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UNC Investment Management Club (for MBA students)

The UNC Investment Management Club serves MBA students passionate about investing and interested in pursuing a career in investment management.

Our club is focused on:

  • Developing students into leading investment management professionals, by providing training and recruiting support
  • Promoting and growing the investment management network at UNC by fostering relationships between students, alumni and enhancing relationships with investment management firms
  • Attracting top-tier investment management talent to the UNC Kenan-Flagler MBA Program

Investment Management Club members are passionate about pursuing a career in the industry. UNC Kenan-Flagler has one of the leading alumni networks in the investment management industry. Our industry partnerships and alumni provide students with networking and career building initiatives in addition to learning opportunities. Our key offerings include weekly club meetings (known as CareerLabs), the Fall career trek to New York City, Boston, Chicago and Charlotte, guest speaker events as well as collaborating on the Alpha Challenge and student-managed funds.

Investment Management is defined as any role that involves investment management of financial assets for institutions or its clients. Roles include but not limited to: Buy-side and sell-side research, private equity, private wealth management, sales and trading, asset allocator roles, and investment consultant roles.

 

Club leadership

(Select photo to view full profile.)

Jesus Fernandez

President

Jesus Fernandez

Jesus Fernandez is President of the Investment Management Club, program manager for the Fundamental Investing Practicum, and member of the AIM student managed investment fund.

Throughout the spring of 2024, Jesus has worked as an Equity Research Intern with CJS Securities. In the summer of 2024, he will join American Century Investments in Kansas City, MO, where he will work with teams across various growth and value strategies. Before graduate school, Jesus spent 5 years as a ground radio repairman and platoon sergeant with the U.S. Marine Corps. He received a BA in Philosophy from American Military University.

 

 

 

 

 

 

Jake Melman-Rogers

Executive Vice President & Vice President of Outreach

Jake Melman-Rogers

Jake Melman-Rogers is the Investment Management Club’s Executive Vice President and Vice President of Outreach. During the Summer of 2024, Jake worked as an MBA Associate at J.P. Morgan’s Private Bank in New York City. As a first-year at Kenan-Flagler, his team placed third in the Alpha Challenge Credit Competition. Additionally, Jake is a liaison for the Entrepreneurship & Venture Capital club and for the Blue Cup, the annual athletic competition between the MBA programs at UNC and Duke.

Prior to pursuing his MBA, Jake held positions at multiple tech startups and Venture Capital firms. He holds a B.A. from the University of Virginia and is a native of Washington D.C.

 

Ryan Durr

Chair, Alpha Challenge

Ryan Durr

Ryan Durr is the Chair of the Alpha Challenge for the Investment Management Club and the VP of Finance for the MBA Student Association at UNC’s Kenan-Flagler Business School. Before business school, Ryan was an investment analyst at Orange County Employees Retirement System. Prior to this, he was a MBS Reporting Analyst at US Bank.

He received a BS in Finance from California State University Northridge and is a CFA charterholder.

Tanya Aggarwal

Chair, Wednesday Initiative of the Alpha Challenge

Tanya Aggarwal

Tanya Aggarwal is the chair of the Wednesday initiative of the Alpha Challenge of the Investment Management Club. She is originally from India and attended Ramjas College, Delhi University and is a Chartered Accountant. Before graduate school, Tanya worked in Forensic Auditing and Income Tax Litigation. In the spring of 2024, she did a project with White River Value advisors and will be spending her summer with Amgen at Thousand Oaks, California as an FSLDP.

 

Cameron Goodman

Vice President, Leadership & Development (Equity, Credit, Alts.)

Cameron Goodman

Cameron Goodman is the Investment Management Club’s co-Vice President of Leadership & Development (Equity, Credit, Alts.). During the summer of 2024 Cameron worked as an MBA Associate at Purpose Equity, a boutique investment banking firm based out of Columbia, SC. Throughout the spring, Cameron worked with a private equity firm called Modern Energy to help develop valuation frameworks for their portfolio companies. Prior to returning to get his MBA, Cameron worked for 10 years in sales and operations a specialty heavy lifting and transportation subcontractor.

 

 

Vijay Mishra

Vice President, Socials & Communications

Vijay Mishra

Vijay Mishra is the Vice President of Socials and Communication for the Investment Management Club and the president of the golf club at UNC’s Kenan-Flagler Business School. Before business school, Vijay was playing professional golf on the mini tours and worked for a private equity hospitality fund called Essex Garden Investments. Prior to this, he worked in operations for his family business.

He received a BA in Psychology from Winthrop University and is now pursuing a concentration in Investment Management and Real Estate.

 

Parmeet Sangha

Vice President, Finance

Parmeet Sangha

Bio Coming.

UNC Finance Society (for undergraduate students)

The UNC Finance Society (UFS) is the premier student financial services organization sponsored by the UNC Kenan-Flagler Business School. The UFS offers undergraduate students interested in finance unique opportunities to develop the tools and skills needed to become a competent professional in today’s rapidly changing financial environment. Along with participating in educational and networking activities, students manage two equity portfolios and the Reynolds Fund.

Learn more about the UNC Finance Society >