Fund Analyst

Your fast-track into professional investing

The Fund Analysts manage the real portfolio of private capital at RCIF. Lead by the President and Vice-President of Research, Fund Analysts report back weekly in discussing investment ideas supported with valid research and evidence. Fund Analysts have a direct impact on portfolio decisions and asset allocation for the fund.

Internship

Your pathway to becoming an effective business operator & executive.

RCIF interns have access to a library of resources, direct mentorship, and automatic enrollment into the Analyst Program. As our organization aims to replicate the culture and efficiency of Berkshire Hathaway, decentralization and meritocracy are critical to the success of Rational Capital. RCIF seeks diligent candidates with a mind for critical thinking. The experience aims to provide critical skills and a mindset necessary to become an efficient operator. 

Mentorship Program

Get real hands-on investment experience. 

High performing members of the Analyst Program will have the opportunity to be assigned to a Fund Analyst for hands-on experience conducting research alongside the research team. The mentorship program is designed to give analyst candidates insight into the work of a Fund Analyst and real portfolio management experience. You will assist the Fund Analyst in their research and investment reports. The mentorship program prepares the highest performers to become Fund Analysts.

Summer Program

Get a head-start in your investing journey. 

Introduced in the summer of 2017, this is a highly intensive program aimed at replicating the experience of a hedge-fund analyst - candidates are expected to conduct thorough research. All participants attend weekly discussions to share investment ideas and newly acquired knowledge. Independent research and learning through osmosis are cornerstones of excelling in this program. The mentorship program is facilitated by the President and VP Research.

Analyst Candidate Program

Your path to becoming a Fund Analyst.

Rigorous and requiring hours of commitment, graduates of the program receive familiarity in working with financial statements, and an ability to concisely state and support investment theses. The Analyst Candidate Program runs from October to April and consists of a weekly seminar, readings, exclusive speaker events, and required investment reports.​

A combination of case studies, research, theory, and writings paves the way for students to become intelligent investors. With guided learning towards writing concise and well thought out investment reports, the Analyst Candidate Program prepares students for roles in investment research and management.
 
Admitted students are required to complete all required readings, homework, two investment reports, as well as attend all weekly sessions, speaker events, and annual stock pitch.

High performers may be invited back to be our Fund Analysts, or connected to other opportunities.​

Pre-Analyst Program

Your foray into the world of investing

The Pre-Analyst Program runs at the beginning of semester and is designed to introduce students to the foundations of value investing. This program is highly encouraged for students who wish to apply to the Analyst Candidate Program. 

Topics will include: introduction to value investing, accounting, corporate finance, valuation, management analysis, and research & report writing

Please check our social media for updates on each semester's session

Opportunities

Rational has several different paths for interested students to develop their knowledge and skills in investment management. 

Rational gives students hands-on experience in investment research through the Fund Analyst position and Mentorship program.

Students can also attend our educational programs listed below to gain a solid foundation in finance and investing.