Senior Investment Research

Membership capped across all class years. Applications open to Comp graduates or by invitation.

Harvard’s Most Rigorous Analyst Program

Research for a fund with a 27.6% 5-year IRR, as of mid-2023. Learn to think about drivers, debates, and quality.

Benefits

  • Analysts receive access to materials worth a substantial annual subscription value for free, at the expense of the club.

    Subscriptions:

    1. Business publications,

    2. Recruiting materials and practice questions, and

    3. Buy-side research platforms and tooling.

  • Get access to all HFAC pitches going back 16 years, including templates, models, and key portfolio positions.

    Highlights:

    1. Pfizer-Wyeth Merger Arbitrage by Grant Wonders, Amol Jain, and John Zhao (2009)

    2. Netflix by Kevin Sun, Carl Gao, David Wang, and Constatin Bosinceanu (2011)

    3. Retail Value by Kiffen Loomis, Will Brechtelsbauer, Alex Spiride, Alex Yu, and Lucas Lee (2019)

  • Small analyst program supports ample director-level attention.

    Workflow:

    1. Get matched with a coverage group of interest

    2. Work with SIR Director to generate ideas

    3. Dive deep into at least one idea per semester

    4. Present findings to the rest of Board and SIR

    5. Receive feedback from the rest of the organization

  • Complete a rigorous training program with your cohort refined by upperclassmen to teach a nuanced view of the most modern methods on the Street.

    Components:

    1. Investment Case Studies

    2. Key Drivers and Debates

    3. Modeling and Acumen Exam

  • Participate in nearly biweekly social events and group merchandise.

    Highlights:

    1. Rock Climbing

    2. New York Excursions

    3. Cashmere Quarter Zips

Spring 2024 Analysts

James Rourke

Maddie Stearns

Dev Madhavani

Charles Hou

Cyril Leahy

Grace Yang

Neil Behl

Dani Kobrick

Aaron Joy

Eamonn Lay

Grant Shueh

Dhruv Patel

Evan Liu

Tinaye Ngorima

Maxwell Booker

Aayush Kadakia

Bijah LaFolette

Jude Stafford

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