Investment Analytics Minor

Description

This minor offers a distinctive pathway for top-performing finance students
interested in careers in advisory practices of large accounting and other firms,
investment banking, private equity, and wealth management. This minor is built
upon an accountancy foundation, emphasizing the rigorous understanding of
financial statements, valuation, and analytics that underpins sound investment
decisions.

This selective program integrates advanced analytical techniques, accounting
insights, and real-world application to prepare students for the demands of
modern financial and investment environments. Students accepted into the minor
will gain exposure to predictive modeling, artificial intelligence, and capital
market infrastructure, learning not only how to interpret data, but how to apply
analytical and accounting insights to financial and investment challenges.

Students in the program will be uniquely equipped to pursue roles in:

• Corporate valuation and advisory services
• Investment banking, equity research, and quality of earnings analysis
• Private equity and venture capital analysis
• Wealth and portfolio management
• Strategic consulting and financial data analytics

This minor is competitive. This minor can only be earned by finance-related majors (Banking and Finance; Finance; Real Estate; Risk Management and Insurance).

Students accepted into this minor must complete the
following 9 hours with a B or better:

Required Courses
Must receive a B or better on first attempt.
ACCY 3020Fundamentals of Accounting Data Analytic3
ACCY 3030Financial Accounting I3
ACCY 3040Financial Accounting II3
Choose 9 hours from the following:9
Must receive a B or better on first attempt.
Investment Analytics Internship
Predictive Models, Accy Analytics, & AI
Financial Statement Valuation Analytics
Investments, Markets, & Infrastructure
Total Hours18

Other Academic Requirements:

  • Enrollment: Be a declared major in finance in the School of Business Administration.
  • GPA Requirement: Have a minimum cumulative AND resident GPA of 3.75.
  • Failure to meet grade requirements will result in removal from minor.
  • Application: Submit a brief statement of interest outlining career goals and how the minor aligns with those goals.
  • Faculty Endorsement: One faculty recommendation or endorsement, preferably from an instructor in an upper-level accounting, finance, or analytics course.
  • Availability of Space: Admission may be limited based on cohort size and faculty resources.
  • Interviews: Potential interview process needed based on demand and need for differentiation of candidates.