Student Investment Fund
Combine finance theory with hands-on investment experience through the Student Investment Fund (SIF) program. The SIF is located within our own investment boardroom, fitted with five comprehensive Bloomberg Professional terminals. This will provide you with professional, relevant investment experience within an academic setting.
Students can participate in the SIF for up to two-years. In the first year, students are assigned as Equity Analysts to the fund, responsible for conducting research and generating trades. In the second year, returning students are assigned as Fund Managers with additional responsibilities for the overall portfolio. Students also receive academic credit- with each year credited as a three credit-hour full-year course.
Participation in the program will also prepare you to challenge the Level 1 and/or Level 2 exam for the Chartered Financial Analyst® (CFA) designation- the leading global credential for investment professionals.
One of the largest student investment funds in Canada
The SIF launched in 1998 with $1 million and has grown to over $15 million. Students engage with professional portfolio managers and drive investment decisions based on their ongoing research and analysis of the markets. Our students were the first Canadian team to win first place in the CFA Institute North American Research Challenge.
Student investment fund participating students
Alexi Melanson
I am an accounting and finance student with three internships of experience in corporate finance, financial modeling and data analysis.
Alongside maintaining a strong academic performance at the University of New Brunswick, I served as Vice President of UNB’s Finance Club and have held several leadership roles in student organizations, demonstrating my commitment to both academic excellence and community involvement.
Work experience
- J.D. Irving, Limited: Summer Financial Analyst, Corporate Financial Planning & Analysis (2023 & 2024)
- J.D. Irving, Limited: Summer Data Analyst, Master Data Management (2022)
- Amsterdam Inn & Suites: Internal Auditor (2020 & 2021)
Aman Goel
Currently pursuing an MBA specializing in Venture Commercialization and Investment, I aim to apply my expertise in financial analysis and personalized portfolio strategies to empower clients in achieving their financial goals.
With CFA Level I and hands-on experience in managing multi-million-dollar funds, I am eager to contribute to the investment banking industry by delivering innovative, data-driven insights and exceptional client support.
Work experience
- September - December 2024: Teaching Assistant - Professor Alireza Tajbakhsh, UNB (Business Data Analytics)
- April - August 2024: Market Analyst - Anessa Biogas Software - New Brunswick, Canada
- April - October 2022: Relationship Manager - HDB Financial Services - Delhi, India
Benjamin Jensen
I am a dedicated student with aspirations in assets management, focused on a clear path toward earning the CFA designation.
With a strong interest in financial markets and a keen understanding of economic dynamics, I am committed to building a successful career in the finance industry.
Work experience
- May - Aug 2024: Financial Planning & Analysis Summer Intern, JD. Irving Limited.
- May - Aug 2023: Accounting Summer Student, JD. Irving Limited
Charles Jackson
I am an ambitious and detail-oriented student specializing in finance and economics, with experience in private equity. I take pride in my strong work ethic, well-developed interpersonal skills, and self-driven character.
My various leadership roles and background as a high-level athlete and entrepreneur underscore my ability to thrive in competitive, fast-paced environments. With a passion for finance, I aim to pursue a career in investment banking.
Work experience
- Incoming Summer 2025: Investment Banking Summer Analyst - NewPoint Capital Partners Inc. - Toronto, ON
- May 2024 - July 2024: Private Equity Summer Analyst - SeaFort Capital Inc. - Halifax, NS
- September 2023 - April 2024: Venture Capital Analyst - Fraser Student Venture Fund - Fredericton, NB
- May 2023 - August 2023: Market Intelligence Summer Analyst - Irving Oil Ltd. - Saint John, NB
- February 2020 - April 2024: Owner and Founder - Treadwell Lake Streetwear - Saint John, NB
Denis Itamar Tichonov
Raised by entrepreneurs, I was immersed in the business world from a young age. My passion for finance and investments was ignited through my studies in the BBA program at UNB where I exceeded expectations in my finance courses, rooted by a deep interest and passion for the subject.
Committed to continuous learning and professional growth, I am eager to apply my knowledge and excel in the finance industry while gaining valuable experience.
Work experience
- Jul. 2023 - Present: Sale Representative - Dani's Furniture
Kenil Manishbhai Makani
Aspiring finance professional with a robust academic foundation, pursuing Honours in Finance, a Major in Economics, and a Concentration in Accounting at the University of New Brunswick, with an anticipated graduation in May 2025.
My diverse experiences, including managing the Real Estate Investment Trusts (REITs) portfolio within UNB’s Student Investment Fund and completing co-op positions at Vestcor and Irving Oil, reflect my commitment to excellence and dedication to expanding my knowledge and hands-on professional expertise.
