World-class learning: opportunity abounds for women in finance through UBC Sauder's SWIFT and PMF programs  

UBC Sauder School of Business is leading change through programs like the Portfolio Management Foundation (PMF) and Sauder Women+ in Finance Training (SWIFT). By educating women in its BCom program to take on decision-making roles in finance, UBC Sauder is helping to break barriers, redefine leadership and build successful careers. 

Women, especially women of color, are chronically underrepresented as leaders in business, especially in finance and investment management. A Morningstar survey of asset managers shows that the percentage of female fund managers globally has remained around 12 per cent for over two decades. This lack of diversity overlooks opportunities to propel new market insights and innovation. 
 

The Portfolio Management Foundation (PMF)  

For BCom students Helaina Bromwich and Manha Waheed, the Portfolio Management Foundation (PMF) is a rare opportunity to access world-class, hands-on training in the global capital markets while completing their undergraduate degree.  

Among the 7-10 students admitted each year, they manage a $12 million portfolio. Working in a small group, they evaluate investments, conduct in-depth research and make strategic decisions that carry real financial implications.  

“At first, it’s a bit challenging because you don’t really know where to start,” she admits. “But you have so much encouragement—from your peers, faculty and even PMF alumni who are now working in industry. I’ve come to appreciate the level of detail and effort that goes into managing a large sum of money. It’s given me a better understanding of how holistic finance is.” 

Reflecting on her decision to join the program, Bromwich notes, “The PMF seemed like a fantastic opportunity to meet people who were interested in the same things as me. I’ve had the chance to learn in a more industry-like capacity and to develop skills that are crucial for a career in finance.” Beyond financial expertise, Bromwich emphasizes the program’s broader impact, adding that her time in PMF has not only sharpened her research and analytical skills but also strengthened her ability to engage in constructive debates and collaborate effectively. 
 

A wealth of mentorship and support 

Mentorship is vital to student success, encouraging growth and offering guidance in professional and ethical conduct, as well as real-world perspectives. 

Students work closely with faculty members, PMF alumni, who are known as Leslie Wong Fellows, and industry experts who provide regular advice and feedback. According to Bromwich, “The guidance we receive is extraordinary. Whether it’s through one-on-one meetings or larger discussions, the insights we gain are invaluable for both our academic and professional journeys.”  

Waheed echoes this sentiment, emphasizing the alumni network as a tremendous asset. “The Leslie Wong Fellows are incredibly responsive and supportive,” she says. “No matter where they are—whether in Toronto, New York, or London—they’re always willing to help.” 
 

Sauder Women+ in Finance Training (SWIFT) 

While both the PMF and SWIFT programs offer unparalleled training for students to pursue careers in investment banking, trading and money management, UBC SWIFT is an uplifting community to explore and succeed while building a network of women in a male-dominated industry.  

Kim describes SWIFT as a community for like-minded women to prepare for a future in finance and develop a sense of belonging. “I wanted to find a space where I could feel inspired. The SWIFT program is designed for women with a passion to learn,” she explains.  

This welcoming environment has enabled Kim to develop deep relationships with peers, faculty and industry professionals. “It’s not just about technical skills; it’s about having people who care about your development and are willing to guide you. My internship manager was so supportive in every endeavour I pursued at the company,” she adds. 
 

Building confidence and community 

The SWIFT program’s emphasis on connection and real-world experience leaves a lasting impression on its participants. Gopee recalls how the program pairs theoretical concepts with practical applications. “We’ve been exposed to previously inconceivable career possibilities, in equities and fixed income,” she says. “It’s incredibly empowering to hear from successful professionals and to understand the pathways available to us.” 

“In SWIFT, everyone is there to motivate each other, and I’ve found lifelong friendships,” says Gopee. Her advice to others considering the program is: “Never talk yourself out of opportunities. Put your best foot forward, apply, and don’t underestimate what you bring to the table. SWIFT is here to help you grow.” 
 

Shaping the future for women in finance 

By equipping students with real-world experiences and a competitive edge, UBC Sauder’s PMF and SWIFT programs are opening doors for women to take on impactful roles in a sometimes unwelcoming industry. 

For these BCom students, exceptional training quickly translates into remarkable career opportunities, including an internship at Goldman Sachs in New York for Bromwich and an accelerated two-year advancement program at CIBC Capital Markets in Toronto for Kim.   

Pennie George, Director of the PMF and SWIFT programs, reinforces the school’s vision when she says, “At UBC Sauder, we aim to create an environment where women are not just learning business but redefining it. These programs are more than academic initiatives—they’re platforms for meaningful change, empowering our students to lead with purpose and confidence.”