Investment Management Leaders

Pretty Lake


Investment Management Leaders Program (IMLP)[1]

The Notre Dame Institute for Global Investing is excited to announce the launch of our revised Investment Management Leaders Program (IMLP). This specialized program, which will now include a certificate earned under the NDIGI, is designed for students who want to broaden their investment management and leadership skills, while obtaining a finance major within the Mendoza College of Business.

Students must meet the curriculum, leadership and service requirements under the IMLP to earn the Investment Management Leaders Certificate. Interested students may register with the NDIGI beginning in the spring of their sophomore year. Progress toward completion of the certificate will be monitored by the NDIGI and certificates will be awarded upon graduation.

Certificate Requirements:

To earn the certificate, students must meet the following requirements prior to graduation:

Curriculum[2]:

Students are required to take 15 credits of finance electives, including 12 credits from among the courses described below - which is three credits beyond the requirements of a finance major.  All students must take either Security Analysis (FIN40610) or Applied Investment Management (FIN40640) or both.

  • FIN 40640: Applied Investment Management (6 credits)[3]
  • FIN 40610: Security Analysis (3 credits) 
  • FIN 40260: Python for Finance (3 credits)
  • FIN 40520: Global Portfolio Management (3 credits)
  • FIN 40620: Trading and Markets (3 credits)
  • FIN 40630: Options and Futures (3 credits)
  • FIN 40660: Fixed Income Investment Strategies (3 credits)
  • FIN 40670: Advanced Investment Strategies (3 credits)
  • FIN 40680: Private Equity or FIN 40685: Applied Private Equity Projects (3 credits)
  • FIN 40690: Behavioral Finance (3 credits)
  • FIN 40710: Real Estate Valuation and Investment (3 credits)
  • FIN 44530: Emerging Markets Investing (London Program, 3 credits)

Students are also required to maintain a cumulative GPA of at least 3.50, while receiving no grade lower than a B in their required finance courses (FIN20150, FIN30100/ACCT30100, FIN30400, and FIN30600) or finance electives.

Non-Curriculum Training and Participation[4]:

In addition to the curriculum requirements above, students must consistently demonstrate strong interest in investment management and commitment to leadership and service by completing the following non-curricular training and participation requirements. The non-curriculum requirements are designed so that leaders are actively involved during each academic year while at Notre Dame.

  • Training – Completion of the following training:
    • Financial modeling training through the NDIGI/WSC financial modeling workshop, Adventis, Training the Street, or a comparable program approved by the NDIGI. 
    • Complete Blomberg Market Concepts (BMC) program during freshman or sophomore year[5].
    • Students may present their training opportunities to NDIGI for consideration to be eligible to meet requirements. 
  • Leadership – At least one NDIGI-approved leadership activity related to investment management, as described below:
    • Officer f the Wall Street Club, Investment Club, or other approved club.
    • Approved leadership role in an approved finance r investment related SIBC project.
    • Other investments-related leadership roles that students present for approval by NDIGI.
  • Service - At least one NDIGI-approved service activity that fosters a stronger Notre Dame investment management community, as described below:
    • Peer mentor through the Wall Street Club, NDIGI, or other approved mentor program.  Minimum number f service hours need to be completed to satisfy certificate requirements. 
    • Active role on Women’s Investing Summit planning committee or other approved NDIGI initiative.
  • Demonstrated industry interest (must complete all)
    • Attend and/or participate in at least ten NDIGI-sponsored speakers or events over five different semesters (the list of approved events can be obtained from the NDIGI and attendance must be verified.)
    • Active role in Investment Club or Smart Woman Securities stock pitches, or in other NDIGI-approved stock pitch, VC, PE session or competition.  Pitch must be done individually and submitted to NDIGI for review. 
 

[1] As of spring semester 2019

[2] The curriculum requirements may evolve with each class year. Refer to the NDIGI website for the current list of approved courses.

[3] Applied Investment Management (FIN40640) counts for only three credits toward the 12 elective credits required for the finance major, but can be counted as six credits toward requirements of the Investment Management Leaders Certificate.

[4] Approved non-curriculum training opportunities may be added as NDIGI works to develop programming or creates additional partnerships with clubs and other campus organizations.

[5] Bloomberg Market Concepts is a certification which can be completed for free on the Bloomberg terminals in the Mahaffey Business Information Center.