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Analyst Opportunities

The Maize & Blue Endowment Fund is currently extending analyst opportunities to undergraduate students. Acceptance into the fund is highly competitive, requiring an application and interview.  We are looking for candidates that are serious about investment management and willing to commit a substantial amount of their time and energy to the Fund. The Fund has weekly meetings on Tuesday nights from 6:30 to 9:30 throughout the fall and winter semesters, with the opportunity for members to earn up to 4.5 academic credit hours.

Fall 2019 Application Process:

Application Due Date – Sunday, 29 September, 11:59PM EST

Submit your completed applications + resume to MBEFPresidents@gmail.com
Feel free to attach any supplementary documents that you deem important for your candidacy

Strong applicants will be notified if they are selected for an interview. Please reach out to Nicholas Kuchar (nakuchar@umich.edu) or JD Nassab (jdnassab@umich.edu) with any questions you may have about the recruitment process.

Application

1) To what extent are markets efficient? Given your stance, how would you, as a midcap equity money manager, allocate capital? (250-word limit)

2) Please analyze any U.S. company with a market capitalization between $500 million and $10 billion and provide a Buy or Sell recommendation with a price target. Your response should include a one page investment thesis, rationale, and some form of valuation work. Responses, excluding exhibits and outputs, should be limited to 1-2 pages, single-spaced, Times New Roman font 10, narrow margin.

Shown below is a list of companies in our portfolio that you can work on, however, feel free to analyze any company that fits the above parameters.

  • Consumer Discretionary: CRI, MNST, YETI
  • Entertainment: LSXMK, EA, CHDN
  • Healthcare: AMRN, KALA, DXCM
  • Industrials: PWR, SEDG
  • Other: VICI, THS, PBH, SQ, SUI, NVDA, OTEX

The purpose of this application is to assess both the skills and dedication of each candidate.  Satisfactory answers will be thoughtful and demonstrate a superior ability to understand key investment considerations and valuation concepts. Collaboration with other students, with the exception of Nicholas, and JD, is strictly prohibited.