmf2024.
Alternatively, to apply for an executive committee position please complete the form http://go.qub.ac.uk/qsmfexec2024. You are also required to submit a single A4-page analyst report on a stock of your choice. The deadline for applications is 5pm on Wednesday the 25th September. Shortlisted candidates will be invited to attend a short interview, provisionally to be held on Friday 27th September.
Notification of future activities will be sent via email and posted on LinkedIn.