Lecturer and Coordinator of the Applied Investments Program - Finance and Business Law

Universities of WisconsinWhitewater, WI
5d$85,000 - $100,000

About The Position

Attention: The Department of Finance and Business Law in the College of Business and Economics at the University of Wisconsin-Whitewater seeks a full-time Lecturer (Lecture, TL020) in the area of Finance beginning in Fall 2026. This is a full-time position with responsibilities of being the Coordinator of our Applied Investments Program (AIP), teaching undergraduate courses in the BBA in Finance, and service to the university, community, and profession. The Department of Finance and Business Law at the University of Wisconsin-Whitewater is seeking a highly motivated professional in Finance. This is a full-time, renewable nine-month appointment commencing in August 2026. Areas of teaching will include undergraduate courses related to the AIP – a program where students manage an equity portfolio of about $1.5 million. Courses taught are in the areas of Investments, Security Analysis, and Corporate Finance. The teaching load is four classes per semester. Office hours and service commitments are also required. Successful candidates should have the ability and desire to be a student organization advisor and be active in departmental, professional, university, and community service. UW-Whitewater’s Applied Investment Program (AIP) gives students the opportunity to gain real-world investment experience by managing an investment portfolio worth more than $1 million. AIP offers training on Bloomberg terminals, the most dominant investment platform used by investment professionals. Students in the AIP will develop analytical skills and critical thinking while learning to be a professional. They’ll have the opportunity to learn how to write professional-quality reports, how to present their ideas effectively, and how to function in a professional environment. AIP acts as an honors program for finance majors in the university’s College of Business and Economics, Wisconsin’s largest business school. Our student-managed investment fund (SMIF) is invested in core, large-cap equity style. Students are required to propose investments in the fund across the gamut of growth and value stocks to expose them to successful analytical techniques in a range of styles. In so doing, a secondary objective of the program is accomplished — the discernment of each student’s investment orientation. While our SMIF is managed as a blended, large-cap equity fund, investments may include common stock, preferred stock, closed‐end investment funds, and exchange traded funds (ETF). The fund is benchmarked against the S&P 500 Index.

Requirements

  • Applicants must have a Master's Degree in Finance or a related field from an AACSB-accredited institution
  • Strong background in finance and significant investment industry experience
  • Experience with Bloomberg, FactSet, Wall Street Prep, and proficient in Excel
  • Ability to interact respectfully with people with diverse socioeconomic, cultural and ethnic backgrounds
  • Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills
  • Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term.

Nice To Haves

  • CFA charter holder is preferred
  • At the time of hiring, the candidate must have a minimum of 5 years of investment industry experience
  • Prior teaching experience

Responsibilities

  • Teaching four courses per semester in our undergraduate program and providing service to the Department and the College.
  • Teaching will be predominately in the AIP.
  • Teach courses in other areas of Finance, including Investments and Corporate Finance.
  • Service may include committee work and/or student organization advising.
  • Serving as a faculty advisor to the Capital Markets Club (a student organization focused on Investments).
  • Lecturers at UW-W may be required to teach in a variety of formats, including in-person, online and/or in a hybrid format, or courses in the evenings or on weekends.
  • Ensure materials are digitally accessible and utilize standard technology platforms supported by UW-Whitewater.

Benefits

  • UW System employees receive an excellent benefit package.
  • To learn more about the UW System’s comprehensive benefit package, review the UW System Employee Benefits Brochure.
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