Practicum in Portfolio Management
About the Class and How to Apply
Overview for Senior Finance Majors*:
Baylor has a student-managed investment fund which is now valued at approximately $5.3 million. You could be part of the team that manages this equity securities portfolio, while learning the tools and techniques used by professionals to analyze and select individual stocks.
How can you be a part of this? Take the Practicum in Portfolio Management (FIN 4381) in Fall 2013. The Practicum is a one-semester class offered to graduate business students and to senior finance majors with strong academic records and a background in investments.
The Class:
Time: Mondays, 5:00-7:30pm
Location: Southwest Securities Financial Markets Center, on the first floor of Cashion Building.
Structure: Designed after the operational format of a funds management firm and built around student participation.
The course primarily consists of teams preparing and presenting to the class detailed reports on stocks in their market sector. Every class member is involved in the discussion of each stock. Following the presentation and discussion, the team makes a recommendation on the stocks they presented. The class votes and the decisions of the class are implemented.
For a better understanding of the course, you are welcome to sit through all or part of a class session!
Professors:
Ø Brian Bruce, with Dr. Bill Reichenstein, co-founded the Practicum in 2001. Brian is the CEO of Hillcrest Asset Management in Dallas. He has over 20 years experience as a portfolio manager, including managing over $20 billion as Chief Investment Officer of PanAgora Asset Management, a subsidiary of Putnam Investments.
Ø Brandon Troegle is an analyst and portfolio manager with Hillcrest, focusing on the firm’s securities selection. Before joining Hillcrest, Brandon was an equity analyst at Morningstar. Prior to Morningstar he worked for Luther King Capital Management and Bank of America. Brandon is a CFA charterholder.
How to Apply:
By 4:00pm, Thursday, March 21, submit the following documents:
1. Cover letter stating why you wish to take the course
2. Unofficial transcript*
3. Resume
Submit documents to Dr. Bill Reichenstein, Department of Finance, Insurance & Real Estate, HSB 355.
Enrollment is limited to 15 graduate and senior undergraduate students. Applicants will be evaluated by a Finance faculty committee chaired by Dr. Bill Reichenstein, Professor of Finance and Chair of the Board of Trustees of the Investment Fund.
For More Information:
Go to: http://www.baylor.edu/business/financial_markets, or
Contact Dr. Bill Reichenstein at Bill_Reichenstein or by phone at 710-6146
What are the differences among commercial, investment and private banks?
Learn about these differences and commercial banking summer internships & full-time jobs.
| Amegy Bank | Extraco Bank |
| Bank of Texas | Frost Bank |
| Central National Bank | JP Morgan Chase |
| Comerica Bank | Regions Bank |
| Community Bank & Trust | Wells Fargo Bank |
Blume Banquet Room, Cashion 5th Floor
Wednesday, February 20, 2013
6:30 pm – 8:00 pm
Apply online: www.ajg.com/interns
Qualifications: Successful candidates for our program must have a balanced profile of success in both academic and extracurricular activities in their high school and college experiences. Other significant strengths you should definitely possess: excellent people skills and a competitive nature.
The program is open to college men and women (sophomores and juniors) from all areas of academic study. We’re looking for someone who is not yet committed to a career path or graduate school and would like to explore an opportunity in brokering.
Applications due: February 22, 2013
Background check and paperwork completed: May 1, 2013
First day of work: June 9, 2013
Work location: Arthur J. Gallagher Risk Management Services, Inc.
14241 Dallas Parkway, Suite 300
Dallas, TX 75254
Length of internship: June 9 – August 10, 2013
Work hours: 8:00 am – 5:00 pm Monday – Friday
Pay: $15.25/hour paid semi-monthly
Here are several internship opportunities with JP Morgan and Goldman Sachs for high performing students of all majors:
Students apply via their Hire a Bear accounts; student user name is their full Baylor email address.
