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TWO SEMESTERS OF GRIT AND SAVVY

Imagine working as an analyst supporting the $17.1 million MBA Investment Fund, learning advanced concepts in finance in a high-pressure experience for advanced students. Do you have what it takes?

AN MBA-LEVEL IMMERSION IN INVESTING

The Financial Analyst Program (FAP) is open to a select group of outstanding finance majors. Under the direction of Professor Jonathan Cohn, the two-semester program combines classroom coverage of MBA-level material in finance with hands-on applications, tool development, and an opportunity to learn from and interact with program alumni and other successful financial analysts.

  • FINANCIAL KNOWLEDGE

    Learn advanced concepts in finance, gain exposure to new analytical tools, acquire knowledge about the workings of financial markets, and develop intuition about value-creation through stimulating and challenging coursework. Hear about the application of financial analysis from more than a dozen outside speakers.
  • NETWORKING AND CAREER PLANNING

    Interact with prestigious alumni of the program on the Financial Analyst Program Advisory Council, including your own individually assigned mentor, as well as some of the other 800+ alumni of the program.
  • HANDS-ON EXPERIENCE

    Work as an analyst supporting the $17.1 million MBA Investment Fund; develop and present a stock pitch as part of a team with advice from assigned MBA Investment Fund managers; and participate in modeling sessions conducted by program alumni.

PEOPLE AND CURRICULUM

Students apply to the Financial Analyst Program in the fall of their junior year. Candidates accepted to the program take FAP Security Analysis (FIN 377.3) in the spring of their junior year and the FAP Practicum (FIN 366P) in the fall of their senior year.

Spring Curriculum

The FAP Security Analysis (FIN 377.3) class provides MBA-level coverage of valuation, financing, business model assessment, mergers and acquisitions, risk management, and more. In addition to covering key concepts underpinning financial analysis, we delve into essential features of financial markets, including the IPO underwriting process, the structure of debt contracts, how corporate bankruptcy works, the steps involved in a corporate acquisition, and the organization and compensation of private equity funds. Students will apply the tools of financial analysis through Harvard Business School cases and other assignments. We will also use insights from the course to better understand significant recent and current events and trends in financial markets.

Fall Curriculum

The FAP Practicum (FIN 366P) exposes students to financial analysis practice. Approximately half of the class sessions are devoted to outside speakers, many from the FAP Advisory Council. Speakers describe the practice of financial analysis in their areas of expertise, discuss actual investments they have evaluated, offer career advice based on their own experiences, and much more. Talks cover private equity, hedge fund, venture capital investment, distressed investing, undertaking an entrepreneurial endeavor, blockchain/cryptocurrency, and post-graduation recruiting and career planning. 

Students work as analysts supporting the $17.1 million MBA Investment Fund as part of the practicum, learning the tools used to conduct financial analysis and presenting financial analysis in a professional setting. Students also prepare stock pitches with advice from assigned MBA Investment Fund managers.

Other Practicum Activities

The FAP practicum covers one-off advanced topics such as corporate governance and executive compensation and discusses academic research on various subjects, including the performance of portfolio managers (such as mutual funds) and the implications of private equity buyouts for stakeholders. Students will get a chance to obtain certifications and work on financial modeling skills under the tutelage of program alumni.

Program Advisory Council

The Financial Analyst Program Advisory Council enhances communication between alumni, current students, faculty, and investment professionals. Member contact information is available to current FAP students, and they provide feedback to students regarding industry trends and practices in the field of investments. 

A formal, annual meeting is held at the university during the academic term. Advisory Council members also organize an informal meeting in the summer in their respective cities for program alumni and current students interning in the same area. 

Advisory Council members support the applied aspect of the curriculum by preparing and updating interview materials, investment models, and industry cases. They also support the efforts of the finance department to foster involvement and donations by individuals and corporate partners.

Advisory Council Members assist on an uncompensated basis.

Current Students

FAP Class of 2021

Shauhin Ahmadian

Johnnie Greenhill

George Marlow

David Weber

Sameer Ajani

Arushi Guddanti

Matthew Martin

Nicole Welsh

Shayan Ali

Inara Haque

Hammad Masood

Eddie Wu

Holden Archer

Baron Holmes

Lauren O'Connor

Hansen Zeng

Alexis Bennett

Karim Hooda

Arjun Penna

 

Jahnvi Bhakta

Alan Huo

Noah Penny

 

Maxson Chu

George Jing

Ajay Raja

 

Harvey Cornell

Audrey Liu

Shania Robinson

 

Nishal Desai

Joanna Lu

Prem Roopani

 

Dhruv Dhuper 

Sarah Mahosky

Harin Sabhaya

 

Linda Duraj 

Nihar Makineni

 Taha Siddiki

 

Stephenson Gokingco

Nick Marchenko

William Teichman

 

 

STUDENT APPLICATIONS

There are several reasons why the Financial Analyst Program is an excellent fit for you. Gain experience, expand your network, and learn marketable skills. Prove what you are worth in the financial and investing world!