Some of Our Numbers
2005
Year Founded
120
Members
330k
Alpha Fund
Mission Statement
Tufts Financial Group
Since its founding in 2005, the Tufts Financial Group (TFG) has established itself as a resource for Tufts students—at all levels of experience—with an interest in finance. TFG is the largest business club on campus with over 100 members and is the only group that offers students pre-professional guidance and real investing experience.
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Whether you have been interested in finance for years or are just beginning to explore the different career paths that the industry offers, TFG is a great organization in which to cultivate your skills, find a mentor, prepare for interviews, and more.
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TFG is comprised of five groups. The Career Development Course serves as an introductory course for first-years and sophomores. Topics include the fundamentals of accounting, interviewing skills, and networking. The Tufts Investment Banking Club (TIBC) provides students with resources to learn the fundamentals of modeling, valuation, and interviewing to recruit for jobs in IB. The Alpha Fund is an entirely undergraduate student-run investment portfolio established in 2007. The portfolio, which is managed by ~20 students, has grown to over $330,000 in AUM. The Tufts Trading Club (TTC) focuses on S&T recruiting while also incorporating subjects like game theory and options pricing. Finally, the Diversity Accelerator Program (DAP) seeks to facilitate mentorship, prepare students for the diversity recruiting process, and empower underrepresented communities in finance.
Club Structure
TFG consists of five groups: Career Development Course (CDC), Tufts Investment Banking Club (TIBC), Alpha Fund, Tufts Trading Club (TTC), and Diversity Accelerator Program (DAP). Learn more about each below.
Career Development Course
The Career Development Course (CDC), led by Jacob Messeri and Ethan Raisner, teaches students the basics of financial statements, networking, the process of landing internships and jobs, resume building, and interview techniques. CDC meets weekly on Tuesdays in Cabot 206.
Tufts Investment Banking Club
The Tufts Investment Banking Club (TIBC) was established for students looking to break into Investment Banking. The club teaches the fundamentals of modeling and prepares members for interviews. This division of TFG is application based.
Tufts Trading Club
The Tufts Trading Club (TTC) aims to place motivated students into trading roles on both the buy side and sell side. The club is led by upperclassmen with relevant internship experience, and teaches subjects commonly tested in trading job interviews such as mental math, game theory, and pitching trades.
Alpha Fund
The Tufts Alpha Fund is a student-run long-only global equity portfolio with over $300,000 in discretionary assets. The fund is managed by approximately 20 Analysts. Since its inception in 2007, the fund has provided students with training, mentorship and hands-on experience in developing high quality independent investment research. This division of TFG is application based.
Diversity Accelerator Program
The TFG Diversity Accelerator Program (DAP) ultimately seeks to facilitate mentorship, prepare students for the diversity recruiting process, and empower underrepresented communities in finance regardless of previous finance experience. The DAP leadership team regularly hosts trips and panels to connect students with diverse alumni who thrive in a variety of fields within finance.