Fall '26 Analyst Recruitment
Opens Tuesday, September 8
We’re excited to potentially welcome you to our team and support your journey in wealth management. Attend our events below and submit your application by the deadline. 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 alongside the technical work it rests on: portfolio construction, asset valuation, and investment management. 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 and asset 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
Tuesday, September 8
We encourage you to attend our information session before submitting.
Activities Fair
Friday, September 11 · 12:00–4:00 PM
Come find our table and meet the board.
Coffee Chats
Friday, September 11 – Saturday, September 19
Optional 15-minute chats with the Executive Board. Maximum of two per applicant.
Information Session
Monday, September 14
Our full overview of the club, the divisions, and the analyst experience.
Lawn Social
Wednesday, September 16
An informal social with the board, midway through the application window.
Applications Close
Saturday, September 19
Submissions close at 11:59 PM.
Application Review
Sunday, September 20
Interviews
Tuesday–Friday, September 22–25
A behavioral round and a technical round, held in person.
IMD Stock Pitch Day
Week of September 22
Investment Management applicants only.
Deliberations + Offers Sent
Saturday, September 26
New Analyst Onboarding
Sunday, September 27
First All-Hands of the semester.
Coffee Chats
Book an optional 15-minute chat with a member of the Executive Board between September 11 – 19. Coffee chats are in person wherever possible, and they are not required to apply — they are simply a chance to ask us anything about the club before you do.
Please book no more than 2 coffee chats in total. Slots are limited and we want to speak with as many of you as we can.
