Portfolio Team

AFS’s Portfolio Team consists of a semester-long training program designed for students with prior finance experience. The goal of the program is for students to gain project experience by working on a long/short stock pitch on a company of their choice upon approval from Portfolio Managers.

Portfolio Team members are expected to attend a mandatory weekly/bi-weekly meeting to discuss updates on their projects and share ideas with other team members.

Sample Timeline

  • Week 1: Intro Meeting

  • Week 2: How to Model an IPO

  • Week 3: Advanced LBO Breakdown

  • Week 4: How to Model a Merger?

  • Week 5: Convertible Bond Valuations

  • Week 6: Trading Strategies for Institutions?

  • Week 7: Final Presentations