1. J.P. Morgan Private Bank deadline to apply is Tuesday (Jan 15) at midnight.
https://www.myinterfase.com/baylor/schedule_view.aspx?token=SJKSiSz9YX7NSrQr8TlTbg%3d%3d
2. Goldman Sachs Operations Analyst deadline to apply is Jan 27 at midnight
https://www.myinterfase.com/baylor/job_view.aspx?token=sgf+EFSN4htUidvanIdmCQ%3d%3d
3. Goldman Sachs Technology Analyst deadline to apply is Jan 27 at midnight
https://www.myinterfase.com/baylor/job_view.aspx?token=W4oYp1htOh06CbpKPsFeGA%3d%3d
4. Goldman Sachs Archon (Real Estate) Operations Analyst deadline to apply is Jan 27 at midnight
https://www.myinterfase.com/baylor/job_view.aspx?token=67OQCrCdyV3RhDi5jUOTmQ%3d%3d
5. J. P. Morgan Operations Analyst deadline to apply is February 24 at midnight
https://www.myinterfase.com/baylor/schedule_view.aspx?token=xIl7U9BI%2fifQBi3+lLPwgg%3d%3d
6. J.P. Morgan Technology Analyst deadline to apply is February 24 at midnight
https://www.myinterfase.com/baylor/schedule_view.aspx?token=qC7yqOV6J4gFGuAM69fWOA%3d%3d
Credit Suisse (Dallas) is looking to hire an undergraduate finance student who’s graduating in May. We’re looking for someone who has excellent analytical skills and is very hard working. This person should also have a strong interest in markets and portfolio management. We also spend a lot of time working on asset allocation and estate planning. This person’s job would be to assist in executing all of the above. Excel skills are a must, Bloomberg skills would be a big help. As part of their employment they will become Series 7 and 63 registered.
Our business has grown over the years, and we’re now the largest Private Bank team in Credit Suisse’s Dallas office. We have about $1.5 billion in assets and $250mm in liabilities for the 50 families that we work with, 3 of which are in the Forbes 400. This is a great chance for someone who’s interested in the Private Banking and Securities business to get a lot of hands on experience.
Please forward resumes to David Kelton at david.kelton@credit-suisse.com.
JOB DESCRIPTION
Job Title: Credit Analyst
Department: Commercial Loans
Location: Waco, Texas
Salary: Commensurate with experience and qualifications
SUMMARY
The Credit Analyst is responsible for gathering and analyzing credit information on current and potential borrowers; determining the merit of various types of loan requests; assisting loan officers in underwriting and documenting the extension of credit; promoting the Bank by maintaining good customer relations and referring customers to appropriate staff for development of new business.
QUALIFICATIONS
Bachelor’s degree in finance, business administration, or other related business field.
NECESSARY SKILLS
· Analytical skills
· Excellent written and verbal communication skills
· Organizational and time-management skills
· Personal and people management skills
· Effective technological skills, especially proficient in Microsoft Word and Excel. Familiarity with data base queries and functions is preferred.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
· Assist loan officers in coordinating and completing projects as assigned
· Assist loan officers in identifying and monitoring past due accounts.
· Analyze financial statements by developing models of credit information to identify patterns and trends (i.e. debt service/cash flow models, yield calculation, sensitivity analysis, etc.)
· Assemble loan data for committee review and approval
· Document discussion during loan committee meetings
· Request real estate appraisals and perform collateral inspections
· Monitor large borrowers for legal lending limit compliance
· Analysis and periodic monitoring of problem loans
· Loan risk-grade evaluations and memorandums
· Prepare reports to enhance risk management function of the Bank, including real estate values, concentrations by credit type, and performance analysis
Additional duties may be assigned by supervisor. This position’s activities will have a direct impact on the Bank’s performance, which evidences the importance of the job’s responsibilities.
For more information, please contact Chris Elliott at (254) 761-6125 or celliott@fnbct.com.
Presentation Title: An Overview of JPMorgan’s Credit Training Program and Structuring Deals with Private Equity Firms
Target Audience: Juniors Interested in a Commercial Banking Summer Internship
Presenters: Lindsey Hester, Senior Vice President, Commercial Lending (Ft. Worth Middle Market) and Laura Simmons, Senior Vice President Credit Training Mgr. (Texas, Oklahoma and Louisiana)
Date, Time, and Location: Thursday, November 8, 2012, 6:00 – 7:00 pm, CB #408
