Investment Associates

Building skills, connections, and confidence for the next generation of finance leaders.

About UFA Investment Associates

The University Finance Association (UFA) Investment Division is a student-led organization dedicated to providing tangible skills, building networks, and preparing for high-finance recruiting: all within an ambitious and collaborative community. We are a tight-knit group of underclassmen passionate about finance.

At UFA Investing Associates, our goal is to bring together students who share a genuine passion for finance. Through hands-on learning and mentorship, we provide experiences in portfolio management, financial modeling, and equity research. By fostering collaboration and growth, we help our members build lasting friendships and prepare with confidence for careers in high finance.

MISSION

MISSION

Why Join Investment Associates?

  • Mentornship

    Our mentorship model pairs you with experienced analysts and upperclassmen who guide you through everything from stock analysis to career preparation. Whether it’s learning valuation techniques, improving pitch skills, or navigating recruiting, you’ll have direct access to mentors who’ve been through it before.

  • Market Watch

    Stay sharp and up-to-date with weekly Market Watch. Associates track economic trends, analyze key companies, and discuss major news stories impacting global markets. These sessions sharpen your ability to think critically and communicate effectively about financial developments.

  • Stock Pitch

    Put theory into practice by building and presenting professional-grade stock pitches. Associates collaborate in teams to research companies, evaluate performance, and present to peers or industry professionals. This hands-on experience gives you the tools to excel in internships, competitions, and future careers in investment banking, asset management, or consulting.

What We Offer

  • Learn by managing real investments.

  • Build technical skills through practice.

  • Sharpen analysis and communication.

  • Apply concepts to real-world problems.

  • Take initiative and guide projects.

  • Navigate the recruiting process with confidence.

Where our Associates have Placed