The purpose of this class is to provide experience beyond that obtained in the core finance and Investment Banking Internship classes. It is to give you a hands-on opportunity to perform activities that you may be doing soon in the finance/asset management/investment banking fields once you graduate. This class will help you make the transition between the finance theory that you learned in class and the actual application of financial knowledge to the main activities performed by financial analysts and portfolio managers: screening, pricing, analysis, management, attribution, and reporting. The intended benefits of this class are threefold. You will leave with:

 

1. An understanding and experience in doing the types of analysis most prevalent in  the finance industry.  This includes industry analysis, company analysis, and portfolio selection, management, and reporting.

 

2. An experience that you can include on your resume that shows you were an analyst with a team managing $750,000 in 2008. You will have experience in many different areas of the portfolio management process.

 

3. Leadership and team building skills and experience.  Leadership responsibilities will be assigned, and you will work within those responsibilities to fulfill the objectives of the class.