Job Description

2028 Investment Academy - Greenwood Project Scholar Program

At Greenwood Project, we are dedicated to breaking down barriers and empowering Black and Latino undergraduate students to thrive in the financial services industry. Our mission is to provide social, academic, and aspirational capital to our scholars, ensuring talented individuals have the opportunity to shape the future of finance.

The Investment Academy prepares scholars for careers in investment banking, investment management, equity research, private credit, sales and trading, and buy-side finance roles. Through our comprehensive 10-month program (July 2026 - May 2027), you'll develop the analytical rigor and technical expertise needed to evaluate companies, build investment theses, etc.

We are currently recruiting 125 scholars for our 2028 cohort. You can apply if you are a freshman graduating in 2029. Upon acceptance, you will complete a comprehensive training program from July 2026 through May 2027. This program is designed to train you as a sophomore and prepare you for a junior year internship in Summer 2028. You'll gain invaluable insights and prepare for a potential 10-week summer internship placement with our esteemed partner firms. Please note: Internship placements are not guaranteed.

What You'll Do

• Complete assigned financial modeling, valuation, and investment analysis projects to demonstrate proficiency in core investment concepts within program deadlines
• Engage in guided training sessions covering equity research, financial statement analysis, portfolio construction, and investment strategy
• Participate in networking events, mentorship programs, and professional development opportunities to expand your network within the investment community
• Embrace a culture of analytical excellence, intellectual curiosity, and continuous learning, positioning yourself as a future leader

What We're Looking For - Ideal Degree Backgrounds

• Finance
• Economics
• Accounting
• Mathematics
• Statistics
• Business Administration with quantitative focus
• Business Analytics / Data Analytics
• International Business
• Computer Science

Technical Skills (or strong willingness to develop)

• Financial modeling and Excel proficiency
• Financial statement analysis and accounting fundamentals
• Valuation methodologies (DCF, comparable companies, precedent transactions)
• Basic understanding of capital markets and investment vehicles
• Quantitative analysis and data interpretation
• Research and information synthesis

Soft Skills & Characteristics Greenwood Project selects students who display Grit, Resourcefulness, and Intellectual Curiosity, along with:

• Strong analytical and critical thinking abilities
• Excellent written and verbal communication skills for presenting investment ideas
• Attention to detail and commitment to accuracy
• Ability to synthesize complex information and form independent judgments
• Collaborative mindset with the ability to defend perspectives professionally
• Time management and the ability to meet deadlines

Skills, Knowledge and Expertise

The strongest candidates combine intellectual curiosity about markets and businesses with the discipline to perform rigorous analysis. You should be genuinely interested in understanding how companies create value, comfortable working with numbers and financial data, and eager to develop informed opinions about investment opportunities. Successful scholars demonstrate the persistence to work through complex problems and the communication skills to articulate their findings clearly.

• Currently enrolled as a freshman (Class of 2029) at an accredited four-year institution
• Minimum 3.2 GPA required for standard consideration
• Students with GPAs between 3.0-3.19 may apply with a required personal essay
• Students below 3.0 GPA are not eligible
• Unofficial transcripts from first semester of college AND high school transcripts must be provided at application
• Commitment to excellence, integrity, character, and collaboration

What You'll Gain

• Career Advancement: Gain a competitive edge in the investment job market and establish yourself as a top candidate for full-time positions within leading buy-side and sell-side financial institutions.
• Technical Foundation: Develop the analytical toolkit and financial acumen that investment professionals rely on daily.
• Collaborative Environment: Work alongside talented peers who share your passion for markets and investing, collaborating to drive meaningful change in the industry.
• Self-Investment: Take control of your career trajectory and invest in your future success with the support and guidance of Greenwood Project.
• Growth Opportunities: Access mentorship through one-on-one coaching, networking with investment professionals, and professional development resources to accelerate your growth and unlock new opportunities in investment management.

About Greenwood Project

Greenwood Project is a non-profit organization that envisions a finance industry without barriers to entry or advancement. The organization is on a mission to introduce Black and Latino college students to careers in finance through rigorous training and internships. With over 70 percent of Greenwood Project scholars entering the field, the organization seeks industry partners to open their doors for internships. Apply Now

Our Hiring Process

Stage 1: Applied

Stage 2: Hired

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