What started as a small initiative ten years ago has become a competitive student group with an established reputation. This year, the Student Investment Fund (SIF) reaches its 10th year anniversary and two of its faculty mentors, Ranjini Jha and Andrew Ecclestone, reflect on its growth through the past decade.
In December 2021, we competed in the second annual Interactive Business Dashboard Competition (IBDC), a competition sponsored by the University of Waterloo’s Centre for Information Integrity and Information System Assurance (UW CISA). Our task was to develop an interactive business dashboard for a toy store retailer, TTS, where the company can monitor their own performance.
The Student Investment Fund (SIF) is where students receive hands-on training in investment management and work together to manage a portfolio of Canadian and American equities, with the guidance from faculty members and industry professionals. As we celebrate the 10th anniversary of this student-led initiative this year, we spoke to Isaac W. (4B AFM student) who was the chief executive officer (CEO) in the Fall 2021 term, about his experience being a part of the fund during multiple study terms.
Hi everyone! I’m Claire, a first-year student in the new Sustainability and Financial Management (SFM) program at the School of Accounting and Finance (SAF). I am also the communications executive for the Women in Finance (WIF) team. I was introduced to WIF as I was preparing for my first year at Waterloo, and I was immediately drawn to the idea of a team dedicated to educating and breaking barriers for women in the finance industry. As someone who would be directly affected by these barriers, I wanted the opportunity to tackle them head-on.
The School of Accounting and Finance (SAF) interviewed members of Waterloo's student initiative, Women in Finance (WIF), to learn more about the work they do, the services they offer, and the successful impact they have on students. SAF met with Queena and Puneet, the group’s co-heads, Momna and Caddie, branding executives, Claire, Ramneek and Sandra, communications executives, Megan, outreach executive, and Maryam, logistics executive.
Hi! My name is Bianca and I just completed my 4B term in the Accounting and Financial Management (AFM) program. Since spring 2020, I have been involved with the School of Accounting and Finance’s (SAF) Non-Profit Organization Consulting (NPOC) group where I work on multiple client projects helping non-profit organizations (NPOs) develop and grow their organizations. I have also been able to create learning tools, such as blog articles, to answer some common accounting and business related questions from start-up NPOs.
Hi, I’m Alex, and I am a student in the Accounting and Financial Management (AFM) program at the University of Waterloo. In my spare time, I enjoy reading, working on financial models, and walking my 10-year-old Bichon-Shih Tzu Ozzy (who can be seen in the photo below, proudly sporting his Waterloo bandana).
As I come close to entering my final year at the University of Waterloo, I reflect and realize that there are many things I have learned not only about accounting and finance, but myself.
Hello, I’m Sarah, a second-year student in the Accounting and Financial Management (AFM) program at the University of Waterloo! First year was quite the experience due to the COVID-19 pandemic, nonetheless it was so much fun! If I could go back and give my first-year self some advice, here’s what I would say:
Hi! My name is Aline, and I am a second-year student in the Accounting and Financial Management (AFM) program.
I still remember being extremely excited but at the same time extremely nervous for my first year of university. Before classes started, I set up my account on the school’s website and found out about Waterloo Ready.