AFM 428Investment Management - Junior Portfolio Manager
- Units
- 0.25
- Faculty
- Arts
When it runs
- F24
- W25
- S25
- F25
- W26
- S26
- F26
- W27
- S27
Ran in 7 of the last 7 terms. Winter 2027: scheduled. Spring 2027: schedule not out yet.
This course provides students hands-on training in equity valuation and portfolio management. As a junior portfolio manager, a student will make allocations in two sectors, monitor the performance of the existing equity holdings in these two sectors, mentor two analysts, make equity trading decisions for these two sectors, and present portfolio performance reports to the investment team and the advisory board.
Prerequisites
- Complete all of the following
- Complete 1 of the following
- Complete 1 of the following
- Enrolled in H-Accounting & Financial Management, H-Computing & Financial Management, H-Mathematics/Chartered Professional Accountancy, H-Science & Financial Management, or H-Sustainability & Financial Management
- Enrolled in H-Biotechnology/Chartered Professional Accountancy
Antirequisites
None listed.
Leads to
No course lists it as a requisite.
Fall 2026 sections
| Section | Class | Enrolled | Meets |
|---|---|---|---|
| PRJ 001 | 3390 | 4 / 10 | MW 16:00–17:20 |
Winter 2027 sections
| Section | Class | Enrolled | Meets |
|---|---|---|---|
| PRJ 001 | 3280 | 0 / 10 | TTh 16:00–17:20 |
| PRJ 701 | 1415 | 1 / 9999 | Online or by arrangement |
Reviewed on UW Flow
100% liked it100% easy100% useful
From 3 ratings on UW Flow. Read them all on UW Flow.
Discussed on r/uwaterloo
4 posts and comments in 3 threads mention AFM 428, October 2017 to December 2024. Quoted word for word, newest first; each reply sits under the post and the comment that started its branch. Search r/uwaterloo for newer posts.
Winter 2018
AFM328/329 & AFM428/429 question 0 points, 3 comments
u/45321yawathrow: “Does anyone have any info on these projects?? There's not much info out there in reddit or uwflow about it other than that they are projects, and they are 0.25 credits each. If anyone have taken them, how are they in terms of workload, level of funness, etc?? …”
Fall 2017
PSA: UWCourseLinker back up, disabled by default, call with [[course code]] 39 points, 31 comments
u/RayDWatson: “Testing all course codes 1/61: [[ACC604]] [[ACC605]] [[ACC606]] [[ACC607]] [[ACC608]] [[ACC609]] [[ACC610]] [[ACC611]] [[ACC620]] [[ACC621]] [[ACC622]] [[ACC623]] [[ACC624]] [[ACC625]] [[ACC626]] …”
u/RayDWatson: “… [[AFM415]] [[AFM416]] [[AFM417]] [[AFM418]] [[AFM422]] [[AFM423]] [[AFM424]] [[AFM425]] [[AFM428]] [[AFM429]] [[AFM431]] [[AFM432]] [[AFM433]] [[AFM434]] [[AFM442]] [[AFM443]] [[AFM444]] [[AFM451]] [[AFM452]] [[AFM461]] [[AFM462]] [[AFM463]] [[AFM471]] [[AFM472]] [[AFM473]] …”
u/UWCourseLinker: “… in Financial Econometrics AFM 424 - Equity Investments AFM 425 - Fixed Income Securities AFM 428 - Investment Management - Junior Portfolio Manager AFM 429 - Investment Management - Senior Portfolio Manager AFM 431 - Professional Ethics for Financial Managers AFM 432 - Legal …”
Any way to disable UWCourseLinker from posting? 16 points, 26 comments
“posting a reply to my comment I find the bot annoying.”
u/Jackhofmann: “PSYCH 483 PSYCH 484 PSYCH 485 PSYCH 486 PSYCH 490R PSYCH 499A PSYCH 499B PSYCH 499C PSYCH 621 PSYCH 630 PSYCH 677A PSYCH 704A PSYCH 704B PSYCH 707 PSYCH 710 PSYCH 714 PSYCH 717 PSYCH 720A PSYCH 721A …”
u/Jackhofmann: “… 329 AFM 333 AFM 341 AFM 344 AFM 362 AFM 373 AFM 391 AFM 401 AFM 415 AFM 418 AFM 424 AFM 425 AFM 428 AFM 429 AFM 433 AFM 444 AFM 462 AFM 476 AFM 477 AFM 478 AFM 479 AFM 482 AFM 491 AHS 107 AHS 600 AMATH 231 AMATH 250 AMATH 251 AMATH 271 AMATH 331 AMATH 342 AMATH 350 AMATH 351 …”
Check it elsewhere for Fall 2026
- Undergraduate Calendar, 2026–27The official entry
- Requirements for Fall 2026Waterloo’s requisite checker
- Schedule of Classes, Fall 2026Instructors, rooms, live seats
- Quest Class SearchWhere you enrol
- Course outlinesSyllabi from past terms (UW login)
- UW FlowStudent ratings and reviews
- WClassesPast sections back to 2004, and who taught them