Investment Management Workshop | Bachelor's Degree in Business

The Investment Management Workshop, directed by Robert Jennings, prepares students for the competitive recruitment process for careers in security research, sales, trading, and private wealth management.

Admitted workshop members will take 2 classes (BUS-F312 and BUS-F412), totaling 3 credit hours. Additional professional development opportunities include an Alumni Superday, weekly alumni speakers, networking trips to New York City and Chicago, specialized instruction with Training the Street, junior and senior mentors, and 22 supplemental leadership team lectures covering a myriad of technical modules. Many successful applicants to the IMW apply for the Knall-Cohen Investment Fund (BUS-F212) in spring of freshman year, as the course teaches students fundamental equity analysis. Qualifying IMW students may also be eligible for the Finkelstein Family Investment Management Workshop Scholarship.

The Investment Management Workshop engages with many firms in the industry, including:

Bank of America
Barclays
Bernstein
Baird
BlackRock
Blackstone
BNY Mellon
Citibank
Deutsche Bank
Evercore ISI
Goldman Sachs
HSBC
Jefferies
J.P. Morgan
KeyBanc
Mesirow
Morgan Stanley
Neuberger Berman
Piper Sandler
PNC
PGIM
RBC
Trillium
UBS
Wells Fargo
William Blair
Wolfe Research

Workshop Application and Admission

Kelley sophomores in their fall semester (applications close late September).

Passionate about the markets
Strong academic record
Knowledge of basic market concepts and current events
Extracurricular involvement on campus

The only prerequisite is a passion for the markets. Apart from that, we evaluate the candidates holistically and take all aspects into consideration. For example, we do not have a GPA cutoff.

There will be three rounds of interviews throughout September and October. Specific dates will be provided closer to the start of the application process.

Decisions will be communicated on November 1.

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The Application Link becomes active based on the timeline mentioned.

Recommended Courses

BUS-F 100: Introduction to Financial and Real Estate Careers (3 credits); first-year
BUS-F 212: Knall-Cohen Fund (1.5 credits); fall of second year

Workshop Courses

BUS-F 312: Investment Management Workshop I (1.5 credits); spring of second year
BUS-F 412: Investment Management Workshop II (1.5 credits); third or fourth year.

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Workshop Time Commitment

1.5 credit, eight-week class in spring of sophomore year, with a focus on fundamental equity analysis, relative valuation, macroeconomics, and stock-picking
1.5 credit, eight-week class in spring of junior or senior year to further develop technical and professional skills
Supplementary sessions with leadership team. Topics will include but will not be limited to professionalism, networking, and technical concepts such as monetary policy, bonds, currencies, commodities, securitized products, options, and other derivative financial instruments.
Networking trips to New York and Chicago in spring of sophomore year
Training the Street session on financial modeling and valuation
Research, sales and trading, private wealth management, and asset management panels
A junior and senior mentor to advise the recruiting process and conduct mock interviews
Weekly speaker series

Workshop Faculty

Robert Jennings

Professor Emeritus of Finance

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Workshop Enrollment Questions?

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

Workshop Application and Admission

Who can apply?

What makes an applicant competitive?

When is the application open and due?

When are application decisions communicated to students?

Recommended Courses

Workshop Courses

Workshop Time Commitment

Workshop Faculty

Robert Jennings

Workshop Enrollment Questions?

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