Capital Markets & Banking Workshop

Capital Markets & Banking professionals help provide liquidity, analytics, and pricing across an array of asset classes to internal as well as external banking investors.

These professionals generally reside within the capital markets, global bank, and wealth management business segments and wherever there are sales, trading and research functions.

The Capital Markets and Banking Workshop “CMBW” prepares students for careers in these areas.

  • In capital markets, you may choose to work in fixed income, foreign exchange, capital markets (debt or equity), commodities, credit, public finance, asset-backed (ABS) and mortgage-back (MBS) securities, treasury management, to name a few.
  • In commercial banking, you will be providing corporate, commercial, and private banking services and capital management with ultra and high net worth families and individuals as well as institutional clients.

Regardless of banking function and position you pursue, you will be helping align financial capital with the needs of investors.

To assist in your career pursuits, the CMBW engages with many of the top firms in the industry:

  • Goldman Sachs
  • Bank of America Merrill Lynch
  • J.P. Morgan
  • Wells Fargo

As well as leading boutiques including, but not limited to:

  • Lazard
  • Houlihan Lokey
  • Jefferies
  • BMO Capital Markets

If this workshop and a career in Capital Markets and Banking interests you, please email the CMBW Leadership Team at cmbw@iu.edu or Professors D.J. Masson djmasson@indiana.edu .

Workshop Application and Admission

Sophomores in the fall semester assuming students are 4-year students. If students are 4.5- or 5-year undergraduate students, or are 3/2 MBA students, then the application is in the fall semester of students’ junior year.

 

Admittance into the Capital Markets & Banking Workshop will be based on the student's application, cumulative GPA as of August of at least a 3.40 and grade performance in F210 Investment Banking & Capital Markets.

Additional soft skills will be evaluated during the application period and an interview that will take place at the end of F210.

The application process begins with students enrolling in F255 in the fall semester of their sophomore year. Based on their performance in F255 and their application form due in October, students may be permitted to continue the application process by enrolling in F210.

Decisions will be communicated by Mid-December.

Formal CMBW activities change from year to year based on employer hiring practices but generally begin in January of the spring semester

Highly Recommended Course
  • BUS-F 100: Introduction to Financial and Real Estate Careers (3 credits); first-year
Required Courses
  • BUS-F 255: TOPIC: Introduction to Corporate Finance (1.5 credits); fall of second year
  • BUS-F 210: Investment Banking & Capital Markets (1.5 credits); fall of second year
  • BUS-F 311: Capital Markets & Corporate Banking I (1.5 credits); spring of second year
  • BUS-F 411: Capital Markets & Corporate Banking II (1.5 credits); fall of fourth year

Experience and Expectations

While it is not expected that students have any experience in the financial services industry, it is expected that students demonstrate a passion for accounting, finance, and the financial markets as it pertains generally to “financings” or corporations and capital structure decisions. The CMBW historically has placed students into debt capital markets, leveraged finance, equity capital markets, syndicated lending groups, and corporate banking, and it is expected that student applicants for the CMBW demonstrate their knowledge and interest in these career options.

Once admitted to the CMBW it is expected that students will prioritize CMBW activities and in helping their peers in the CMBW, above other academic and professional development activities within reason. While it is expected that students will apply to multiple Kelley workshops as this is important to the education and development of students’ education, students should expect that they can only be a part of the CMBW if they are not members of other Kelley workshops.

To be in good standing in the CMBW, a CMBW member must show a commitment to attending any required meetings and required networking sessions with alumni and employers within the field.

Workshop Faculty

DJ Masson

Clinical Associate Professor of Finance

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Workshop Enrollment Questions?

For questions on workshop enrollment, please email ksbfin@indiana.edu