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My LER
My LER
  1. Programs
  3. Investment Analysis

Investment Analysis

University of Wisconsin-Whitewater

Post-Baccalaureate CertificateAcademic

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

Format

In-Person

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Program Pathways

Credentials this program stacks toward

No program pathways.

Loading What You'll Learn
Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

University of Wisconsin-WhitewaterVisit Program Website
Locations

Where this program is offered

  • Wisconsin

    Wisconsin

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Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 11-3031.03

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingJudgment and Decision MakingComplex Problem SolvingActive LearningWriting

Knowledge

Economics and AccountingEnglish LanguageMathematicsCustomer and Personal ServiceAdministration and Management

Abilities

Deductive ReasoningOral ComprehensionWritten ComprehensionOral ExpressionInductive ReasoningInformation OrderingMathematical ReasoningWritten ExpressionProblem SensitivitySpeech Clarity

Tasks

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet ris

Technology

Computer aided design CAD softwareAccounting softwareData base user interface and query softwareSpreadsheet softwareMap creation software

Tools

Desktop computersLaptop computersMultiline telephone systemsPersonal computersTeleconferencing equipmentVideoconferencing equipment

Work Values

AchievementRecognitionWorking ConditionsIndependenceRelationshipsSupport
Career Pathways

Occupations this program prepares you for

Auto-populated·from O*NET + BLS
Occupations matched to this program, with median wage, top wage, growth, and openings
SOCOccupationMethodWageGrowthOpenings
Match confidence: medium11-3031.03Investment Fund Managerstitle_inference———
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: proficient (Level 3)(based on Post-Baccalaureate Certificate)

  • Investment fund portfolio — manage end-to-end across full market cycles to maximize risk-adjusted returns for institutional or retail clients with full autonomy.
  • Fund investment strategies — develop and implement comprehensive frameworks aligned with client mandates, market conditions, and regulatory requirements.
  • Security selection process — lead across asset classes using rigorous proprietary research, valuation models, and macroeconomic analysis within a diversified investment fund.
  • Non-routine portfolio risk scenarios — diagnose and resolve using systems analysis and inductive reasoning to protect fund performance in volatile market environments.
  • Valuation policy frameworks — design, implement, and monitor across the full fund, ensuring consistent application and alignment with industry standards and regulatory expectations.
  • Cross-functional investment research — direct and synthesize from internal analysts, external advisors, and data platforms to support high-conviction investment decisions.
  • Complex client investment presentations — deliver with clarity and persuasion, articulating performance attribution, risk exposures, and forward strategy to sophisticated stakeholders.
  • Trade execution strategy — evaluate and direct optimal execution approaches, managing market impact and transaction costs for large-scale fund operations.
  • Investment mandate compliance — oversee continuously across all holdings, ensuring portfolio adherence to stated fund objectives, legal constraints, and ESG or other overlay criteria.
  • Emerging market intelligence — integrate proactively into fund strategy by applying active learning habits and broad knowledge of economics, law, and global capital markets.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Auto-populated·from Scorecard + DOL
Completion Rate
98%
Placement Rate
41%