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Investment Center

School of Management

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Investment Center

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Marist's state-of-the-art Hancock Center is home to a fully functional trading floor, similar to those you might find in investment banks around the world. The Investment Center, equipped with large screen TVs, stock ticker and computerized financial news feeds, provides students with access to the same technology that Wall Street traders employ to do their jobs, while providing through the glass wall a magnificent panoramic view of the Hudson River.

The world-class Investment Center is equipped with 14 Bloomberg terminals that facilitate a "hands-on" learning experience. Students have access to real-time news, financial market data and prices, and professional tools that enable them to explore, investigate and analyze companies and securities. The classroom is designed to encourage collaboration, with seats arranged in clusters to facilitate student group work.

The resources in the Investment Center are available to all of our students, not just those studying finance. Economics and accounting majors can perform research there, as can our communications, foreign language, and fashion students, for example. Meanwhile, the finance curriculum includes classes in applied finance, structured around the Greystone Equity Fund and the Greystone Fixed-Income Fund, in keeping with our guiding philosophy of providing our students with the best possible preparation for careers in the increasingly complex world of finance.

Testimonials

"I think the investment center enabled me to understand the markets in a real world environment, not just theory. It helped me gain a better understanding of the financial world, and helped shape my understanding of what I want to do when I graduate. When I interviewed for my job, they were extremely impressed with the experience I had in the equities class, especially using the Bloomberg Terminal. It has been an amazing learning experience, and I am grateful to have had the opportunity."

"I was recently hired to be an assistant research analyst for investment grade fixed income at [Investment Management Firm]. There was only one position available and I beat out over 100 other candidates in order to get the job. Throughout the interview process, I constantly referred back to experiences I had in the Greystone Equity Fund. My knowledge of analysis, use of a Bloomberg Terminal, and overall financial vocabulary that I learned from being in the fund is what gave me the edge over the others I was competing against."

"Though we are a smaller school, I felt among some of the most well prepared new hires and I largely attribute that to your style of teaching as well as the professional and educational push that you provided all of us throughout the years."

Finance Electives

Students can apply to take several advanced finance electives in their Junior and Senior years. These classes help equip our students with the skills required to compete successfully for positions in investment banks, hedge funds, asset management firms and rating agencies.

  • BUS 426 - Investment Practicum: Equities
  • BUS 427 - Investment Practicum: Fixed Income
  • BUS 416 - CFA庐 Level 1 Prep Class
  • BUS 417 - Structured Finance Modeling

The Investment Practicum classes introduce students to the asset management profession, while the CFA庐 Level 1 Prep Class helps prepare students who intend to take the examinations that are a prerequisite for the Chartered Financial Analyst designation. In the Structured Finance Modeling class, students learn sufficient computer programming skills to develop programs to amortize pools of collateral in order to structure an asset-backed security (ABS). Please note that admission to these classes is by permission of the instructor only.

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Marist's State-Of-The-Art Investment Center

Marist's Dyson Center is home to the state-of-the-art Investment Center, replicating a Wall Street trading floor. The Center features 16 Bloomberg terminals providing real-time financial market data, a stock ticker, and tools like Morningstar and Valueline. Through experiential learning and a hands-on approach, it prepares students for successful financial careers. Classrooms foster a collaborative environment that promotes teamwork amongst students as they explore, investigate, and analyze companies and financial markets.

The Investment Center welcomes students from various academic fields to utilize the Bloomberg terminals, including those studying:

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Enhancing Opportunity and Hands-On Learning

The Investment Center offers various experiential learning opportunities, including regular guest speakers鈥攖ypically Marist alumni鈥攚ho share their insights and experiences while mentoring students. Additionally, it is home to the Investment Club, a community where alumni and students support each other on resume writing and the application process for Wall Street firms. Students also have the chance to participate in national and international competitions, such as the CFA Equity Research Challenge, the CME Trading Challenge, and the CMT Investment Challenge

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16 Bloomberg Terminals

Providing Real-Time Financial Market Data

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Greystone Equity Fund

A $400,000 Student-Managed Investment Fund

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Interdisciplinary Access

Acess to Students of Varying Majors and Minors

Financial Curriculum and Electives

The finance program at 蜜月直播 is continuously evolving, and features classes intended to prepare students for careers in investment banking, asset management, financial markets, and corporate finance. Our alumni work at all the major investment banks including Goldman Sachs, JP Morgan and Morgan Stanley, and Fortune 500 firms including Regeneron Pharmaceuticals and IBM.

Students can choose from a vast range of advanced electives designed to equip our students with the skills required to compete successfully for positions in investment banks, hedge funds, asset management firms and rating agencies. Some of the classes taught in the Investment Center include:
 










Each of these classes is intended to prepare students for successful careers in finance. The Investment Practicum classes are centered around the Greystone Equity Fund. Students in the Financial Modeling classes learn to code to solve financial problems, while the CFA庐 Level 1 Prep Class helps prepare students to take the first of the Chartered Financial Analyst designation exams. Students in the Derivatives and Risk Management class learn how to price and use derivatives such as futures and options to help prevent financial disasters, while those in the Technical Analysis and Behavioral Finance class learn about cognitive and emotional biases, and investor behavior.
 

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Greystone Equity Fund

The Greystone Fund is a student-managed investment fund in which participants select investments for a real-money portfolio valued at $400,000. This equity fund is managed by students enrolled in a three-credit finance elective. Students who wish to enroll must typically be of junior or senior standing, have completed a series of prerequisite courses, and meet a minimum GPA requirement. Additionally, prospective students must submit a letter of recommendation from a professor and successfully navigate a competitive interview process modeled after those required for entry-level positions on Wall Street. The  Greystone Equity Fund keeps with the guiding philosophy of providing students with the best possible preparation for successful careers in the increasingly complex world of finance.

The finance electives 鈥擠erivatives and Risk Management, Structured Finance, and the equities and bonds courses 鈥 have given me a leg up compared to my peers. I was one of 163 interns at JPMorgan Chase last summer, and none of them had had any of the finance coursework that I had.

Here I am, two years later, still talking about it, still talking to my friends from the class, still using my network from the class. So I think that Greystone is so much more. It really preps you for life outside of your college career. But it takes on its own life, after you leave the Marist campus too. Which is really cool. Greystone is so much more than a class, and it really delivers more than a class.

The Greystone classes were completely fundamental to my learning at Marist and my career. It takes learning a step further. It changes your mindset. It makes you intellectually curious. It makes you question why things are the way they are. I definitely think Greystone was a springboard for success in my career. It gave me the fundamentals of analysis, intellectual curiosity, presenting well, executive presence.

I'm definitely where I think I'm meant to be. And that's definitely thanks to Greystone.

Finance electives like the Greystone Fixed Income Fund, learning to use Bloomberg and networking with Wall Street professionals in the Investment Center all gave me the confidence and preparation I needed to begin a successful career in finance.

Participating in the Greystone Equity Fund and the CFA Equity Research Challenge helped me hit the ground running as a first-year analyst. I dove into financial markets, developed valuable skills in fundamental analysis, explored key Bloomberg terminal functionalities, and collaborated with a team in a true work-like setting.