Student Analyst Program
Build what's next in finance
SOF places analysts inside a live event-driven investment process. Real work product under a CIO whose research has shaped the field. Build the paper portfolio track record that determines whether real capital follows.
Structure
Analyst Cohort
Hours / Week
Up to 12
Term
Multi-Semester
Program
What students do
The fund's sourcing process surfaces catalyst-driven candidates across the public equity universe. The analyst team takes it from there: company-level diligence, internal pressure-testing, and a collective investment memo delivered to the Chief Investment Officer.
Candidate Analysis
Build a collective investment case on each screened candidate. Conclusions are challenged internally before they reach the CIO. The standard is whether the work is fit to inform a real capital decision.
Position Monitoring
When a position drifts from thesis or a material event occurs, the team investigates and delivers an update within 24 hours.
Quarterly Reporting
Students produce the analytical inputs for LP reporting, a direct line of accountability from their work product to the people whose capital is deployed.
Rhythm
A week in the life
A typical analyst week, from Monday's sourcing digest to Friday's memo handoff.
Weekly digest review
Screen & Intake
- The week's sourcing digest lands in the team inbox.
- Analysts review new candidates and claim one for the week.
- Initial hypothesis and capital-at-risk framing drafted before close of day.
Growth
How responsibility grows
SOF runs a flat Analyst cohort. Scope expands with judgment, not title.
First Semester
Learn the research methodology, shadow live sourcing and diligence, and contribute to collective memos under supervision.
Returning Analyst
Own candidate memos end-to-end. Position monitoring, event-driven updates, and direct input into LP reporting.
Senior Cohort
Co-lead the research process, mentor new analysts, and run internal review sessions before memos reach the CIO.
Who You Learn From
Mentorship from a top-cited researcher
Analysts work directly under Dr. Jonathan Brogaard, Associate Dean of Research at the David Eccles School of Business and founder of the University of Utah's Institute for Advanced Investment Management. His research on market microstructure has shaped both academic understanding and regulatory policy.
Who We Recruit
Depth over pedigree
SOF draws from the University of Utah and maintains a steady cohort of student analysts. New analysts are admitted each semester to backfill natural attrition, ensuring continuity of process ownership and institutional knowledge across cohort generations.
Where
Headquartered in Salt Lake City
Headquartered in Salt Lake City. The analyst team is drawn from the University of Utah, and meets in person each week for candidate review, memo defense, and CIO handoffs.
Headquarters
Salt Lake City, UT