Bermont/Carlin Scholars Program
Calling all business sophomores interested in careers in the investment industry.
Bermont/Carlin Scholars
Application deadline is Friday, June 20, 2025 at 11:59 p.m.
The Finance Department is pleased to announce this year’s competition. We invite you to join a select group of Business School students, the Bermont/Carlin Scholars – exceptional individuals who are interested in learning all they can about investment banking, wealth management, and the related investment industries. Activities of the group have been graciously underwritten by Richard Bermont and Adam Carlin, principals of the Bermont/Carlin Group, a local Morgan Stanley affiliate.
Who's it For?
The Bermont/Carlin Scholars program is designed for exceptionally strong, full-time undergraduate students in the Miami Herbert Business School who are interested in learning about the investments industry through a series of training events that will take place over the summer in 2025, and continue into the fall semester, culminating with a trip to New York City on October 13-16, 2025 for selected students. Students will be selected for the trip from applicants (the “Bermont/Carlin Scholars”) based on performance at the trainings, projects, and presentations as detailed below.
To apply for the program, students must have a minimum GPA of 3.6. Students must also have completed a minimum of 30 credits as of June 2025 and be set to graduate no earlier than December 2027 but no later than May 2028 (i.e., this program is focused on rising sophomores).
In order to apply for the program, you must be willing to attend mandatory trainings in the Fall, including Wall Street Prep, a 2-day training on a Saturday and Sunday, lessons on valuing stocks and writing research reports, job search and networking training, as well as presentation sessions in the Fall for reports on the financial firms we will be visiting on our trip to New York. These sessions will take place over the weekends. A two to three-hour video on collecting data from a Bloomberg terminal will be provided before the valuation lesson. We will also schedule additional mandatory Sunday afternoon sessions before the trip for those selected.
You will be given several assignments to work on from June to October. We will do two cuts of applicants based on your performance on the summer assignment and valuation report. For students who make those cuts, the application process will culminate in student presentations. To be considered, you must attend any and all events and trainings. The Bermont/Carlin Scholars for this academic year will be chosen from those that participate in the student presentations. Scholars will travel to Wall Street during the week of October 13, 2025, to meet with firms in the investment industry and network with industry leaders, alumni, and former program scholars. NOTE: The trip is during Fall Break!
To apply for the program, please complete the application by Friday, June 20th, 2025, by 11:59 p.m. Print your unofficial transcript from Cane Link to a .pdf, get a professional (electronic) photo (headshot) (The file format should be .jpg or .jpeg. We can also accept .gif, .bmp, and .png.), a .pdf version of your current resume (in Mergers and Inquisitions format), and your application essay (also a.pdf).
For more information and answers to questions, please contact Professor Mark Shapiro, m.shapiro1@miami.edu; Professor Andrea Heuson, aheuson@miami.edu; or Professor Jason Damm j.damm@miami.edu.
[1] Students who complete the summer assignment but are not selected to continue are welcome to participate in Wall Street Prep as well. It is vital to your success in interviews.
