CapitOx Fundamental Strategies Fund (FSF) is Oxford’s premier equity long-only student managed investment fund. Our fund comprises of over 30 Fund Analysts and Portfolio Managers - most of whom graduated from our Finance Academy and/or have prior finance experience. Our live FSF also gives students practical experience on how to manage a student portfolio with real money being traded.
Fund Analysts will be part of a sector team that comes up with one stock pitch per term. Teams identify the most attractive investment opportunities by sector, using research tools like Capital IQ and Bloomberg that professionals utilise on a day-to-day basis. Our strongest fund analysts have graduated to top investment firms. Fund Analysts spend 2-8 hours a week, with the distribution of work tending towards Week 7 & 8, when analysts are preparing to pitch their stock to a panel of external judges.
Our Trinity Term Pitch Day was judged by Ben Uglow, an ex-Morgan Stanley MD, and Farzad Limki, a Portfolio Manager at Millenium. Analysts can expect to conduct and see through the full investment process - from ideation, industry analysis, complete financial modelling (DCF, 3-Statement), pitching, positioning, and investment follow-up. Portfolio Managers work on analyst development and contribute to the teams equally. Most importantly, you can look forward to a whole slew of socials and events throughout the term - last term saw Junkyard Golf, Poker, Pizza and several team dinners!
We are looking for students who have some experience in financial modelling, and who are eager to learn more about Investment Banking and finance in general. Skills in Excel and PowerPoint are ideal but not necessary. Most importantly, we are looking for students who are eager to learn, work in a team, and forge strong friendships.
Applications open on the 6th of October, and will close on the 17th of October. Interviews and offers are given on a rolling basis.
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