FIN:9250/FIN:9260—Applied Security Analysis I & II
Fall 2025 & Spring 2026 Semesters
The Department of Finance and the Tippie College of Business are accepting applications for the 2025-2026 Henry Fund research team. The Henry Fund is a $25.3 million endowed equity portfolio managed by select Tippie students, which fulfills the experiential-learning component for the Master of Finance (MFin) program.
Download the 2025 Henry Fund Application
The Henry Fund program develops investment research and portfolio management skills while preparing students for a variety of finance-related internships and careers, including equity research, investment banking, portfolio management, credit and financial analysis, wealth management, mergers and acquisitions, investor relations, venture capital, and corporate finance. Henry Fund analysts specialize in one or more economic sectors, providing an opportunity to gain a deep understanding of company, industry, and economic value drivers.
The Henry Fund is open to full-time, high-achieving undergraduate and graduate students, who have completed either FIN:4250 or FIN:9150. The size of the team will depend on the quality of the application pool. No prior finance or investments experience is required to apply. Successful candidates will likely exhibit excellent communication skills, strong analytical ability, a broad understanding of the economy, and a willingness to work hard. The program is time-consuming, and candidates must be highly self-motivated.
The Henry Fund is a two-semester, one-year program (FIN:9250/9260 Applied Security Analysis I & II). During the 2025-2026 academic year transition period, we may allow students to participate for only the fall semester, with potential priority given to candidates who are able to serve the entire two-semester term.
Candidates must adhere to all rules and application procedures. Please refer to the complete application for details.
Application Deadline (strictly enforced with no exceptions or extensions):
Friday, April, 2025 at 5:00 p.m.
Required Application Materials:
- Electronic Submission Materials (Attach each of the following in PDF format and email to henry-fund@uiowa.edu by 5:00 p.m., 4/25/25):
- Graduation date and whether you are able to serve for two semesters or only one
- Cover Email Statement
- Updated Resume
- Tippie or Prior Institution Grade Report
- Research Report for Dutch Brothers Inc. (BROS), 3 page maximum
- If selected for the fund, attendance is required for the Henry Fund Advisory Board Presentations (Fri., May 2, 2025, 10:00-3:00 p.m.)
Selection Process
Research report submissions are blind reviewed by a committee of Tippie College of Business faculty. The selection committee will not know the identity of each report’s author until after completion of the review.
In addition to the written report, the individual academic performance of each candidate in FIN:4250 and/or FIN:9150 is considered. We anticipate considering only high-achieving students who perform in the top half of these courses (having earned a grade of at least B+ or higher). The final step in the team selection considers each candidate’s personal background, resume, interactions with Finance faculty, and academic performance.
Henry Fund selections will be announced the following week to allow time for final course registration decisions and so candidates may attend the Fund’s Advisory Board meeting on Friday, May 2nd. Economic sector assignments will be announced at this time as well.