Investments and Portfolio
Management Track

The investments and portfolio management track is suitable for a wide range of careers in the asset management industry, such as investment management, trading, security analysis, and risk management. Students with this background may be hired by investment banks, institutional money management firms (mutual funds, hedge funds, pension funds, etc.), and firms that specialize in derivatives trading.

The curriculum in this track has been designed to provide students with a thorough understanding of investment analysis, portfolio management, fixed income, derivatives (forwards, futures, swaps and options), risk management, and financial innovation. Students may specialize their training by earning the Investment Analysis Certificate.

We present below a recommended course schedule for full-time students entering the program in the Fall semester who plan to graduate in 18 months. The required foundation courses are listed in red, the required advanced courses are listed in blue, whereas the advanced elective courses are listed in black. The course schedule below represents the optimal sequencing of finance courses by ensuring that students complete the necessary prerequisite courses before taking advanced electives. However, students may choose their own electives and the pace through the program.

Investments and Portfolio Management

Recommended Course Schedule

Semester Course Credit Hours
FALL (Year 1) 9
1st half only: Analyzing Financial Statements (6A31) 1.5
Managerial Finance (6A35) 1.5
2nd half only: Intermediate Corporate Finance: Valuation (7A10) 1.5
Capital Markets (7A20) 1.5
Full Semester: Statistics (BZAN 6310/6320) 3
SPRING (Year 1) 10.5
1st half only: Derivatives I (7A50) 1.5
2nd half only: Portfolio Theory and Practice (7A23) 1.5
Derivatives II (7A51) 1.5
Full Semester: Programming in R - Finance Applications (7358) 3
International Finance (7360) 3
SUMMER (Year 1) (Choose 6 credits from below) 6
Risk Management (7361) 3
Introduction to Quantitative Investing (7A97) 1.5
Electric Power Markets (7377) 3
Midstream Energy Finance (7374) 3
Industry Consulting Project - 12 weeks (7397)* 3
FALL (Year 2) (Choose 4.5 credits from below) 4.5
1st half only: Advanced Corporate Finance (7A30) 1.5
Fixed Income I (7A40) 1.5
Retirement and Estate Planning (7A62) 1.5
2nd half only: Fixed Income II (7A41) 1.5
Banking and Credit Analysis (7A42) 1.5
Total Program Credits: 30

*: Subject to availability