The Comp Process

Whether you have years of investing experience or are just starting to learn about finance, our comp process aims to educate students from all backgrounds and majors. To get more information about the Fall 2024 Comp, please fill out the interest form below.

Lecture Series

The SWS Comp is an immersive program during the fall and spring semesters where students can gain knowledge about financial techniques, business concepts, research skills, and learn more about SWS opportunities. Meetings are weekly one-hour sessions where invited guest speakers talk about a diverse range of financial topics. The comp concludes with a group capstone stock pitch project. This process not only serves to launch compers into SWS Associate and Investment Team Analyst roles but also serves as an opportunity for anyone to enrich their financial knowledge.  

  • Personal Finance, Saving, and Investing

  • Analyzing Companies and Industries

  • Understanding the Stock Market

  • Understanding Financial Statements I

  • Understanding Financial Statements II

  • Evaluating Companies with Financial Metrics

  • Creating an Investment Recommendation

  • Stock Pitch Model & Review

  • Entering the Financial Workforce as a Woman

  • Final Stock Pitch and Comp Graduation