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Investing

This is a community for those interested in all areas of Investing to explore news, resources and events from the CDO, SOM Clubs and broader Yale.

  • Investment Management

  • Private Equity (PE)

  • Venture Capital (VC)

  • Impact Investing

  • Investment Management is the asset management of various securities (stocks, bonds and other securities) and other assets (e.g., real estate, hedge funds, private equity) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments, etc) or private investors.

    Roles can include Buy-Side Research Analysis, Alternative Investments (i.e. Hedge Funds, Private Equity), Sell-Side Research Analysis, Private Wealth Management and Fixed Income Security Analysis.

    Sample employers include: Alliance Bernstein, AQR, Blackrock, Bracebridge, Bridgewater Associates, Commonfund, Fidelity Investments, Invesco, JPMorgan Asset Management, KAUST Investment Management, Morgan Stanley Asset Management, PIMCO, Rockefeller University, Schonfeld, TIAA CREF and Vanguard.

  • Private equity, in a nutshell, is the investment of equity capital in private companies. In a typical private equity deal, an investor buys a stake in a private company with the hope of ultimately realizing an increase in the value of that stake.

    Sample employers include: Actis, Bain Capital, Blackstone, Carlyle Group, Cerberus Capital Management, CITIC Private Equity Funds, Hillhouse Capital, KKR, Nebrodi Partners, Oaktree Capital Management, TPG Capital and Warburg Pincus.

  • Venture capital (VC) is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well-off investors, investment banks, and other financial institutions.

    However, it does not always take a monetary form; it can also be provided in the form of technical or managerial expertise. Venture capital is typically allocated to small companies with exceptional growth potential, or to companies that have grown quickly and appear poised to continue to expand.

    The three major roles in a venture capital firm (listed in decreasing order of hierarchy) are general partners, principals, and associates. Besides them, many large firms also employ venture partners, entrepreneurs-in-residence (EIR), and analysts.

    Sample employers include: 25Madison, 500 Startups, Accel, Bain Capital, Bessemer Venture Partners, Broadscale, Citi Ventures, CT Innovations, DBL Partners, General Atlantic, Hillhouse Capital Group, Huron River, Kleiner Perkins, Sequoia Capital and Tiger Global Management.

  • According to the Global Impact Investing Network (GIIN), Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return. Impact investments can be made in both emerging and developed markets, and target a range of returns from below market to market rate, depending on investors’ strategic goals.

    The growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance, and affordable and accessible basic services including housing, healthcare, and education.

    Sample employers include: Acumen, Asian Development Bank, Clean Capital LLC, Developing World Markets, International Finance Corporation (IFC), Nuveen, RRG Capital Management and Social Finance, Inc.

S&P Global Market Intelligence: The 2024 Private Equity and Venture Capital OutlookS&P Global Market Intelligence:

“The private equity industry is showing resilience and optimism for 2024 despite shifting market dynamics, according to the S&P Global Market Intelligence 2024 Private Equity and Venture Capital Outlook. According to the outlook, private equity executives are notably more optimistic …

By Audrey Hupp
Audrey Hupp Associate Director of Operations and Program Manager, Career Education & Coaching
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Venture Capital Behavioral Mock Interview

Interested in working in venture capital? If so, you’ll need to prepare for your interviews.

In this mock interview, we ask a candidate, “Why do you want to work at Floodgate?” We pay close attention to the candidate’s responses and …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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Private Equity Interview Primer

The Top 25 Private Equity Interview Questions covered in our comprehensive interview guide are intended to help prepare candidates for the competitive recruiting process and improve their odds of receiving an offer.

For more on this article visit Wall Street …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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Register for a Handshake account

Handshake is a career community for students, which posts jobs and internships. Yale University students can sign-up at https://app.joinhandshake.com/login, choose Yale University from the School drop down, and register with your yale.edu email address.

Please note Yale SOM Career Development …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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How to Get a Job in Impact Investing

There are many paths you can take to become an impact investment professional. Not all areas within impact investing need a prior investment banking or corporate finance background.

Get Specific

Think about what interests you- whether it is a specific …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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Sidebar

Career Resources

Yale Library offers students free access to online databases (Mergent Intellect, Guidestar) and curated lists (America’s Best Startup Employers, Impact …

Yale Library offers students free access to popular business news publications including the Financial Times, NY Times, Economist, Wall Street …

Source for current and historical data and research on private equity and other alternative investments. Can be used to generate …

Features real time data to research and analyze companies, PE & VC deals, funds, investors and service providers across the …

Industry Guides


Vault Career Guide to Investment Management, Third Edition

An increasing number of people are investing their money to help pay for their future plans, whether those include paying …

Vault Career Guide to Private Equity, Fourth Edition

For those interested in a career in finance, private equity offers many rewards—but breaking in comes with many challenges. The …

Vault Career Guide to Real Estate, Third Edition

Whether the economy is strong or weak, people will always need places to live, work, and shop, and there will …

Vault Career Guide to Wealth Management, Fourth Edition

Private wealth management, also called private banking, is a specialized branch of the investment community that provides one-stop shopping for …

Vault Career Guide to Venture Capital, Seventh Edition

Venture capitalists raise funds of millions or billions of dollars and invest it in promising young businesses and start-up companies, …

Vault Guide to Real Estate Jobs, Third Edition

The Vault Guides to Jobs series provides essential information about key careers and industries, with an emphasis on preparing for …