Work experience
- May 2024 – August 2024: Equity Investment Co-op Student, Vestcor
- January 2024 – April 2024: Quantitative Analyst Co-op Student, Irving Oil
- September 2023 – April 2024: Teaching Assistant - Business Statistics, University of New Brunswick
- January 2023 – August 2023: Investment Performance Analyst Co-op Student, Vestcor
Khalid Hamid
Aspiring trader driven by curiosity and a passion for the markets.
Work experience
- 2024 - now : Sales and Trading Fall Analyst, Scotiabank Global Asset Management
- 2024: Software Engineering Intern, Genesys
- 2022: Software Engineering Intern, Cvent
Khoi Pham
Driven by a lifelong passion for learning and a commitment to excellence, I bring 3+ years of extracurricular leadership experiences and a diverse skill set to the finance industry.
With knowledge in financial modeling, data analytics, financial technology and even digital marketing, I am always striving to leverage new knowledge for collaborative achievement and deliver exceptional outcomes.
Work experience
- September 2024 - present, Teaching Assistant - Marketing Management, Faculty of Management
- June - August 2024, Strategic Communications Co-op, Royal Canadian Mounted Police
- December 2023 - August 2024, Economics Research Assistant, Dr. Herbert Emery, Professor
- September - December 2023, Business Statistics Tutor, Business Administration Undergraduate Society
- January - April 2023, Accounts Payable Co-op, Irving Oil
Milena Farias Ramirez
I’m a third-year BBA student specializing in Finance, excited to build a career in the finance sector. My academic journey, combined with a wide range of practical experiences, showcases my dedication to personal growth and professional development.
Alongside my studies, I currently hold the position of VP of Finance and Operations with the UNBSU Student Union, where I am gaining valuable experience.
After graduation, I am excited to pursue opportunities in the finance industry and thrive in its challenging environment.
Work experience
- 2024-2025 - University Of New Brunswick Student Union, VP Finance and operations
- 2023-2024 - University Of New Brunswick Student Union, VP Academic
- September - October 2020 - Stamford Medical, Administration Internship
Mohamed Raashid Razick Anver
As an accomplished BBA student specializing in Finance and Accounting at the University of New Brunswick (UNB), I bring 1.5 years of experience in Internal Audit and 4 months in Industry Analytics, driven by a passion for solving complex problems and delivering business success.
I thrive on adaptability, resilience, and a fast learning curve, allowing me to navigate challenges effectively. My blend of academic achievements and hands-on experience reflects my commitment to excellence and delivering meaningful, high-impact results.
As I approach the end of my studies at UNB, I’m eager to apply my skills and insights to make a significant contribution in the finance and business sectors.
Work experience
- October 2019 - December 2019, Intern Credit Control Executive, FedEx Sri Lanka
- September 2021 - December 2021, Finance Intern, Opportunities New Brunswick
- January 2022 - December 2022, Finance Intern (Internal Auditor), Shaw Communications
- September 2023 - February 2024, Finance Intern (Internal Auditor), Rogers Communications
Muhammad Jahanzaib
I am a dedicated student specializing in Finance and Accounting at UNB, with hands-on experience in a fintech startup, quantitative financial analysis, and public accounting.
My active participation in the Student Investment Fund program and the UNB Investments Committee highlights my passion for finance and investments.
I am particularly enthusiastic about leveraging technology to develop innovative financial solutions. Outside of academics and professional pursuits, I am an active member of the UNB Sailing Team and enjoy rock climbing.
Work experience
- August 2024 – Present: Student Representative - UNB Investments Committee
- December 2023 – Present: Research Assistant - MQIM 6602, Master in Quantitative Investment Management
- September 2023 – August 2024: Junior Fintech Business Lead - Profitual
- May – September 2023: Vice President Finance - UNB Business Administration Undergraduate Society (BAUS)
- January – August 2023: Assurance Co-op - Doane Grant Thornton
Nathan Groom
With roots in an entrepreneurial family, I am a finance professional who first discovered a passion for investments through early exposure to the stock market, influenced by my grandfather.
Interested in further expanding my expertise, I am exploring opportunities in the wealth management and advisory sector to enrich my understanding and make a significant impact for my clients within the financial markets
Work experience
- May 2024 - August 2024 Financial Analysis Summer Student, Cooke Aquaculture Inc.
- April 2019 - August 2021 Sales Floor Associate, Kent Building Supplies.
Nicholas Harvey
With a driven personality and a passion for finance, I am eager to dive into the industry and continuously expand my knowledge.
My commitment to learning and success motivates me to take on new challenges, and I am excited to grow and thrive in the world of finance.
