Lecturer and Coordinator of the Applied Investments Program - Finance and Business Law

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Lecturer and Coordinator of the Applied Investments Program - Finance and Business Law Job Category: Academic Staff Employment Type: Regular Job Profile: Lecturer

Job Duties:

Attention: The Department of Finance and Business Law in the College of Business and Economics at the University of Wisconsin-Whitewater seeks a full-time Lecturer (Lecture, TL020) in the area of Finance beginning in Fall 2026. This is a full-time position with

responsibilities:

of being the Coordinator of our Applied Investments Program (AIP), teaching undergraduate courses in the BBA in Finance, and service to the university, community, and profession. Job Details: The Department of Finance and Business Law at the University of Wisconsin-Whitewater is seeking a highly motivated professional in Finance.

This is a full-time, renewable nine-month appointment commencing in August 2026. Areas of teaching will include undergraduate courses related to the AIP – a program where students manage an equity portfolio of

about:

$1.5 million. Courses taught are in the areas of Investments, Security Analysis, and Corporate Finance. The teaching load is four classes per semester. Office hours and service commitments are also required. Successful candidates should have the ability and desire to be a student organization advisor and be active in departmental, professional, university, and community service.

Key Job

Responsibilities:

Lecturer:

Responsibilities:

include teaching four courses per semester in our undergraduate program and providing service to the Department and the College. Teaching will be predominately in the AIP. The successful candidate should have the ability and desire to also teach courses in other areas of Finance, including Investments and Corporate Finance.

On campus and online teaching are both possible. Service may include committee work and/or student organization advising. The successful candidate must also have

experience:

or a strong interest in serving as a faculty advisor to the Capital Markets Club (a student organization focused on Investments). Lecturers at UW-W may be required to teach in a variety of formats, including in-person, online and/or in a hybrid format, or courses in the evenings or on weekends. All students, faculty, and staff are expected to ensure their materials are digitally accessible and utilize standard technology platforms supported by UW-Whitewater.

Examples include, but are not limited to, Navigate, Canvas, and Microsoft Office applications – including Outlook, which is essential for university email communications and scheduling. The Applied Investments Program (AIP): UW-Whitewater’s Applied Investment Program (AIP) gives students the

opportunity:

to gain real-world investment

experience:

by managing an investment portfolio worth more than $1 million. AIP offers training on Bloomberg terminals, the most dominant investment platform used by investment professionals. Students in the AIP will develop analytical

skills:

and critical thinking while learning to be a professional. They’ll have the

opportunity:

to learn how to write professional-quality reports, how to present their ideas effectively, and how to function in a professional environment. AIP acts as an honors program for finance majors in the university’s College of Business and Economics, Wisconsin’s largest business school. Our student-managed investment fund (SMIF) is invested in core, large-cap equity style.

Students are required to propose investments in the fund across the gamut of growth and value stocks to expose them to successful analytical techniques in a range of styles. In so doing, a secondary objective of the program is accomplished — the discernment of each student’s investment orientation. While our SMIF is managed as a blended, large-cap equity fund, investments may include common stock, preferred stock, closed‐end investment funds, and exchange traded funds (ETF).

The fund is benchmarked against the S&P 500 Index. More information

about:

AIP can be found here: Applied Investments Program Department: The Finance and Business Law Department is one of the seven departments in the College of Business and Economics. There are 17 full-time faculty and staff members supporting nearly 800 undergraduate (with majors, minors, and emphases in general Finance, investments, financial planning, real estate, insurance, banking, fintech, and business law) and graduate students enrolled in the Master of Science in Finance and Master of Business Administration programs.

The Department also hosts three student organizations: the FMA, the Capital Markets Club, and the Real Estate Club. The College of Business and Economics at the University of Wisconsin-Whitewater is the largest AACSB-accredited business school in the state of Wisconsin. The College enrolls approximately 3,800 business undergraduate students and offers 15 majors and 26 emphases.

Nearly 1,000 graduate students are enrolled in a breadth of online and on-campus programs, including the Masters of Business Administration (with 12 unique emphases, including Finance), Master of Science in Marketing, Master of Science in Cybersecurity, Master of Science in Data Analytics, Master of Science in Environmental Health and Safety, Master of Science in Finance, Master of Science in

Education:

in School Business Management, and the Doctorate of Business Administration.

Compensation:

Well-qualified candidates can expect a starting annual salary within a range of $85,000 – $100,000. UW System employees receive an excellent benefit package. To learn more

about:

the UW System’s comprehensive benefit package, review the UW System Employee

Benefits:

Brochure.

Required Qualifications:

Applicants must have a Master's Degree in Finance or a related field from an AACSB-accredited institution Strong background in finance and significant investment industry

experience:

Experience:

with Bloomberg, FactSet, Wall Street Prep, and proficient in Excel

Preferred Qualifications:

CFA charter holder is preferred At the time of hiring, the candidate must have a minimum of 5 years of investment industry

experience:

Prior teaching

experience:

Knowledge,

Skills:

and Abilities: Ability to interact respectfully with people with diverse socioeconomic, cultural and ethnic backgrounds Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills How to Apply: Applications received by February 12, 2026 are ensured full consideration.

Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process. Only complete application packages will be considered. This includes online submission of the following documents: Cover Letter Resume Name and contact information for three professional references Contact Information: For questions regarding this position, please contact: Edith Flores Department Assistant 262-472-1316 florese@uww.edu If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem, please contact us at (262) 472-1024 or hr@uww.edu.

CONDITIONS OF APPOINTMENT: University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization. CAMPUS INFORMATION: UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class, affordable higher

education:

programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1,300 faculty and staff are devoted to the success of the university’s 11,500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs — online and in person — from associate to doctoral levels.

Recognized nationally for affordability, inclusion, and career development, UWW serves approximately one-third first-generation students and boasts strength in many areas, especially business and

education:

The campus and community embrace the Warhawk Family spirit, supporting the university’s arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access, more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities — a priority mission since the 1970s.

UW-Whitewater's campuses are located centrally near Milwaukee, Madison, and Chicago, offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells, the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment.

The nearby Rock County campus is located in Janesville, a town of 60,000 located on the Rock River and known as Wisconsin’s Park Place. ORGANIZATION INFORMATION: The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin (https://www.wisconsin.edu). Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential.

In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a). Per Regent Policy Document 20-19, University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies, UW-Whitewater requires criminal background checks as a contingency to employment.

A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment.

When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked. The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.

UW IS AN EQUAL:

OPPORTUNITY:

EMPLOYER: Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies.

We are committed to building a workforce that represents a variety of backgrounds, perspectives, and

skills:

, and encourage all qualified individuals to apply. The Universities of Wisconsin serve approximately 161,000 students. Awarding nearly 37,000 degrees annually, the Universities of Wisconsin is Wisconsin’s talent pipeline, putting graduates in position to increase their earning power, contribute to their communities, and make Wisconsin a better place to live.

Nearly 90 percent of in-state Universities of Wisconsin graduates stay in Wisconsin five years after earning a degree – with a median salary of more than $66,000. The Universities of Wisconsin provides a 23:1 return on state investment. The Universities of Wisconsin also contribute to the richness of Wisconsin’s culture and economy with groundbreaking research, new companies and patents, and boundless creative intellectual energy.

The Universities of Wisconsin and its employees are purpose-driven, people-focused, and committed to stewardship.