Membership Responsibilities


Freshman and sophomores may be admitted as non-voting, provisional SMIF research analysts based on their interest and potential contribution to the organization. Analysts will be assigned to Sector and Asset Class teams, where they will be mentored, nurtured and developed by the senior sector members. Responsibilities will include monitoring SMIF holdings within their respective sectors and supporting the research of sector Associates and Managing Directors.

Managing Directors and Associates

Qualified juniors, seniors and graduate students may become SMIF Associates and Managing Directors. Two Managing Directors will be selected as SMIF Co-Heads. In their capacity, the Co-Heads are responsible for SMIF leadership. Managing Directors are responsible for leading Sector and Asset Class teams, and are nominated twice per year from the ranks of the SMIF Associates. The Associates promoted to the Co-Head capacity must be confirmed by the Faculty Advisor and SMIF Faculty members. Associates will serve as senior members of Sector and Asset Class teams, where they will perform research, analysis and evaluations of current and prospective investments; monitor portfolio risk; and evaluate investment performances.

Operations Director

The SMIF Operations Director will be responsible for improving overall operations of the SMIF organization by assisting in communication between Sector and Asset Class teams; organizing fundamental elements in Monthly Reports to the Advisory Board; and keeping track of meeting times, attendance and goal achievements. In congruence with the SMIF Co-Heads and Managing Directors, the Operations Director also contributes to the development and implementation of organizational strategies, policies and practices.

Marketing Director

The Marketing Director is responsible for planning, development and implementation of all of the organization’s marketing strategies, marketing communications, and public relations activities, both external and internal; oversees development and implementation of support materials and services for chapters in the area of marketing, communications and public relations; and directs the efforts of the Marketing team.

Community Service Director

The Community Service Director performs a variety of administrative, technical and professional work in planning, organizing and directing SMIF community service initiatives. The Community Service Director will oversee the daily operations of community service programs, as well as actively develop and maintain further community service plans.

Faculty Advisor

The Faculty Advisor will supervise the day-to-day activities of the SMIF and will be responsible for monitoring the Investment Committee and General Members with regards to the effective discharge of the duties for reporting and investment fund oversight. Furthermore, the Faculty Advisor will be held responsible for relationships and communications with Advisory Board members, and will be responsible for monitoring the Investment Committee and SMIF membership.