Investment Society
Investment Society

Investment Society


University of Birmingham


The Investment Society is for anyone who is interested in a career or has a passion for finance and investing. We welcome all students from those studying finance/economics courses, those with previous professional experience in finance and especially those from a non-financial background but are keen to develop their knowledge and understanding of financial markets.

We aim to give advice and the skills needed for students to pursue: spring week placements, summer internships and graduate roles in the fields of Investment Banking, Asset Management and Hedge Funds. This is achieved by hosting practical skills workshops, guest speakers of finance professionals and the opportunity to network with like-minded students to help develop outside the theory of lectures.

In the 1st term, we aim to run both beginner and intermediate workshop sessions for enhancing our members understanding and practical skills: We will run sessions on Finance 101. This aims to build a bottom-up understanding of the basics of financial markets and investing to assist those with a beginner/no-knowledge level. Alongside this, we will host workshops equipping students with the skills to act as a fundamental equity Hedge Fund Analyst. Sessions will include idea generation in both equity long/short, financial and valuation modelling and ultimately broader portfolio risk management techniques.
In the 2nd term, we plan to put these newly learnt skills to the test with some competitions: An Investing/Trading competition where students will be able to manage a virtual portfolio (individually or in a group) against their peers and a stock pitch competition where students will be able to research, build and present their stock trade ideas.
Together, these skills sessions and competitions aim to help students from all backgrounds enhance their knowledge and understanding, as well as their CVs, moving forward to professional careers in the industry.

Finally, in addition to the Investment Society, with enough interested members, we aim to develop a subset of the society called the ‘Investment Fund’. The Fund will host meetings where members will be able to share ideas on current events in the economic world and the financial markets, the fund will also have a virtual stock portfolio where members can pitch ideas to be invested in.

Upcoming Events
The Committee