Wilkes University

The Advanced Investment Management program

is a rigorous two-week course  for high-achieving junior or senior university students who are passionate about working in the investment management industry.

Entry to the program is highly selective. Taught by experienced investment professionals, topics include equity and fixed income research, asset allocation, risk management, quantitative research, portfolio management and effective communication. Along with the keynote lectures and discussions, the course focuses on hard skills in areas like programming, risk models and model development. The final capstone project involves a competition as students work in small teams to develop viable investment strategies.

Key Features:

Participate in interactive presentations taught by top Wall Street experts.

Learn software/systems required to succeed: model research and development, risk measurement and management, portfolio optimization and simulation, and an introduction to coding and algorithm development.

Compete with a team of peers to develop a viable investment strategy that you will present to a review panel of professional investment managers. 

Visit Wall Street and other locations to network with investment professionals and talented peers.

Have an opportunity to land a valuable internship at one of the CQA member firms. 

Corporate Sponsors:

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