The Kenneth Woods Portfolio Management Program will be holding an information session on available positions.

Date		Wednesday, September 28, 2011
Location		MB 12.101
Time		5 to 6 p.m.
Open to		Undergraduate Students
Discipline		Finance

About the Kenneth Woods Portfolio Management Program

The Kenneth Woods Portfolio Management Program (KWPMP) was formed for the primary purpose of training a select group of undergraduate students in the John Molson School of Business at Concordia University in investment management. The KWPMP was established by a generous gift from Mr. Kenneth Woods (MBA 1975) in honour of the late Professor Calvin C. Potter.

The KWPMP student portfolio managers will participate in the selection and on-going management of the portfolio.  In executing these duties, these managers will work closely with academic faculty in the Department of Finance, a Client Committee as well as a group of Mentors of leading professionals chosen from the investment management community.

The KWPMP student portfolio managers are responsible for all aspects of the money management process, including the development of investment policies, the analysis of capital market conditions, asset allocation and security selection, and the creation of regular performance attribution and financial statements to be presented to the Client Committee.

Six to ten students will be chosen each year to join the KWPMP for a two-year period.  First year KWPMP students will be Research Associates assisting the second year KWPMP students who are the Portfolio Managers.  KWPMP students are expected to dedicate a significant amount of time to the daily management of the portfolio. 

KWPMP students normally have 2 semester-long Work Internships in the Investment Industry – the first one in Toronto and the second one in Montreal.  Special  scholarships and/or bursaries are currently available exclusively to KWPMP students.

Applications

Requirements

Applicants must generally be enrolled in the BComm or BAdmin Programmes in the John Molson School of Business at Concordia University. Applicants should successfully complete COMM 217 by December 2011 and all the required Year 1 courses by April 2012. Applicants should expect to graduate no earlier than May 2014. Applicants are expected to have a strong academic record (e.g. minimum CEGEP CRC score of 28) and to maintain a minimum GPA of 3.5 in the program.  Membership in the John Molson Investment Society would be a plus. KWPMP students must follow a special training program and take FINA 455I (Applied Investments) in the Winter 2012 term and FINA 411 (Portfolio Management) within 2 years.

How to Apply

Applications will be available to collect on October 10, 2011 at the Receptionist's Desk in the Undergraduate Programs Office (MB 4.204).

Application Deadline

Apply ASAP (latest Monday, October 31, 2011).

Selection Process

A review committee will select the applicants to be invited for interviews starting November 14, 2011. Final selections should be announced by January 15, 2012.

Additional Information Sessions

• Monday, September 12, 2011
• Wednesday, September 14, 2011
• Monday, September 19, 2011
• Wednesday, September 21, 2011
• Monday, September 26, 2011

Information

For more information please contact Dr. Abraham I. Brodt by email This e-mail address is being protected from spambots. You need JavaScript enabled to view it (please include the subject line: KWPMP APPLICATION)