Introduction to the Finance Industry

This is a 9-week program open to first-year students and sophomores interested in learning more about the finance industry and exploring potential careers in the finance industry. The workshop series is led by Stephanie Hockman, Director of the Traub Careers in Business and Finance program at the Loeb Center, and Matt Toporowski ‘25, Finance intern.  The series is designed to help students understand the finance industry ecosystem, learn about the  components of the industry, distinguish the nuances of career opportunities, and understand the lingo used in the finance industry. Some workshops will include alumni who will add their practical insights, experience and understanding to the discussion. Registration and CommitmentTo register, you must commit to attending all 9 sessions from February 13 to April 17 (excluding March 20th). All workshops are held 8 – 9pm on Thursdays.  Space is limited and on a first-come basis. Deadline to register is February 10.Workshop Schedule and TopicsFEB. 13: Overview of the Finance Industry and the finance ecosystemFEB 20: Investment Banking, Part 1 – Corporate Investment BankersFEB 27: Investment Banking, Part 2 – Global Markets (e.g. Sales & Trading, Research, and Investor Services)MAR 6: Investment Banking, Part 3 – CIB Operations & Supporting functionsMAR 13: Private Wealth Management & discussion on asset classesMAR 20: SPRING BREAK – NO WORKSHOPMAR 27: Investment Management & Asset ManagementAPRIL 3: Alternative Investment: Fintech, Hedge Funds, Insurance, SPACs & Real EstateAPR 10: Private InvestingAPR 17: Review of the finance industry and next steps to preparing for finance industry interviewsAll questions may be directed to Stephanie Hockman (shockman@amherst.edu)