Quantitative Finance Fellows (formerly Financial Markets)

The Quantitative Finance Fellows program is for students interested in investments, and in particular in learning more about the software and hardware used in the financial services industry. In addition to traditional courses taken by all finance majors, students in this program will enroll in a non-credit section of Reuters 3000XTRA, plus BMGT 343 FP section—a dedicated section of Investments. This section will have a financial markets lab requirement – extra sessions taught in the lab in which students will be taught to use Reuters, Bloomberg and/or other financial markets labs hardware and software. Students would also be eligible to participate in winter-term study abroad trips with BMGT Honors, where focused on financial markets.

The Faculty Champions are Chuck LaHaie and Dr. Russ Wermers. Click their names to view  profiles.

Curriculum -- 1 year program

• Sophomore year or Fall of Junior year - BMGT 340 (Business Finance) and BMGT 430 (Linear Statistical Models). BMGT 313 (Financial Statement Analysis) is recommended but not required
• Fall and Spring of Junior year - Reuters 3000XTRA non-credit class
• Spring of Junior year - BMGT 343 FP section (investments, dedicated section)

*Program is open to Juniors and rising Juniors and must be completed within one year of being admitted. NOTE: The Quantitative Fellows program is designed for students who have not yet taken BMGT 343 (Investments), which will be a dedicated program course. Students who have already completed BMGT 343 will not be eligible for acceptance into this program.

Preferred course sequence for finance majors:

• BMGT 340 taken in 4th semester sophomore or 5th semester junior year
• Dedicated section of BMGT 343 offered in spring of junior year
• All quantitative fellows are required to complete BMGT 340 & BMGT 430.
• BMGT 313 (Financial Statement Analysis) is recommended for all Finance Fellows. Quantitative Finance fellows may enroll on a space available basis in either of the two sections of BMGT 313 dedicated to Finance Fellows, if space is not available in these two sections, may enroll in any open section. 

Co-curricular activities/events

• Professional polish seminar
• Finance Fellows Speaker Series (3 speakers each semester)
• Reuters instruction and certification
• Finance Field Day mentoring program
• Optional non-credit trips
• Optional winter-term three credit study trip

NOTE: Fellows are required to attend 4 out of 6 events. The speaker series also require writing a 1-2 page reflection paper following each event.

Fellows Application Eligibility

• Must be a Finance Major
• Minimum Junior Standing. Rising juniors preferred in order to complete course sequence
• Grade of B- or better in BMGT340 (may complete either spring semester at time of application or fall semester. Admission is provisional contingent upon satisfactory completion of BMGT340)
• Cover letter explaining why you want to participate in the program

Application & Selection Process

• This Application is closed
• You can work on your application in any order you choose
• You can save your application as a draft (before making a final submission). Your saved application is located in your "Profile" under "My Applications" in UNet.   Please remember not to submit your application until you have finished entering all parts of your application .  You will only be able to submit this application once and are then unable to return to make edits.