Undergraduate Program

Sophomore Finance Fellows

Welcome, 2018–19 Fellows Cohort!
Applications for Fellows programs for the next academic year (2019–20) will open in December 2018. Wall Street Fellows' applications will open in early Fall 2018.

2017-2018  Sophomore Finance Fellows cohort

(Formerly Sophomore Wall Street Fellows)

Sophomore 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.

Career Connection

Examples of companies where Sophomore Finance Fellows have interned or received full-time offers:

  • UBS
  • Goldman Sachs
  • Department of Treasury
  • General Electric
  • Lockheed Martin
  • Exelon Corporation

Eligibility Requirements

  • 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 Finance Fellows  for 2018-2019 are due February 12, 2018 at 11:59pm.

  • 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. (Address to faculty champion.)
  • Resume.
  • Note: Cover letter and resume must be submitted in pdf format.

Questions? Read our Fellows FAQs or contact smithfellows@rhsmith.umd.edu.