Fall '25 Analyst Recruitment

Analyst applications will open on Monday, September 1st at 11:59pm EST. We're excited to potentially welcome you to our team and support your journey in wealth management! Feel free to also sign up for a coffee chat with one of our current executive board members.

Disclaimer: CUWMC is not an investment banking group or a student-managed investment fund. As a club, we do not actively manage money on behalf of individuals or institutions. Our focus is on Private Wealth Management, which emphasizes the relationship-driven, personal side of finance. We offer education and resources to help students with recruiting and to deepen their understanding of investment concepts. Our activities are purely educational and intended to prepare students for careers in wealth management, not to provide financial services or advice.

Each semester, we recruit 10-12 new Analysts who can choose to join one of our three divisions: Investment Management, Financial Planning, or Private Banking.

Investment Management:

Learn about asset classes, portfolio construction, and alternative investments. This division offers the most technical training, providing a deep dive into investing.

Private Banking:

Learn about banking solutions, credit, lending, and relationship management. This division emphasizes interpersonal skills, investor behavior, and high-net-worth client service.

Financial Planning:

Learn about philanthropy, estate planning, tax strategies, and wealth preservation. This division focuses on the broader financial markets and the creation of comprehensive financial plans.

As an Analyst, you'll first go through a training period. After that, you will:

  • Collaborate with fellow Analysts on research projects and presentations within your division.
  • Lead educational workshops and share insights with other Columbia students.
  • Organize networking events, site visits, and guest speaker sessions.

If you have any additional questions, reach out to us at ugradwealthmanagement@columbia.edu

Recruitment Timeline

Applications Open

Sep 1, 11:59pm

Club Fair Tabling

Sep 5, 12:00pm-4:00pm

CUWMC Info Session

Sep 8, 6:00-8:00pm, Uris 107

CUWMC Sample Presentation

Sep 9, 5:00-6:00pm, Uris 107

Lawn Recruitment Social

Sep 10, 5:00-6:00pm, Furnald Lawn

Applications Due/Coffee Chats Close

Sep 12, 11:59pm

First-Round Interviews

Sep 15-18, Times TBD

Pitch Interviews (IMD Only)

Sep 18, Times TBD

Deliberations and Offer Notifications Sent

Sep 20

New Analyst Onboarding

Sep 21

Register for Coffee Chats

Schedule a coffee chat with our executive board members to learn more about CUWMC and get your questions answered. Choose from the available time slots below.

Important: Each prospective applicant can sign up for a maximum of 2 coffee chats (each with a different member). Any additional bookings beyond this limit will be automatically cancelled.