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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.

Startup Stories: An Angel Investment Fund Leveraging EMBA Students’ Expertise

A conversation with Alex Hatzis ’24, who collaborated with his classmates to create a fund to invest in startups at Yale and elsewhere, in health tech, fintech, and sustainability.

Read more »

Pluses and Minuses of Working in Private Equity

Since the turn of the century, the private equity industry has grown tremendously. Today, private equity firms worldwide manage some $3.8 trillion in assets, up from “only” $716 billion in December 2000.

Broadly defined, private equity is an investment in …

By Firsthand
We help applicants, students, job-seekers and professionals like you find the right career path using the power of firsthand experiences.
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What is Asset Management?

Asset management is investing clients’ money in the right assets to ensure optimum returns. Asset management companies (AMCs) make investment decisions on behalf of their clients. These companies usually serve huge organizations like insurance companies, pension funds, sovereign wealth funds, …

By Mike Minutoli
Mike Minutoli Director, Career Education and Coaching
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8 Career Tips From People Who Landed an Internship at BlackRock

As a current student or recent graduate, one question you might be asking yourself is how can you prepare yourself for an interview and secure a job. But given the fact that interviews and application processes differ from company to …

By WayUp
Sign up to WayUp to personalize your job search and apply to opportunities from Fortune 500s to startups, all in one place. Let's get you hired! Click here
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A Day in the Life: Investment Research Associate

Investment Research Associate, Major Mutual Fund Firm

7:00 AM: Arrive at the office.

7:01 AM: Read The Wall Street Journal and Financial Times, paying particular attention to articles about the industry you follow.

7:30 AM: Listen to morning call voice …

By Firsthand
We help applicants, students, job-seekers and professionals like you find the right career path using the power of firsthand experiences.
Read more »


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 Investment Banking, Second Edition

When businesses and governments need capital, they call on investment banks for help. Investment banks intermediate between issuers of securities …

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 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 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 …

Career Resources

Skill Building

Financial Statement Modeling

Wall Street Prep
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out…

ESG Investing, Green Bonds and Social Bonds

Wall Street Prep
The last decade has seen exponential growth in ESG investing worldwide. Designed for those seeking to learn about the role…