Fall '26 Analyst Recruitment

Applications Closed

Applications closed Saturday, September 19

Fall ’26 applications are closed. Thank you to everyone who applied. Investment Management stock pitches take place Tuesday, September 29, and all decisions will be sent by Wednesday, September 30.

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

  1. Applications Open

    Tuesday, September 8

    We encourage you to attend our information session before submitting.

  2. Activities Fair

    Friday, September 11 · 12:00–4:00 PM

    Come find our table and meet the board.

  3. Coffee Chats

    Friday, September 11 – Saturday, September 19

    Optional 15-minute chats with the Executive Board.

  4. Information Session

    Monday, September 14

    Our full overview of the club, the divisions, and the analyst experience.

  5. Lawn Social

    Wednesday, September 16

    An informal social with the board, midway through the application window.

  6. Applications Close

    Saturday, September 19

    Submissions close at 11:59 PM.

  7. Application Review

    Sunday, September 20

  8. Interviews

    Tuesday–Friday, September 22–25

    A behavioral round and a technical round, held in person.

  9. IMD Stock Pitch Day

    Tuesday, September 29

    Investment Management applicants only.

  10. Deliberations + Offers Sent

    By Wednesday, September 30

    Investment Management decisions follow Tuesday’s stock pitches.

  11. New Analyst Onboarding

    Sunday, October 4

    First All-Hands of the semester. Time and room to be announced.

Coffee Chats

Coffee chats for Fall ’26 recruitment have closed. Thank you to everyone who came out to meet the board.

Roman Annan

Co-President

Booking closed — Roman Annan

Sofia Torrecillas

Co-President

Booking closed — Sofia Torrecillas

Amelie Brenninkmeijer

External Vice President

Booking closed — Amelie Brenninkmeijer

Santiago Quintero

Internal Vice President

Booking closed — Santiago Quintero

Tanay Nandan

Treasurer

Booking closed — Tanay Nandan

Delfina Diotti

Secretary

Booking closed — Delfina Diotti

Eli Dubin-Ramos

Private Banking Division Co-Head

Booking closed — Eli Dubin-Ramos

Marco Sit

Private Banking Division Co-Head

Booking closed — Marco Sit

Akansha Gupta

Investment Management Division Co-Head

Booking closed — Akansha Gupta

Charlotte Lorraine

Investment Management Division Co-Head

Booking closed — Charlotte Lorraine

Angelina Chen

Financial Planning Division Co-Head

Booking closed — Angelina Chen

Luciana Piro

Director of Digital Strategy & Growth

Booking closed — Luciana Piro