Fixed Income and Capital Markets Lecturer

California State University-Fullerton
Posted on

Type

Assistant professor / lecturer

MIHAYLO COLLEGE OF BUSINESS AND ECONOMICS

California State University, Fullerton is a large, comprehensive, urban university with more than 4,100 full-and part-time faculty and staff members, and a diverse student body of 40,235 enrolled in Fall 2016. The university offers a broad spectrum of degree programs in liberal arts and sciences as well as applied and professional fields with 57 at the baccalaureate level and 52 graduate programs including a doctorate in education and doctor of nursing practice. Learning is preeminent at Cal State Fullerton. We combine the best qualities of teaching and research universities where actively engaged students, faculty and staff work in close collaborations to expand knowledge. Research and other creative activities are enhanced by the proximity of the campus to nationally recognized business, cultural, and educational institutions. Faculty members were awarded more than $21.4 million in grants and contracts for research and scholarly activities in 2015-16. The university has a longstanding tradition of collegial governance. Cal State Fullerton is strongly committed to achieving excellence through cultural diversity. CSUF is a designated Hispanic Serving Institution (the only one in Orange County) and an Asian American and Pacific Islander Serving Institution. We are ranked 6th in the nation in terms of baccalaureate degrees awarded to minorities. In addition to meeting fully its obligations under federal and state law, Cal State Fullerton is committed to creating a community in which a diverse population can live, work and learn in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, national origin or cultural background, political views, sex or sexual orientation, disability or Veteran's status or other personal characteristics or beliefs.

Fixed Income and Capital Markets Lecturer

The Mihaylo College of Business and Economics at California State University, Fullerton is seeking a part-time instructor to teach fixed income and capital markets courses in the Department of Finance. In addition to teaching traditional, face-to-face courses, the successful candidate will also be expected to coach students in the two investment practica run by the Finance Department under the Titan Capital Management banner, as well as (1) run a summer bootcamp involving four full-day workshops, (2) coordinate and run an annual student investment conference, and (3) serve as a faculty advisor for the Student Managed Investment Fund (SMIF) club. All courses to be taught by the successful candidate are designed for undergraduate students, although graduate students may also participate.

Essential Qualifications

  • Substantial experience with fixed income investments.
  • Proficiency with Microsoft Excel.

Preferred Qualifications

  • Substantial work experience as a fixed income practitioner in a role such as financial analyst, bond trader, fixed income portfolio manager, or fixed income client relationship manager.
  • Experience using Bloomberg for security analysis or portfolio management.
  • Experience as an instructor in either an academic or industry setting.
  • CFA charterholder.

Duties

  • Teach two to three classes each semester (see course descriptions below). Summer teaching opportunities may also be available.
  • Run a summer bootcamp involving four full-day workshops to prepare students to be successful in the Titan Capital Management student investment practicum courses (FIN 442 and FIN 443).
  • Coordinate and run an annual student investment conference that brings together students with an interest in investing from several universities in Southern California.
  • Serve as a faculty advisor for the Student Managed Investment Fund (SMIF) club.

Appointment and SalaryAll part-time faculty appointments are made as Lecturers, under the terms of the Collective Bargaining Agreement between the CSU system and the California Faculty Association. Initial appointments are for one semester only, with reappointment for additional semesters being contingent on the faculty member’s performance and on-going department needs. Salaries vary depending upon qualifications and will be paid on a per-class basis. The successful candidate will receive an additional $10,000 per year from the College as compensation for running the summer bootcamp, running the annual student investment conference, and serving as a faculty advisor for the Student Managed Investment Fund (SMIF) club. For a description of potential university benefits go to http://hr.fullerton.edu/documents/benefits/Faculty_BenEligibility.pdf

Academic Calendar The needs for part-time faculty are greatest in the Fall and Spring semesters. The fall term begins in late August and ends in mid-December, while the spring term runs from late January through mid-May. On rare occasions, a department or program may utilize part-time faculty for teaching during one of the Summer Session segments.

Personnel Reviews Regular performance evaluations of part-time lecturers are made by the department according to the terms of the approved Department Personnel Standards and the University Policy Statement (UPS 210.060). Positive reviews are based upon written teaching philosophy, student ratings of instruction, course materials, and in-class observations made by a full-time faculty member. In addition to classroom instruction, part time faculty are required to hold office hours in which they provide opportunities for student consultation outside of regular class hours; on-line discussion periods or e-mail contacts shall not be a complete substitute for face-to-face consultation periods.

Course Descriptions

  • Traditional course teaching fixed income portfolio management concepts.

Student Learning Goals:

  • Acquire a broad understanding of the fixed income markets, including risk and return profiles of various types of bonds and derivatives.
  • Master the concepts of yield, duration, and credit risk.
  • Evaluate the creditworthiness of bond issuers across different industries and economic environments.
  • Construct efficient portfolios, measure portfolio risk and return, and identify factors driving investment results.
  • Develop proficiency using Microsoft Excel functions to efficiently manage financial information and create client-friendly reports.
  1. FIN 341 - Student Managed Investment Fund
  2. 1-unit practicum associated with FIN 340 - Introduction to Investments.
  3. Students compete to manage funds on behalf of the CFA Society of Orange County.

Student Learning Goals:

  • Recognize market conditions where higher risk is acceptable and when caution is prudent.
  • Interpret financial market responses to economic, political, or environmental events as rational or ‘noise’.
  • Develop the ability to write clear, concise, accurate investment and economic reports.
  • Present oral and written reports with a logical narrative and supporting evidence for conclusions and forecasts.
  1. FIN 442 & FIN 443 – Titan Capital Management Student Investment Program
  2. 12-month practicum with up to 25 students selected via a rigorous application process.
  3. Students manage over $1.3 million on behalf of the CSUF Philanthropic Foundation under the guidance of the instructor and advisory board.

Student Learning Goals:

  • Recognize the risk and return characteristics of various types of bonds.
  • Identify securities with characteristics most likely to profit or protect the investment portfolio under various market conditions.
  • Calculate risk and return of the portfolio and relate gains and losses to specific investment decisions.
  • Write clear, concise, accurate investment and economic reports.
  • Present oral and written reports with a logical narrative and supporting evidence for conclusions and forecasts.
  • Develop proficiency using Excel spreadsheets to manage financial information and create client-friendly reports.

Appointment Date

Application Procedures

  • Current curriculum vitae

Dr. Jing Yang, Department Chair Department of Finance Fullerton, CA 92831 Application review will begin immediately. Applications will be accepted until a suitable candidate is hired.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU.  Failure to satisfactorily complete the background check may affect application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment.

California State University Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment within which students, staff, administrators and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. EEO employer. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.

More Information

Posted on

Type

Assistant professor / lecturer

Fullerton%2C%20United%20States

Fullerton , United States