Join us for the opportunity to make real investment decisions
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 £50,000 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, Blackrock, Goldman Sachs, Rothschild & Co, Morgan Stanley, and SIG.
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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
SMF CEO (2019-20)
- 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
Details of the fund’s activities, investments and performance can be downloaded here:
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:
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.
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/qsmf2021
Alternatively, to apply for an executive committee position please complete the form http://go.qub.ac.uk/qsmfexec2021. 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 Thursday the 30th September. Shortlisted candidates will be invited to attend a short (virtual) interview, provisionally to be held early on week commencing 6th October.
Notification of future activities will be sent via email after an Executive Committee has been formed.