Bermont/Carlin Scholars Program

Bermont/Carlin Scholars

Application deadline is Monday, January 30, 2023, at 11:59 p.m.
 Apply now!

The Finance Department is pleased to announce this year’s competition to be invited 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 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’/Smith Barney affiliate.

Who's it For?

The Bermont-Carlin Scholars are exceptionally strong full-time undergraduate students in the Miami Business School who are interested in learning about the investment industry through a series of events that will be held in the Spring of 2023 and immediately thereafter. The selection process is competitive and requires a minimum GPA of 3.4. You must also have completed a minimum of 45 credits as of January 2023, and be set to graduate no earlier than December, 2024 (i.e. this program is focused on sophomores) but no later than May, 2025 (i.e. students graduating in December 2025 or May 2026 are ineligible this year for this program and should apply next year, even if they have sophomore standing as a result of extra credits).You must also either have completed or be enrolled in FIN 302 for Spring ’23. 

 In order to apply, you must be willing to attend mandatory all-day Saturday February 4 and Sunday February 5 for Wall Street Prep, as well as training sessions of 2-3 hours on Sunday, February 19, and Sunday February 26th. We will likely schedule 2 to 3 more Sunday afternoons in the later spring. These training sessions teach the strategies to search for and succeed in obtaining jobs in the investments industry and to provide a foundation to learn the language and substance necessary for interviews in these areas. You will also be given several assignments to work on during February and March. The application process will culminate in student presentations on Saturdays and/or Sundays in April, probably the 15th and 16th, 2023. Selected students will participate in a trip to Wall Street during the week of May 15, 2023.

 To apply for consideration, please complete this form by Monday, January 30, 2023, by 11:59pm.  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 or Professor Andrea Heuson, aheuson@miami.edu.