Finance

The Berkeley-Haas Finance program is consistently ranked among the best in the world, providing rigorous academic training from top faculty, while being firmly grounded in real-world applications.

An emphasis in finance prepares you to pursue a career in:

Investment Banking

Entering the field of Investment Banking as an MBA typically means becoming an Associate at an investment bank in a global financial center such as New York, London, Hong Kong, Frankfurt or Tokyo or in a center such as San Francisco or Silicon Valley, often focusing on specific client industries such as Technology or Healthcare/Biotech. As an Associate, you will perform valuation analyses related to mergers & acquisitions and initial public offerings, and assist in the structuring of financings related to M&A and leveraged buyout transactions in part by developing various scenarios and sensitivities through M&A and LBO models. You need a strong background in finance and accounting, as well as negotiation and communication skills.

  • MBA 222 Financial Information Analysis
  • MBA 231 Corporate Finance
  • MBA 232 Financial Institutions& Markets
  • MBA 233 Investments
  • MBA 236C Global Financial Services
  • MBA 236E Mergers & Acquisitions
  • MBA 237 Financial Statement Modeling for Finance Careers
  • MBA 237 Private Equity: Leveraged Buyouts
  • MBA 237 Corporate Risk Managment and Valuation using Derivatives
  • MBA 237 International Corporate Finance
  • MBA 252 Negotiations & Conflict Resolution

Speaker series:

  • MBA 294 Investment Management Speaker Series
  • MBA 294 Private Equity Speaker Series

Helpful electives:

  • MBA 211 Game Theory
  • MBA 223 Corporate Financial Reporting
  • MBA 224A Managerial Accounting
  • MBA 227B Taxes & Firm Strategy
  • MBA 236B Investment Strategies & Styles
  • MBA 236D Portfolio Management
  • MBA 236F Behavioral Finance
  • MBA 237 Fixed Income
  • MBA 240 Risk Management via Optimization & Simulation
  • MBA 277 International Business
  • MBA 280 Real Estate Investment & Market Analysis (Applied Innovation course)
  • MBA 283 Real Estate Finance & Securitization
  • MBA 292I Social Investing
  • MBA 295B Venture Capital & Private Equity

(Please note that the elective courses listed above are not necessarily offered every semester or every year.)

Investment Management

Investment managers work for hedge funds, mutual funds, pension funds or even large corporations that manage their own assets. In addition to these primary roles, investment professionals within government organizations and corporations will often allocate funds to external fund managers and must be able to evaluate their performance.

  • MBA 222 Financial Information Analysis
  • MBA 232 Financial Institutions & Markets
  • MBA 233 Investments
  • MBA 236D Portfolio Management
  • MBA 236B Investment Strategies & Styles
  • MBA 237 Financial Statement Modeling for Finance Careers
  • MBA 237 Fixed Income
  • MBA 237 Corporate Risk Managment and Valuation using Derivatives
  • MBA 237 Haas Investment Fund (Applied Innovation course) or
  • MBA 292T Haas Socially Responsible Investment Fund (Applied Innovation course)

Speaker series:

  • MBA 294 Investment Management Speaker Series
  • MBA 294 Private Equity Speaker Series

Helpful electives:

  • MBA 231 Corporate Finance
  • MBA 236F Behavioral Finance
  • MBA 237 International Corporate Finance
  • MBA 240 Risk Management via Optimization & Simulation
  • MBA 280 Real Estate Investment & Market Analysis (Applied Innovation course)
  • MBA 283 Real Estate Finance & Securitization
  • MBA 292I Social Investing

(Please note that the elective courses listed above are not necessarily offered every semester or every year.)

Venture Capital & Private Equity

A career in venture capital requires many of the same skills as a career in Investment Banking, but with the added requirement of familiarity with entrepreneurship and the needs of entrepreneurs. A career in private equity favors those with investment banking backgrounds, so similar skills are required. Additionally, private equity firms seek solid familiarity specifically with private equity transactions.

