From investment banking and risk management to commercial real estate, this course introduces students to a wide range of careers in the financial industry. Along the way, students will gain insight into various business models and financial markets while developing valuable analytical and strategic skills.

A site visit to an investment firm offers a firsthand look at real-world successes, challenges, and key lessons in the field. Students will also hear from a seasoned investment professional who will share their personal career journey and highlight the diverse roles available in the investment world—whether in high-profile positions or essential behind-the-scenes roles.

Throughout the course, students will be introduced to foundational investment concepts, including data research, asset valuation, performance benchmarking, portfolio theory, risk-adjusted asset allocation, hedging strategies, and portfolio performance management.