Department of Finance

Department of Finance: News

Internship Opportunities

For a full list of company internships, please open this pdf document

For the Internship application, please fill out this .doc document

Paid Internship Opportunity at Westwood Insturance Group

Westwood Insurance Group, an insurance wholesaler, specializing in medical malpractice for healthcare institutions and physician practices.

The company is looking for someone with Excel capabilities who can input financial data from a variety of sources, configuration and analyze the data to help the firm find information that may be valuable to its clients.

The individual will also help the company build an Access database of its products and carriers, and help them build Excel spreadsheets of clients risk exposure to assist in their analysis and sales effort.

Qualified students in their senior year or in the MBA program may submit their resume to: mrichards@westwoodus.com

Internship Oppertunity at Socrates Analytics

This internship includes day-to-day activities may include the following tasks:

  • Working with a CRM program to add and edit prospective companies/contacts.
  • Pitching prospective clients the Socrates Solution via “Cold Calling”
  • Various other tasks with Rea.ch Ventures

for more information, please go here.

CFA Students Place Second in Research Challenge

Dr. Chenchu Bathala (Faculty Advisor), Adeniyi Abdul, Mike Fink, Mike Jennings, and Haard Barbhaiya.
(From left to right) Dr. Chenchu Bathala (Faculty Advisor), Adeniyi Abdul, Mike Fink, Mike Jennings, and Haard Barbhaiya

A team of four Cleveland State University finance students from the Monte Ahuja College of Business placed second in the local round of the 2012 CFA Institute Research Challenge, sponsored by the CFA Society of Cleveland.

In the competition, teams analyzed the public company RPM International Inc. (NYSE: RPM) and its stock performance, prepared a written research report, and presented their findings to a panel of distinguished judges. Students worked directly with financial professionals as mentors to research and prepare a company analysis with a final conclusion of Buy, Hold or Sell and a 12-month price target.

The CFA Institute Research Challenge promotes best practices in equity research through hands-on mentoring from professional research analysts, as well as intensive training in company analysis and presentation skills. Walsh University won first prize and will advance to the regional competition.

"The strong performance of our students in the CFA Institute Research Challenge reflects the high analytical skills of CSU's finance majors, our emphasis on research and our ties to Cleveland area professional organizations," said Chenchu Bathala, Ph.D., CFA, the team's faculty advisor and Chair & Professor of the Department of Finance in the Monte Ahuja College of Business.

Student Passes CFA Exam Level I
Once again, the Monte Ahuja College of Business is pleased to announce the success of one of our students on the Level I Chartered Financial Analyst exam. Lacy Sharratt recently achieved the first step toward earning the CFA designation, which is the highest level of certification possible for finance professionals. The exam itself is a difficult process and less than 40 percent of people who take it pass the first time.

Lacy gives much credit to the CFA Level I review course offered at CSU. She is now qualified to proceed to the Level II exam. "The amount of material covered for the exam is extensive, but the course did a very good job of breaking the material down into manageable chapters," Said Sharratt. "After seeing the exam questions, I realized that I had been well prepared."

CSU offers the CFA Level I Review Course (FIN 473 and FIN 673) for academic credit in collaboration with Stalla, a division of Becker Professional Education. For complete information about CFA review course, please visit the  College web site or contact Dr. Chenchu Bathala , Chair and Professor in the Department of Finance at (216) 687-4715.

Nate Johnson and Matthew Kukla Pass Rigorous Level I CFA Exam

Two of Cleveland State's Business students recently accomplished something few professionals with their level of experience have achieved, passing of the Level I Chartered Financial Analyst exam. The CFA designation is the highest level of certification possible for finance professionals. The exam itself is a difficult process and less than 40 percent of people who take it pass the first time. Nate Johnson (MBA) and Matthew Kukla (BBA-Finance) successfully completed the CFA Level I exam in June passing it the first time around. They are now qualified to proceed to the Level II exam. Kukla largely credits his success to the CFA Level I review course that CSU offers.