  • MBA 222 Financial Information Analysis
  • MBA 227B Taxes & Firm Strategy
  • MBA 231 Corporate Finance
  • MBA 232 Financial Institutions & Markets
  • MBA 236E Mergers & Acquisitions
  • MBA 237 Financial Statement Modeling for Finance Careers
  • MBA 237 Private Equity: Leveraged Buyouts
  • MBA 252 Negotiations & Conflict Resolution
  • MBA 295A Entrepreneurship
  • MBA 295B Venture Capital & Private Equity
  • MBA 295D New Venture Finance

Speaker series:

  • MBA 294 Venture Capital Speaker Series
  • MBA 294 Investment Management Speaker Series
  • MBA 294 Private Equity Speaker Series

Helpful electives:

  • MBA 211 Game Theory
  • MBA 223 Corporate Financial Reporting
  • MBA 224A Managerial Accounting
  • MBA 233 Investments
  • MBA 237 Behavioral Finance
  • MBA 237 International Corporate Finance
  • MBA 237 Corporate Risk Managment and Valuation using Derivatives
  • MBA 280 Real Estate Investment & Market Analysis (Applied Innovation course)
  • MBA 283 Real Estate Finance & Securitization

(Please note that the elective courses listed above are not necessarily offered every semester or every year.)

Corporate Finance

This career path involves working in a company’s Treasury, Business Planning or Corporate Finance unit. Typical assignments include analyzing investment opportunities, evaluating acquisition targets and alternative financing sources, managing liquid assets and foreign exchange risk, and working with financial institutions to raise capital.

  • MBA 223 Corporate Financial Reporting
  • MBA 224A Managerial Accounting
  • MBA 227B Taxes & Firm Strategy
  • MBA 231 Corporate Finance
  • MBA 236E Mergers & Acquisitions
  • MBA 237 Financial Statement Modeling for Finance Careers
  • MBA 237 International Corporate Finance

Speaker series:

  • MBA 294 Investment Management Speaker Series
  • MBA 294 Private Equity Speaker Series

Helpful electives:

  • MBA 222 Financial Information Analysis
  • MBA 232 Financial Institutions & Markets
  • MBA 233 Investments
  • MBA 236F Behavioral Finance
  • MBA 237 Corporate Risk Managment and Valuation using Derivatives
  • MBA 237 Fixed Income
  • MBA 237 Haas Investment Fund (Applied Innovation course)
  • MBA 277 International Business
  • MBA 280 Real Estate Investment & Market Analysis (Applied Innovation course)
  • MBA 283 Real Estate Finance & Securitization
  • MBA 295D New Venture Finance

(Please note that the elective courses listed above are not necessarily offered every semester or every year.)

Sales and Trading

A career in sales and trading involves selling and/or trading securities, derivatives, and other complex securities. You need an understanding of the securities themselves, their markets, and the tools used to evaluate them, along with sales and negotiation skills.

  • MBA 232 Financial Institutions & Markets
  • MBA 233 Investments
  • MBA 236C Global Financial Services
  • MBA 236D Portfolio Management
  • MBA 236F Behavioral Finance
  • MBA 237 Corporate Risk Managment and Valuation using Derivatives
  • MBA 237 Fixed Income
  • MBA 237 Financial Statement Modeling for Finance Careers
  • MBA 240 Risk Management via Optimization & Simulation

Speaker series:

  • MBA 294 Investment Management Speaker Series
  • MBA 294 Private Equity Speaker Series

Helpful electives:

  • MBA 231 Corporate Finance
  • MBA 236B Investment Strategies & Styles
  • MBA 237 International Corporate Finance
  • MBA 252 Negotiations & Conflict Resolution
  • MBA 280 Real Estate Investment & Market Analysis (Applied Innovation course)
  • MBA 283 Real Estate Finance & Securitization

(Please note that the elective courses listed above are not necessarily offered every semester or every year.)

Related activities: