»Janes Financial Center Residency Program
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Who we are
The Residency Program is Chapman University’s leading group of students committed to improving their skills in finance across several teams, including US Equities, Fixed Income, International Equities, Real Estate (REITS) and Economics. These select students actively manage a portion of Chapman's Endowment (SMIF), a diverse portfolio with approximately $5.6M AUM (Assets Under Management).
Program requirements
The program is opening applications for all students interested in preparing themselves for the most elite careers in financial services, who can commit the necessary time for all projects and who can keep up with the intensity of the hands-on, real-world investment decisions and global challenges you will be facing as a member of the program. A significant time commitment is necessary to excel, as well as a strong interest in the field.
Our value add
- Tangible Work Experience: Students actively manage a diverse portfolio with ~$5.6M AUM (Assets Under Management) while developing real skills needed to manage large portions of capital.
- Technical Learning Opportunities: Students build and develop the necessary technical modeling skills for the financial services sector while improving presentation and communication skills applicable to any industry.
- Early Career Preparation: This Program helps prepare students for careers in equity research, investment banking, private equity, quantitative hedge funds, and asset management (avg. graduate starting salary ~$95,000).
CFA Investment Research Challenge
From left to right: Richard Ramirez, Dean Henrik Cronqvist, Kate Miller '24, Jeremiah Lawandy, Fadel Lawandy, Katya Ivahno '25, Omar Bakhsh '23, and Brian Lymberopoulos '23.
Students in the Janes Financial Center Residency Program participate annually in the CFA Institute Research Challenge. The CFA IRC is a global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Students compete against local universities and are tested on their analytical, valuation, report writing, and presentation skills. Read about some of the Residents' accomplishments here.
CFA Affiliated University
Chapman University participates in the CFA Affiliated University Program. An Affiliated University signals to their students and to employers that their curriculum is closely tied to the practice of investment management and is helpful to students preparing for the CFA Program exams.
Academic Partner