The CFA charter is recognized around the world as a measure of competence, integrity, and passion; and employers are willing to pay a premium to investment professionals who have earned this designation. In fact, many employers stipulate the CFA charter as a requirement for investment-related positions and/or for advancement to more senior positions.

The College of Business offers the CFA Level I Review Course (FIN 473 and FIN 673) for academic credit in collaboration with Stalla, a division of Becker Professional Education. For complete information about CFA review course, please visit the CFA Institute's web site or contact Dr. Chenchu Bathala, Chair and Professor, Department of Finance; Phone: (216) 687-4715.

SMIF fund managers recognized for strategy

Katie Honarvar, Sangram Pradhan, Rahul Sukheja, and Asmaae Benmerzouga receiving the award

Our College Viking Student Managed Investment Fund (SMIF) won the first place award in the category of growth style investing at the graduate level in the competition held in conjunction with the RISE-X (Redefining Investment Strategy Education) Global Investment Forum at the University of Dayton during March 18-20, 2010. In all fifty teams competed in different categories. Credit for this impressive performance and the award goes to every student fund manager of our SMIF since its inception during fall 2008. In the photograph displaying the award are Katie Honarvar, Sangram Pradhan, Rahul Sukheja, and Asmaae Benmerzouga.

CSU Team Wins an Award in the Global Investment Research Challenge

In a different competition, Global Investment Research Challenge conducted by the CFA Society of Cleveland, CSU team took third place in the local team presentations. Members of the team in the photo are: Bill Prebel, PNC (Team's Mentor), Derek Glabecki, Nate Johnson, Matthew Kukla, Joey Medina, Gauri Wagle, and Chenchu Bathala (Advisor).
These hands on experiences, combined with rigorous course work prepare CSU finance students for long-term career success.

Success at CFA (Chartered Financial Analyst) Level I exam

Two finance students, Svetlana Bizyaeva and Matthew Waxman, as well as Term Instructor Russ Raimer, passed the CFA Level I exam held during December 2009. Mr. Raimer largely credits the CFA Review course for his success in the exam. Their success is truly impressive considering the world-wide pass rate of only 34%.

Reichert Lectures at Partner Universities in Finland, Germany

Reichart
Dr. Reichert speaks to a packed house at
Duale Hochshule Baden-Wurttemberg
University in Heidenheim, Germany

Dr. Alan Reichert, Professor of Finance, has been teaching as a Senior Research Fellow at the Swedish School of Economics and Business Administration-HANKEN in Vaasa, Finland. Founded in 1909 in Helsinki the school is one of the oldest business schools in the Nordic countries. HANKEN offers academic degrees at the Bachelors of Science, Master, and Doctoral level and enrolls 2,300 students from many different countries. The Monte Ahuja College of Business has a formal student/faculty exchange program. Professor Reichert was invited to be keynote speaker at the school's Focus Forum on Corporate Governance and Banking in honor of the school's 100th anniversary. Professor Reichert discussed lessons and likely regulatory changes regarding the recent financial crisis to a group of academic and business professionals.

While in Europe, Professor Reichert gave a similar talk at the Duale Hochshule Baden-Wurttemberg University in Heidenheim, Germany. The school offers a unique combination of rigorous academic training combined with an intensive internship program with local businesses. The students alternate semesters in the classroom and working for an employer in the area of their academic interest. Professor Reichert also lectured in a banking class where he presented the findings from a current CSU student's doctoral dissertation. The Monte Ahuja College of Business and the Duale Hochshule Baden-Wurttemberg have offered a joint student exchange program for almost two decades.

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Mailing Address
Cleveland State University
Monte Ahuja College of Business
Department of Finance, Rm. 321
2121 Euclid Avenue
BU 321
Cleveland, OH 44115-2214

Campus Location
Marilyn Leadbetter
Monte Ahuja Hall, Rm. 321
1860 East 18th Street
Phone: 216.687.4716
Fax: 216.875.9725
m.leadbetter@csuohio.edu



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