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Application Process (Fall 2018)

Note: You must be logged into your Virginia Google account (@virginia.edu) to access any Google Drive files or forms linked below.


First round

  1. Submit an application with an investment long/short memo on a company not currently in our portfolio. Please use this template to create your memo; we ask that you upload your memo as a PDF document. You can upload it here in our application by Thursday, September 6th, 2018 at 11:59 PM EST.
    • Here is Nathan Lin's (current manager) Nvidia ($NVDA) investment long memo as an example. It's done well for us, yielding us ~500%.
  2. Fill out this interest form. Also, subscribe to our email list for more information if you haven't already done so.
  3. Attend one general information session (Monday, September 3rd from 7-8 PM & Tuesday, September 4th from 8-9 PM in Rouss & Robertson Halls 123). Attendance is taken during these information sessions, and we ask that you try to attend if you are interested in applying.

MII managers will extend a number of offers to the interview stage of the application process. These offers will be given based off candidates' applications and investment memos.


Second round

  1. Participate in one 15-minute interview with one to two MII managers. These will occur on the afternoon of Saturday, September 8th in Rouss & Robertson Halls (Commerce School).

After these interviews, MII managers will extend final offers to join the Investment Institute as part of the Fall 2018 Analyst class prior to General Body Meeting #1 (tentatively Tuesday, September 11th).

What we look for

  • Background in finance/investing is NOT required. This is a common misperception with our application process. While a knowledge or past experience does not hurt, it is taken into little consideration. We are much more interested that you are driven, intelligent, and have a propensity & willingness to learn.
  • Diversity of thought. Conspicuously, many of our members are pre-Commerce and Commerce. We, however, value other majors and disciplines as it adds to our diversity of thought. This diversity can help facilitate greater discussion and, hopefully, greater risk-adjusted returns. As such, we welcome and invite all majors – mathematics, statistics, psychology, history, computer science, anthropology, whatever interests you.
  • Innate interest to keep learning. We feel strongly that learning should never stop and hope that you feel similarly.
  • Intelligent and rational. Being smart is definitely a great step forward to being a good investor, but what is arguably even more important is being deeply rational. It is often more important to ask why something is the way that it is rather than merely appreciating it at face value.
  • Driven and hard-working. We ask a lot of our members. We hope that you are the type of an individual that has a demonstrated history of going above and beyond the requirement in order to the produce the best quality product you can.