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The Ewing Morris Fellowship is a program designed to provide aspiring investment professionals with an opportunity to gain experience and skills that should help them break into the industry.
A successful candidate can expect to work closely with members of our investment team on a wide range of projects with a particular focus on publicly listed businesses.
Four months, starting every January, May and September. We have designed this to
be a rotating program, meaning, as a general rule, we do not offer an opportunity for multiple terms.
The 4-month fellowship requires the commitment of a full-time position. As it is with any venture in your life, you will get out of the role what you put into it. The Ewing Morris teams commits to enabling the best you have to offer.
This is a modestly paid Internship.
Participants can expect clear and timely feedback on the quality of the work they produce. Participants will also have the personal satisfaction of seeing the fruits of their labor; for example, participating in management meetings with companies on which the Fellow has completed the background investment research. Additionally, each week, a participant can expect to spend dedicated one-on-one time with portfolio managers to discuss any topics in which they are interested.
We make a concerted effort to build a community where participants can interact with, and learn from former Ewing Morris Fellows.
Ideal candidates exhibit a strong enthusiasm for the financial sector coupled with the resilience to thrive under pressure and overcome challenges.
It is important for candidates to acknowledge the limits of their understanding, embrace feedback, and stay open to learning from diverse perspectives.
Prospective candidates should have a natural inclination to inquire deeply, understand complex scenarios, and innovate solutions, fostering continuous improvement and personal growth.
No need to major in accounting, just go through and understand a basic accounting textbook or explore a number of online resources available on the topic (Khan Academy has a collection of videos on the topic that will be helpful).
No need to take an expensive modeling course; there are many free resources covering the use of Excel. Knowledge of VBA is not a requirement. When it comes to models, we spend 95% of the time thinking about inputs and only 5% on how our model looks.
Effective communication and the ability to express ideas effectively and precisely is necessary. Candidates must be able to express their emails, reports, and presentations in a clear and straightforward manner.
| Steps | Timing | Requirements |
|---|---|---|
Application Submission | 4 Months Prior to Start Date Starting every January, May and September. | Fill out Fellowship Application
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Follow-up and 2nd Report | After closing deadline of applications. If selected to proceed to Step 2, you will receive a follow-up email explaining the requirements for a 2nd Research report. |
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Final Interview with John Ewing | After all reports are reviewed, for those selected applicants the final round will involve an interview with John Ewing. |
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Are you ready to begin a professional investment career?
Complete this form and provide all required documents.
