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RESEARCH TEAM

The SWS Fordham Equity Research Team provides SWS Associates who have demonstrated knowledge and passion for the markets the opportunity to gain real-life investment experience. The Research Team is comprised of 20-25 Analysts who are assigned to cover specific industries. The Analysts conduct in-depth research and analysis on their industry, analyze companies, study financials, apply basic valuation methods and, ultimately, present a stock recommendation to the SWS Investment Board. The SWS Equity Research Team provides members with a way to gain real life investing knowledge and experience.

Requirements

As a member of the SWS Research Team, it is required to maintain active associate status and to complete the following:

​1. ​SWS Associate Requirements:

  • Attend at least 5 out of 8 of the Spring Seminar Series post-initiation

  • Complete 5 hours of community service each semester

  • Attend the Spring Women in Leadership Conference (WILC)

2. SWS Research Team Requirements​

  • Attend all of the SWS Research Team meetings (Thursdays 5:30 - 6:30 PM)

  • Complete the Summer/Winter Assignments

  • Complete 4 Weekly Updates

  • Attend 2 of the 3 Corporate Treks offered

  • Present a Stock Pitch Recommendation to the SWS Investment Board

Research Team Sectors

Consumer Discretionary

Consumer Staples

Energy

Financials

Healthcare

Industrials

Materials

Real Estate

Technology, Media, & Telecom

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