JWU Finance & Investment Academy - Internship Pays Dividends



Wildcat Investment Value Fund (WIVF) 

Company Profile

The FIA is a JWU student organization originally proposed by Matthew Ross ‘14, Marquis Cooper ‘14, & Devin Rainone ‘14 who worked with Professor Jean Holt to set up the business plan for the creation of the organization.

WIVF Interns at EMpore Wealth Strategies

WIVF Interns at EMpore Wealth Strategies

In June 2015, FIA leadership pitched their five-step strategic plan to the JWU Board of Trustees and won support for allocation of monies from the 2016 endowment to fund the Wildcat Investment Value Fund (WIVF).

The WIVF runs based on a 9 student internship team. These students participate in a 13.5 credit internship spread over 3 terms. The teams organizational structure is comprised of 5 sector analysts, 3 senior members of the operating committee, and 1 portfolio manager. They are monitored by an advisory committee comprised of 3 university members and 3 industry members. The faculty advisor also serves as the internship advisor. 

FIA members are trained on the Kantor Challenge, a portfolio management training platform as well as an advanced Excel boot camp to master financial modeling.  Student members can attend the Global Asset Management Education (G.A.M.E.) Forum in NYC, and the JWU Career Chat where they connect to employers and mentors in the financial field; both held annually.

Succession Planning

FIA members are responsible for their own succession planning and as such have formal positions within an organizational chart with job descriptions assigned to them. If they want to move up within the organization they need to mentor a student to replace them when the time comes.  

FIA Alumni Advisory Board

Current FIA members know that they will continue to grow with the support of an alumni advisory board. The advisory board provides opportunities for the students to network and connect with potential future careers and provides the alumni with opportunities to continue to stay involved with FIA. Members of the alumni board include:

Robert Amoruso '11 Founder & Managing Partner at Gideon Strategic Partners
Nichelle Appleby '07 Compensation Consultant Americas at Sutherland
Patrick Avery '16 Financial Analyst at Citizens Financial Group, Inc.
Alec Bennett '16 Advisory Operations Specialist at Park Ave. Securities
Marquis Cooper '14 Audit Associate at Gray, Gray, & Gray LLP
Shelley Criswell '11 Investor Relations Associate at Gapstow Capital Partners
David Gonzalez '06 Director of Business Intelligence at the Jewish Federation of Greater Los Angeles
Khakali Olenja '11 Senior Consultant at EY
Colin Flynn '14 Credit Research Associate at Loomis, Sayles & Co.
Ben Kantor '15, Assurance Senior at EY
Drew Kariofiles '16 Registered Client Services Associate at UBS
Matthew Ross '14 Senior Performance Improvement Consultant at Protiviti                 
Devin Rainone '15 Global Markets Intelligence Analyst at Ipreo
Greg Soltes '16 Controller at Choice Local
Vincent Staletti '16 Financial Analyst, IGT

Want more? Visit link.jwu.edu > jobs & internships > find an internship to learn more about the importance and how to apply for internship. This is a starting point. To learn more see an experiential education coordinator.