DIVISIONS

The Asset Management division (“AM”) follows both bottom-up and top-down investment approaches on differentiated public companies screened by GIR and those sourced directly by AM. The Asset Management division is comprised of two teams: the Portfolio Team and the Deal Teams. AM seeks to provide its members with technical skills for job placements in high finance including investment banking, private equity, and investment management.

The Portfolio Team uses a set of proprietary screening criteria to source potential investment opportunities, in addition to managing IC’s stocks portfolio. The Deal Teams conduct further due diligence on investment opportunities recommended by GIR and the Portfolio Team whose findings are presented to the Investment Committee of IC in seeking approval to purchase the stocks of the underwritten businesses. 

The Global Investment Research division (“GIR”) publishes bi-weekly research reports designed to provide a holistic overview of the prior two weeks of the market while presenting prospective investment opportunities by sector. GIR seeks to provide members with fundamental skills necessary for successful placement in competitive recruitment processes, including equity research, asset management, hedge fund, and sales & trading.

Sector-specific teams conduct in-depth research on a specific public company and present investment merits and risks in a concise one-pager outfitted with integrated DCF analysis outputs and a python-programmed price graph. The reports are assessed by the Asset Management division to determine if future diligence is necessary to pursue an investment in a manner that simulates the real-world sell- and buy-side process.

The Executive Office division (“EO”) is the core division within IC focused on the organization’s inner workings to ensure optimal integration across all functions. Besides building and preserving IC’s culture, EO also partners with other student organizations to source high-impact opportunities to showcase USF’s talent pool and facilitate students’ professional development.

The Wealth Management division (“WM”) was formed from a merger between the Investment Club at USF and the Financial Planning Association in the Fall 2022 semester. The introduction of WM fulfills IC’s vision to provide students interested in personal financial planning with the technical and interpersonal skills to succeed in client-focused careers. WM members will research various elements of personal finance, including budgeting, building credit, emergency funds, tax-efficient investing, savings for short-term goals, and insurance strategies.

As our newest division, Placement is dedicated to increasing placement rates across finance through individualized support through every stage of the interview process. It is committed to elevating recruitment success rates at USF by equipping students with the necessary tools and guidance to excel in the competitive internship landscape.