Undergraduate Program

Sophomore Wall Street Fellows

Berkshire Hathaway Annual Meeting
Berkshire Hathaway Annual Meeting

Sophomore Wall Street Finance Fellows is designed to improve education and employment opportunities for undergraduates interested in careers on Wall Street, including: investment banking, mergers and acquisitions, sales and trading, asset management and private banking.

The program will educate students about what they need to know to compete for these positions and succeed in interviews. This program will assist students who know early in their college careers that they are interested in finance, and investment banking in particular.

Dr. David Kass is the primary faculty champion for this program. Julie Pavlovsky is the secondary faculty champion for this program.

Click here for Fellows student testimonial.

Curriculum: one-year program

  • Pre-requisite courses: BMGT230 or 231, BMGT220, and BMGT221 (may take BMGT221 fall of sophomore year concurrently with BMGT340F if not already completed)
  • BMGT340F (Business Finance) - Fall of sophomore year
  • BMGT341F (Financial Markets) -  Spring of sophomore year

Co-Curricular Activities

  • Attend Finance Fellows events such as site visits and speaker series.
  • Compete for a summer internship in the finance field.
  • Attend limited number of additional investment banking speaker programs.
  • Priority consideration for trip to Berkshire Hathaway annual meeting.

Students are required to attend Finance Fellows Networking Night in the Fall plus two other co-curricular events as approved by the Finance Fellows team.

Fellows Eligibility

  • Rising sophomores (freshman status at time of application).
  • BMGT230 and BMGT220 completed or in progress at time of application.
  • Finance majors.
  • Minimum 3.0 GPA, 3.5 GPA preferred.
  • Should be available for a summer internship as the goal of this program is to assist you in your internship search.


Applications for Sophomore Wall Street Fellows for 2016-2017 are closed, and the program is full. Applications for 2017-2018 will open December 2016.

  • Online application form.
  • Cover letter – Explains why you want to be a part of this program, what you can bring to the program, and what you hope to gain from participating.
  • Resume.

Questions? Contact Emily Heavin  at edoane@rhsmith.umd.edu.