Graduate Program Concentration:
Investment and Private Wealth Management

Learn how to build, manage, and analyze investment strategies for clients.

How do you design an investment strategy? What are advanced analytical techniques used by the financial pros every day?

In order to build a financial plan for an individual or family, you need to take into consideration the many challenges and unique circumstances they face. In this Concentration, you’ll learn the strategies and techniques of Private Wealth Management (PWM). You’ll develop the core knowledge and skills needed to design a personalized and effective approach to wealth management. The module also provides an in-depth look at securities markets and investment strategies, incorporating:

With an MBA-level specialization in Investment and Private Wealth Management, you will be a very attractive job candidate for Wall Street or the Fintech sector, in addition to investment firms and brokerages.

Careers in Investment &
Private Wealth Management

$ 0
Financial Manager
Median Salary
$ 0
Financial Advisor
Median Salary

Courses

Valuation as the unifying principle of Finance. Topics include forms of business ownership, firm and project cash flows, time value of money, bond and stock valuation, capital budgeting, operating and financial leverage, risk and diversification, and the cost of capital.

Prerequisite: Accounting for Financial Reporting 53:010:502, Managerial Economics 53:135:500 unless waived.

The investment setting, organization, and functioning of securities markets. Efficient capital markets, modern portfolio management, asset pricing models, security valuation principles and practices, analysis and management of bonds and common stocks, derivative securities, and evaluation of portfolio performance.

Prerequisite: Financial Management 53:390:506

Students learn a unified framework that will help them put the often bewildering array of investment choices into comprehensive plans for achieving the overall financial and personal goals of high net-worth individuals and families. Topics explored include the nature and objectives of private wealth management, basic investment planning and strategies, investment asset classes, income tax planning, retirement planning, insurance and risk management, and estate planning.
Prerequisite: Financial Management 53:390:506
Prerequisite or Corequisite: Investments & Portfolio Management 53:390:540

This course explores recent innovations in the practice of Private Wealth Management. Specifically, it illustrates how the latest advancements in computation and data science enhance the practice of wealth management. The class is based on hands-on manipulation of financial data to construct custom investments portfolios. It covers the latest simulation techniques to investigate the robustness of various portfolio configurations for achieving a wide spectrum of financial planning goals.

Prerequisite: Private Wealth Management 53:390:545

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BLDP Shadowing Days Application

After being notified of a match, students are responsible for providing personal information to the matched executive (e.g., current resume and cover letter with information on career ambitions). The information on this application is for internal use only, for us to match you as well as possible with and executive from among our alumni database.

BLDP Application

The Fall 2020 Application is now open! 

Priority will be given to applications received by Monday, May 25, 2020. Applications are accepted until all seats are filled.

The seminar application process is our gateway for entry into the program. Upon acceptance into BLDP, students will be emailed their acceptance letter plus a special permission number allowing registration for the BLDP seminar.

Requirements

Seminar applications are solicited each semester and require

  1. completed application form (submitted online and found elsewhere on this website),
  2. a personal essay, and
  3. two letters of recommendation (one academic; one other).

Rutgers-Camden students are invited to apply to apply for enrollment in the BLDP seminar. All applicants are expected to meet both of the following selection criteria:  Have sophomore standing or above and have an overall GPA of 3.0 or above. First-semester transfer students will be evaluated based on their GPA earned at Rutgers. Students who fail to meet these admission criteria may still be allowed to apply for (and possibly enroll in) the BLDP seminar, but they will be evaluated on a case-by-case basis.

The director balances evaluations to make final decisions on people accepted for the seminar (up to a maximum of 15-20 each semester).

Students who are admitted to the BDLP are rquired to adopt the BLDP Code of Conduct. A signed contract is required from each student.

Students may count activities toward “leadership units” that were initiated prior to taking a seminar, as long as those activities occur primarily during their enrollment in their academic program.

Application for Admission to BLDP Seminar

Applications For BLDP Seminar will be ongoing until class is filled.

  • * Indicates a required field.

  • Contact Information

  • Academic Information

  • Please enter a number from 0 to 500.
  • Transfer students only.
  • Employment Information

  • List relevant employment history

  • EmployerPositionDates of Employment 
  • School Leadership Information

  • Provide evidence of leadership initiative while enrolled in school by listing all school-based organizations and activities in which you have held a leadership role while a student.

  • OrganizationRoleDates 
  • Community Leadership Information

  • Provide a list of community or volunteer activities in which you engaged in a leadership role.

  • OrganizationRoleDates of Activity 
  • Essay

  • Please write a short essay between 150 to 350 words, in which you discuss the reasons why your application should be considered for the Business Leader Development Program, including what you hope to gain from the program and what you can contribute.

  • Additional Submission Instructions

  • For your application to be complete, this form and TWO REFERENCE LETTERS must be on file in the Director's office. Ideally, you will receive one letter from an academic source (e.g., a former or current instructor), and one from a business source (e.g., a former employer - even if for a part-time or volunteer position). Your letter writers should mail them directly to: Dr. Carol Kaufman-Scarborough, BLDP Director, Rutgers University, School of Business, 227 Penn Street, Camden, NJ 08102 or email the letters to ckaufman@camden.rutgers.edu.

    Please only submit one application. If you experience any technical problems or need to submit the application again, please contact ldrshp@camden.rutgers.edu.

    Thank you.

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