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Intern Panel ft. Student Managed Investment Fund Analysts
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Details
If you're thinking about the renowned SMIF equity research program, this is your chance to connect directly with current student analysts themselves. Learn about their internship experiences, career journeys, and tips for breaking into the finance industry. Don’t miss the opportunity to gain insider knowledge and advice from these talented students!
Dress code: business casual
Food Provided
Speakers
Aleksandar Dosan
Seasonal Associate in PCG Investment Central
Raymond James Financial
Aleksandar Dosan is a senior studying marketing and finance with a concentration in investment analysis. He has had two internships at Morean Arts Center as a finance & marketing intern and as a Financial Advisor intern at Kingsbury Financial Advisors. Currently, He is interning at Raymond James Financial as a seasonal associate in PCG Investment Central. Aside from that, he is involved in student organizations Delta Sigma Pi, serving as the VP of Finance, and the Investment Club as an Equity Research associate. Aleks received his SIE in March 2024 to foster a foundation of his knowledge of investments. He plans to go after the CFA charter in hopes of helping him develop a career in Equity Research. He is taking CFA level 1 in February 2025.
Caleb Ivey
Investment Banking Intern
Madison Street Capital
Caleb Ivey is a Senior pursuing a degree in Finance with a concentration in investment analysis. Originally from Tallahassee FL he relocated to the Tampa Bay region nearly a decade ago when his father accepted a position at Citigroup. With his father and uncle, an executive at Bank of America, Caleb grew up surrounded by a passion for the financial industry. Actively trading stocks since the age of 18, he became obsessed with the intricacies of how and why securities rise and fall. These experiences have fueled his interest in finance and his desire to learn more about securities analysis. Outside of his educational endeavors, Caleb is a lifelong outdoorsman and is actively involved in the non-profit organization Captains for Clean Water. After graduation, he aspires to pursue a career in fixed-income or mergers and acquisitions.
Olivia Samson
Business Development Intern
Star Mountain Capital
Olivia Samson, from Jupiter, FL, is a USF Senior pursing dual degrees in Finance, with a concentration in investment analytics, and Entrepreneurship. Olivia has had a keen interest in the mechanics of financial markets from a young age, sparked by her father’s past career as an investment banker. Olivia gained an advanced analytical foundation from her three years experience as a data analyst for a prominent advertising agency. Olivia is SIE licensed and is currently studying for her series 66 certification. Olivia has completed multiple internships; one with Giraffe Media Group, where she developed an interactive KPI analytics system, and this past summer with J.P. Morgan Private Bank, where she assisted in the management of ultra-high net worth individuals. Olivia is now working a year long position on the Business Development team with specialized asset management firm, Star Mountain Capital, alongside her studies and SMIF participation. Olivia looks forward to starting her career as she is amidst deciding between a couple of offers to join investment firms post graduation.
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