Financial Analysis and Investments

The breadth and complexity of twenty-first century financial markets demands financial professionals with solid grounding in core financial strategy, along with more specific knowledge of particular marketplaces, and the ability to successfully engage with internal and external stakeholders across an organization.

Specialties available in:

  • Portfolio Management
  • Real Estate
  • Healthcare Finance and Insurance
Financial Analysis & Investment

Track Courses

(12 credits) Three required electives focus on core financial concepts and analysis for major classes of financial assets, and aim to enable students to use this knowledge to meet financial objectives across a variety of organizations. One flexible elective enables students to add depth in either corporate or global financial strategy, in alignment with targeted career goals.

In addition, all students must pursue at least 3 credits of a 5000-level Management course.

Investment and Security Analysis

A rigorous foundation in risk/return analysis, asset valuation, the use of derivatives, and financial engineering techniques in risk management and overall portfolio management. Information technology is applied, including computerized financial modeling and asset management software. (FNCE 5202, 3.0 credits)

Fixed Income Instruments and Markets

This course examines contemporary portfolio management of fixed income institutional investors, issuers, and broker-dealers. It assesses current practice and presents a theoretical framework for anticipating change. Coverage includes pricing, assessment of return and risk, and the development of overall strategies, for these markets: government, corporate, municipal, and international bonds; mortgage-related and other asset-backed securities; and derivative securities including futures, options, swaps, and other interest rate contracts. (FNCE 5512, 3.0 credits)

Options and Futures

Analysis and valuation of speculative securities including options and futures with emphasis on their use for hedging and speculative motives. Major valuation models are discussed and applications of contingent claim valuation framework to corporate finance problems are also explored. (FNCE 5504, 3.0 credits)

Choose one of the following

  • Corporate Finance A markets-oriented approach to corporate finance issues, especially capital structure and dividend policy. Modern concepts of agency theory and asymmetric information are integrated. (FNCE 5209, 3.0 credits)
  • Global Financial Management An exploration of global finance topics such as 1) international trade, 2) balance of payments, 3) exchange rate determination, 4) currency exposure, and 5) the cost of capital in global financial markets. Information technology is applied. (FNCE 5205, 3.0 credits)
  • Private Equity and Venture Capital Seminar course. (FNCE 5894, 3.0 credits)

 

Specialty in Portfolio Management

(12 additional credits) Designed for students targeting asset management positions, this specialty supplements the Financial Analysis and Investments concentration with coursework built around managing a real $2 million portfolio through UConn's Student Managed Fund. This specialty requires admission into the Student Managed Fund program, and a commitment to the 2-year (20-month) degree path. Learn More.

Specialty in Real Estate

(9 additional credits) Real estate is a major investment vehicle as well as a vital resource in the economy. The real estate specialty supplements the Financial Analysis and Investments concentration with general principles necessary for effective real estate decision-making. Courses are taught by faculty from UConn’s nationally renowned Center for Real Estate and Urban Economic Studies. The program provides students the flexibility to focus on areas of individual interest. The 16-month degree path is not guaranteed with this specialty; courses offered evenings/weekends. Learn More.

Specialty in Healthcare Finance and Insurance

(9 additional credits) The Healthcare Finance and Insurance specialty supplements the Financial Analysis and Investments concentration with an innovative combination of courses aligned with the particular challenges of the healthcare market. Courses are taught by faculty and industry leaders associated with UConn’s Healthcare Management and Insurance Studies program. The program provides students the flexibility to focus on areas of individual interest. The 16-month degree path is not guaranteed with this specialty; courses offered evenings/weekends. Learn More.

Track Courses

STEM Designation for 3 MBA Tracks

The State of Connecticut’s Office of Higher Education granted STEM designation for UConn’s three quantitative tracks in the Full-time MBA Program: Business Analytics, Digital Marketing Strategy, and Financial Analysis and Investments.  STEM which stands for: Science, Technology, Engineering and Mathematics, qualifies students here studying on a visa to be eligible for 36 months of OPT (Optional Practical Training), rather than the usual 12 months, provided all other eligibility criteria are met. STEM graduates are essential to U.S. economic competitiveness and growth and in short supply.  This OPT extension makes it attractive to businesses to hire international students. More Information