Work experience
- April 2024 - Present: Wealth Management Intern - RBC Dominion Securities
- April 2020 - October 2021: Sales Associate - Savages Bike Shop
- May 2016 - Present: Owner/ Operator - Harvey Enterprises
Ross Briggs
I am a highly motivated finance student with a strong passion for investment and a demonstrated commitment to excellence. In addition to my academic achievements, I am also actively involved in extracurricular activities and leadership roles.
My diverse experiences reflect my dedication and commitment to professional development. I am eager to leverage my education and experience to make meaningful contributions in the field of finance.
Work experience
- Summer 2023/2024, Transmission Planning Student, NB Power
Sam Volpé
I am an enthusiastic finance student with a passion for financial markets and investment strategies. Actively engaged in learning about finance, I seek to apply knowledge through hands-on experience with the student investment fund, continually exploring ways to enhance my understanding of the industry.
Along with my interest in finance, I value the importance of strong customer relationships and am committed to delivering service that exceeds client expectations. My drive for growth in the financial world motivates my personal and academic development.
Work experience
- May - August 2024: Municipal Infrastructure Associate, City of Fredericton
- April - August 2022: Founder and Operator, Car Detailing
- June - August 2021: Roving Constable, Elections Canada.
Son Viet Nguyen
I am a passionate finance professional in finance with diverse experience in advisory.
I am currently an MBA Candidate, ACCA Affiliate, and CFA Level I achiever. I would love to discuss on finance, markets, equities, fixed incomes, taxation, economics, and anything that sparks interest.
Work experience
- January 2024 - present: Contract Administrator Department of Transportation and Infrastructure (NBDTI), Government of New Brunswick
- December 2021 - December 2022: Transfer Pricing Tax Analyst, Ernst&Young, Vietnam
Vy Hong Nhat Chau
I'm a dedicated fourth-year finance student with a proven track record of academic achievement in Finance courses. Throughout my academic journey, I have demonstrated strong leadership skills through active involvement and leadership roles in various school associations.
Having determination and willingness to learn, I'm committed to excelling in the fields of investment and financial analysis, aiming to apply my knowledge and skills to drive success in the financial sector.
Work experience
- January 2025 - April 2025: Accounting student, OSCO Contrucstion Group
- January - August 2024: Vice President Internal, UNB Asian Student Association
Partnerships
The SIF operates in close partnership with a number of industry experts and firms, most notably Vestcor Investment Management Corporation, which started the program off with a $1 million pension fund allocation, and Seamark Asset Management Ltd., which manages a portion of UNB’s endowment fund. Students are assigned equity sectors and companies, and are expected to produced research and portfolio recommendations for these funds. Continuous engagement with the Portfolio Manager is a highlight of the course.
We are also part of Chartered Financial Analyst Institute (CFA® University Affiliation Program) because we have included a significant portion of the CFA Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into our curricula.
SIF guest speakers
Our SIF class features regular guest speakers from the finance industry who share investment experience and advice with students. They also connect students with other leaders in the industry.
Recent speakers include:
- Rani Piputri, Managing Director, Public Equities, Goldman Sachs
- Colin Ryan, Managing Director & Head of Technology Global Investment Banking, CIBC Capital Markets
- Ian de Verteuil, Managing Director and Head of Equity Research, CIBC Capital Markets
- Chris Guthrie, CEO & CIO, Hillsdale Investment Management
- Andrew Hill, MD and Head of Sales & Trading, Instinet Canada
- Aidan Garrib, Head of Global Macro Strategy, PGM Global
- Shane Feeney - Managing Director and Global Head of Secondaries, Northleaf Capital Partners
- Don Wishart, President and Portfolio Manager, Seamark Asset Management
- Feiber Omana, VP of Corporate Development at Shaw Communications
Entry requirements
Being accepted into the SIF program will ensure you get one of the best opportunities to enter the financial market. It is a demanding six-credit-hour program consisting of two full-year three-credit-hour courses. In the first year, students will be assigned as equity analysts with the fund, and in the second year students will be assigned as fund managers. Completing both years is not a requirement and it is possible to apply and complete only one year as an Equity Analyst.
Who can apply
- Third and fourth year BBA students
- First and second year MBA students
Criteria for undergraduate students
Pre-requisite(s):
- ECON 1013 – Principles of Microeconomics
- ECON 1023 – Principles of Macroeconomics
- ADM 1213 – Financial Accounting
- ADM 2223 – Managerial Accounting
- ADM 2413 – Principles of Finance
Co-requisite(s):
- ADM 3415 – Corporate Finance
- ADM 4425 – Investments
Criteria for MBA students
- Prior experience or education in Finance or prior CFA study is preferred
SIF application process
A call for applications containing detailed instructions and an application deadline will go out no later than March 31. Applications require a CV and completion of an online form. Selected applicants will be contacted for second round interviews.
