Next Application Deadline
April 24, 2017
An Online MBA Specializing in Investment Management
UNC Kenan-Flagler's MBA concentration in investment management prepares graduates with the financial expertise and analytical skills needed to transition into investment management or improve their opportunities for advancement within this challenging discipline.
Through theoretical and applied coursework, students learn the potential risks and rewards of various investment strategies as well as the strengths and weaknesses of different types of financial securities. Exploring topics such as security analysis and portfolio management, capital markets, sales and trading, and private wealth management, students gain a broad understanding of investment tools, institutions and practices.
With access to extensive career services, a strong alumni network and finance industry leaders, UNC's investment management concentration provides graduates with an invaluable competitive edge.
Career Outlook for Investment Management Professionals
As the U.S. economy continues to recover and grow, employment opportunities for investment management professionals are expected to grow faster than average.
Investment Management Job Market
Projected industry growth by 2024
Careers in Investment Management
Graduates with an MBA concentrating in investment management are positioned to excel in roles in:
- Portfolio Management—Relying on in-depth market and industry knowledge, portfolio managers decide which securities to purchase in order to meet defined investment objectives. With ultimate responsibility for the fund's financial performance, these positions require extensive investing or trading experience.
- Sales and Trading—Though traders and brokers both purchase and sell securities, they serve different roles. Working for a securities or brokerage firm or on their own behalf, brokers are sales agents who buy and sell based on their clients' objectives. Usually working for large investment firms, traders buy and sell securities on behalf of the assets their firm manages based on instructions from a portfolio manager.
- Risk Management—Professionals in these roles identify and measure potential risks to their firms and develop and enforce procedures to mitigate those risks. While large firms have dedicated risk management departments, smaller firms may delegate the role to trading groups or the firms' principals.
- Compliance—Protecting investors, firms and the integrity of the market, compliance officers or managers ensure compliance with all applicable laws and regulations as well as a firm's internal policies and procedures. They are also responsible for ensuring the accuracy and completeness of all marketing materials and fund filings to the appropriate regulatory bodies.
- Private Wealth Management—Serving high net-worth individuals, wealth managers provide a range of services geared to these clients' more complex financial needs. Coordinating with other financial experts, attorneys and accountants, the wealth manager may provide investment advice, financial planning, retirement and estate planning, banking solutions, and accounting and tax services.
- Private Equity—Raising capital from high net worth individuals and institutional investors, private equity firms invest in privately-held companies for the purpose of developing new products, expanding operations or restructuring ownership. Professionals often enter these firms as analysts.
In exploring careers in these fields, students should be aware of additional licenses or certifications required for various investment management positions.
Job Titles in Investment Management
- Portfolio Manager
- Chief Risk Officer
- Security Sales Agent
- Compliance Officer
- Chartered Financial Advisor
- Senior Stock Broker
Investment Management Education at UNC Kenan-Flagler
At UNC Kenan-Flagler, we prepare our students for success in the field through our rigorous coursework, personalized career and leadership services, and connections with the UNC Kenan-Flagler alumni network.
Investment Management Curriculum
Financial Statement Analysis
Information for Decision Making, Incentives and Strategy
Mergers and Acquisitions
Taxes and Business Strategy
In addition to core and elective courses, MBA@UNC students specializing in investment management may enroll in select courses at partner schools.
The investment management concentration is led by seasoned investment professionals, including Chartered Financial Analysts (CFAs). Interacting with a select board of professionals from some of the world's leading asset management faculty stay connected to the latest developments in their respective fields.
Career and Leadership Development Services
Virtual Company Info Sessions
MBA@UNC offers live, Virtual Company Information Sessions hosted by executives and alumni from companies in a wide range of industries. These virtual sessions mirror traditional in-person recruiting sessions, giving employers direct access to our corporate finance students through the same face-to-face online platform used to host MBA@UNC classes.
During virtual sessions, guest speakers from leading corporations provide students with an inside look at their companies' goals, culture and hiring needs. After each session, student resumes are compiled for submission to the company's recruiting team.
Previous sessions have included investment management professionals from:
Targeted Career Search Guidance
The Career & Leadership Services team works with students one-on-one to create an individualized career management strategy designed to maximize each student's return on investment.
MBA@UNC students have gone on to positions in some of the world's top investment and banking firms, including:
Federal Reserve Bank of New York
MBA@UNC Class of 2015
Learn More About MBA@UNC's Investment Management Concentration
Take the first steps to becoming a leader in the challenging field of investment management. Discover why The Princeton Review ranks MBA@UNC as the nation's best online MBA program.