VICE PRESIDENT OF FINANCE

  • Compile the necessary information and coordinate the creations and distribution of the monthly investment performance reports
  • Oversee, evaluate, and review individual presentations by analysts
  • Coordinate voting and other investment decision-making responsibilities
  • Mediate debates and question/answer periods pertaining to investment topics
  • Schedule investment presentation times and dates with analysts
  • Lead financial division in assembling an outline of semester goals and objectives, including asset allocation strategies and sector allocations
  • Draft a mission paper at the start of each semester summarizing the semester goals and objectives of the financial division
  • Bring in outside sources and guest speakers for meetings
  • Continuously work with the group to re-evaluate past investment decisions and review current holdings
  • Serve as a resource person for members of the financial division