Who We Are

The Rensselaer Finance Club is a student-run and Lally-funded organization. Founded in 2023, the club aims to support students with academic, professional, or extra-curricular interests in the finance industry. While the club covers any range of careers in the finance industry, RFC places special interest in placing students into top investment banks in the sales and trading, equity research, capital markets, and investment banking divisions. Club activities include guest speakers, alumni networking events, investing competitions, and other professional development opportunities. The RFC also leads a Student Managed Investment Fund, providing students with real experience managing a portion of the school's endowment. 

Mission

Equip students with practical finance skills through guest speaker events, hands-on workshops, case studies, and networking opportunities. Connect students with industry professionals for mentorship, participate in competitions, and run projects to help members gain real-world experience in finance and enhance their technical, analytical, and interpersonal skills.

Vision

Become a premier hub for finance talent, achieving a 100% placement rate into top-tier financial roles, and empowering members to thrive in a dynamic, global financial industry.    

Spring 2025 Officers:

• President: Grace Peckham
• VP Employer Relations: Claire Iwelumo
• VP Alumni Relations: Thomas Brito
• VP Campus Relations: Patrick Keegan
• VP Administration: Rohan Vaidya
• VP Event Planning: Adrien Gurung
• VP Marketing: Shivani Patel

Adviser: Jackie McPhillips Balcerak

Education:

• Guidance on career opportunities in finance
• Interview & Technical Prep 

Networking:

• Guest Speakers
• Networking workshops
• Network of successful alumni 

Real Experience:

• Case studies
• Investment pitch competitions 

National Investment Banking Competition

Rensselaer Finance Club ranked top 50 out of 500 national universities to compete in the National Investment Banking Competition in Vancouver in January 2025.

"The NIBC Conference was a very realistic experience of working in Investment Banking. Our team assembled a very strong pitchbook and completed a financial merger model in a matter of hours. We then had the opportunity this pitch to industry professionals and field questions from the "client", emulative of a real pitch.

My favorite part of the conference was being able to connect with so many students who are also pursuing careers in the investment banking industry. It was awesome to represent RFC and Lally amongst so many other impressive universities and we will maintain those relationships in the coming years!" - Nicholas Khoo, Team Captain

"My experience at NIBC was both fun and unique, offering an incredible opportunity to grow and connect. It was inspiring to meet and collaborate with students from other prestigious schools, sharing ideas and learning from one another.

The highlight of the program was being placed in real investment banking scenario, working on a complex case, and presenting our solutions to a panel of judges. Beyond the professional aspect, exploring the city of Vancouver was a great way to round out the experience." - Nayib Mall, Team Member

Spring 2025 Rensselaer Finance Club Event Schedule

📅 January

• 1/8 – Opening Session
• 1/15 – Intro to Recruiting with Adrien & Thomas
• 1/22 – FactSet Walkthrough
• 1/29 – Introduction to Investment Banking with Nick

📅 February

• 2/5 – Tim Welles (In-Person) 
  
• 2/12 – Sales & Trading Interview Prep with Claire
• 2/19 – Valuations Workshop with Nick & Rohan
• 2/26 – FICC/Options Deep Dive

📅 March

• 3/5 – Spring Break
• 3/12 – Ken Dupuis (In-Person, 2 PM)
• 3/19 – Jon Matla (In-Person, 2 PM)
• 3/26 – Brandon Win (Virtual, 2 PM)

📅 April

• 4/2 – Gregg Bresner (Virtual, 2 PM)
• 4/9 – SHG Onsite Trip (1 PM)
• 4/16 – Open Slot for Alumni Speaker (12–3 PM)
• 4/23 – Networking Bootcamp (2 PM)
• 4/25 – Alumni in Finance Event

Stay Connected with the us! 

Follow us on social media for the latest updates, events, and networking opportunities in finance.

Instagram: @rensselaerfinanceclub

LinkedIn: Rensselaer Finance Club