Asset Management at IU

I got accepted into Indiana University pre buisness program and I just wanted to know where you would rank IU on the list of target schools for asset management. Would me going into the wealth management workshop then working in equity research and transitioning to asset management be a good career path for someone who wants to become a portfolio manager.

2 Comments
 

Indiana University (IU), particularly through the Kelley School of Business, is considered a strong option for finance students, though it is generally categorized as a "non-target" school for top-tier finance roles. However, IU has specific programs, like the Investment Banking Workshop and the Investment Management Workshop, that significantly enhance placement opportunities for students aiming for careers in asset management or related fields.

Based on the most helpful WSO content:

  1. Ranking IU for Asset Management: IU is not a traditional "target school" for asset management, but its workshops, like the Investment Management Workshop, provide a solid pathway to roles in equity research, wealth management, and even hedge funds. Around 80+ students from Kelley secure positions in asset management or related fields annually, which is impressive for a non-target school.

  2. Wealth Management Workshop to Equity Research to Asset Management: This is a viable career path. Starting in wealth management can help you build client-facing skills and a foundational understanding of investment strategies. Transitioning to equity research will deepen your analytical expertise, which is critical for asset management roles. Over time, this progression can position you well to become a portfolio manager, especially if you pair it with certifications like the CFA® and/or an MBA from a top program.

  3. Key Considerations:

    • Networking: IU alumni and workshops provide a strong network, but you'll need to actively leverage it to break into competitive asset management roles.
    • Performance: Success in asset management heavily depends on your performance and ability to generate returns, so focus on developing strong investment acumen.
    • Certifications: Pursuing the CFA® designation can significantly boost your credibility and career prospects in asset management.

For more insights on IU's placement and workshops, you can explore this thread: https://www.wallstreetoasis.com/forum/school/why-iu-kelley-is-a-target-…</a">Why IU Kelley Is A Target School.

Sources: Non-Target Undergrad to Non-Target Grad to Asset Management, https://www.wallstreetoasis.com/forum/asset-management/could-use-some-insight-on-careers-in-asset-management?customgpt=1, Why Work in Asset Management?, Asset Management vs Investment Banking 101, Why IU Kelley Is A Target School

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