SMILE Fund Application

Want to Participate in the Student Managed Investment Learning Experience? 

SMILE Fund allows students to manage real investments:

The SMILE Fund is an equity fund managed entirely by students for UTC's UC Foundation. This is an invaluable learning opportunity that many universities do not offer. Only a select number of undergraduate students will be chosen each year to gain valuable exposure to the field of portfolio management. The SMILE Fund accepts applications from ALL majors across campus.

About the Application Process:

Approximately 52 students (majority juniors, then sophomores, and even interested freshmen) will be selected to participate in the SMILE Fund as either officers, lead sector analysts, or junior analysts. All selected students must commit to serve as a manager for three consecutive semesters (ex. Fall 2023, Spring 2024, and Fall 2024 semesters).

If you can only commit to two semesters because you will graduate in May 2024, please complete the application and email Dr. Holzhauer immediately about your graduation status. There is a chance that you could begin shadowing as a junior analyst immediately pending the quality of your application and if there is a position available.

To apply, follow the steps below:

Step 1: Fill Out & Submit Your Application

Students should use the button below to complete and submit the SMILE Fund application form. Click the button to open the application, fill out the fields, upload your resume (if you have one; it is OK if you do not) and then click the "Submit" button at the bottom of the form.

SMILE Fund Application

 

Note: If you encounter an error with the above form, a .pdf version is available here. You may fill this out digitally and email it to [email protected], or bring a physical copy to the fourth floor department head suite.

Step 2: Time Availability Poll

Applicants will receive a follow-up email requesting completion of a time availability poll.

Step 3: Personal Interview

Qualified applicants are short-listed for personal interviews before the final selection of student managers are announced.

For more specific information about the SMILE Fund, you may email the Faculty Advisor, Dr. Hunter Holzhauer.