Trading Room Director and Lecturer of Finance
Jacobs Levy Equity Management, Waltham, MA, United States
Bentley University seeks to fill a joint position as Lecturer of Finance, and Director of the Trading Room for academic year 2025-2026, to begin Fall 2025. The Director reports to the Chair of the Finance Department and the Sr. Associate Dean of Business.
Trading Room Responsibilities
Supervising payroll, staff hiring/training, scheduling for events, preparing and forecasting budgets, purchasing, maintaining liaison with vendors, working on social media feeds and websites, and working with the Academic Technology Center to identify appropriate technology and software needs for TR operations.
Linking with guest speakers, visitors, corporate guests, senior administrators, and trustees.
Recruiting guest speakers for Fireside Chats events – engaging alumni and professional executives to present cutting‑edge topics in finance, economics, management, and arts and sciences to faculty and students.
Developing and marketing executive training programs and Wall Street 101 programming.
Department of Finance Teaching Responsibilities In this capacity, the TR Director will teach FOUR courses per year, as directed by the Chair of the Finance Department. Teaching typically will focus on introductory and upper‑level courses at the undergraduate level. We are seeking candidates with experience teaching courses in Finance.
Minimum Qualifications
Graduate degree in finance or a related discipline.
Previous work experience in a trading room environment as a trader or in any managerial capacity at a financial services company.
Ability to teach trading concepts and design trading courses.
Experience with securities valuation and developing trading rules using Excel.
Proficiency with Bloomberg Terminal, including building Excel‑based valuation models using Bloomberg API, Visual Basic, Pivot, Vlookups, macro, and goal‑seeking.
Familiarity with FactSet, Morningstar Direct, and CapIQ.
Travel to Boston, NYC, and Chicago is required.
Excellent communication and interpersonal skills (writing and oral).
The Trading Room is the centerpiece of The Hughey Center for Financial Services (HCFS), named in honor of Bentley University alumnus David A. Hughey ’55, was established in 1997. The center was inaugurated by Mr. Peter S. Lynch, the former manager of Magellan Fund, and Vice Chairman, Fidelity Management & Research Company. The HCFS has earned a national reputation and has been featured on national and international media. The center's mission is to extend the educational goals of Bentley University through innovative classroom pedagogy, cutting‑edge financial research, and real‑world applications. https://www.bentley.edu/centers/trading-room.
The Finance department offers an array of courses supporting BS Finance, MS Finance, and MBA (Finance concentration) degrees at Bentley. We also support the Advanced Standing in Finance program (https://www.bentley.edu/academics/undergraduate-programs/advanced-standing-programs), where some of our top students pursue the BS and MS degrees at Bentley. The department actively engages with students outside the classroom through initiatives and support of student organizations, including the Bentley Investment Group (https://www.bentley.edu/centers/trading-room/bentley-investment-group), Bentley Sustainable Investment Group (https://smesg6.wixsite.com/bsig), the Lab for Economics, Accounting, and Finance (https://www.bentley.edu/centers/leaf), and the Trading Room (https://www.bentley.edu/centers/trading-room), to name a few examples. For more information about the Finance faculty, please see faculty profiles at: https://www.bentley.edu/academics/departments/finance.
Bentley University Bentley University, located in suburban Boston, is an AACSB and NECHE accredited institution that enrolls approximately 5,500 students at the undergraduate, graduate, and doctoral levels. Bentley is ranked at or near the top in several categories by US News & World Report, including Best Regional Universities North and Most Innovative Schools, with Bloomberg ranking Bentley in the top 20 undergraduate business programs. Bentley’s high graduation and retention rates and top‑ranked Pulsifer Career Center reflects a commitment to student success and inclusiveness. With a strong faculty of teacher‑scholars, Bentley strives to be a “Force for Good” through the integration of business with the arts and sciences, and a strong emphasis on ethics and social responsibility. Providing a stimulating academic community for faculty, staff, and students, Bentley supports its faculty as they pursue cutting‑edge research and bring their expertise and real world understanding into the classroom. Bentley is committed to the teacher‑scholar model where teaching, scholarship, service and community engagement are expected and valued. We seek qualified faculty who represent diverse backgrounds, interests and talents and share a commitment to high ethical standards and a willingness to embrace challenge and change.
To Apply The candidate must create a profile by uploading application materials at: https://bentley.wd1.myworkdayjobs.com/faculty.
For full consideration, candidates should submit the following as part of the application:
Updated CV or resume
Cover Letter
A Teaching Statement, which should include a description of how the faculty member has demonstrated or intends to create and support an inclusive classroom environment.
Contact information for three references
#J-18808-Ljbffr
Trading Room Responsibilities
Supervising payroll, staff hiring/training, scheduling for events, preparing and forecasting budgets, purchasing, maintaining liaison with vendors, working on social media feeds and websites, and working with the Academic Technology Center to identify appropriate technology and software needs for TR operations.
Linking with guest speakers, visitors, corporate guests, senior administrators, and trustees.
Recruiting guest speakers for Fireside Chats events – engaging alumni and professional executives to present cutting‑edge topics in finance, economics, management, and arts and sciences to faculty and students.
Developing and marketing executive training programs and Wall Street 101 programming.
Department of Finance Teaching Responsibilities In this capacity, the TR Director will teach FOUR courses per year, as directed by the Chair of the Finance Department. Teaching typically will focus on introductory and upper‑level courses at the undergraduate level. We are seeking candidates with experience teaching courses in Finance.
Minimum Qualifications
Graduate degree in finance or a related discipline.
Previous work experience in a trading room environment as a trader or in any managerial capacity at a financial services company.
Ability to teach trading concepts and design trading courses.
Experience with securities valuation and developing trading rules using Excel.
Proficiency with Bloomberg Terminal, including building Excel‑based valuation models using Bloomberg API, Visual Basic, Pivot, Vlookups, macro, and goal‑seeking.
Familiarity with FactSet, Morningstar Direct, and CapIQ.
Travel to Boston, NYC, and Chicago is required.
Excellent communication and interpersonal skills (writing and oral).
The Trading Room is the centerpiece of The Hughey Center for Financial Services (HCFS), named in honor of Bentley University alumnus David A. Hughey ’55, was established in 1997. The center was inaugurated by Mr. Peter S. Lynch, the former manager of Magellan Fund, and Vice Chairman, Fidelity Management & Research Company. The HCFS has earned a national reputation and has been featured on national and international media. The center's mission is to extend the educational goals of Bentley University through innovative classroom pedagogy, cutting‑edge financial research, and real‑world applications. https://www.bentley.edu/centers/trading-room.
The Finance department offers an array of courses supporting BS Finance, MS Finance, and MBA (Finance concentration) degrees at Bentley. We also support the Advanced Standing in Finance program (https://www.bentley.edu/academics/undergraduate-programs/advanced-standing-programs), where some of our top students pursue the BS and MS degrees at Bentley. The department actively engages with students outside the classroom through initiatives and support of student organizations, including the Bentley Investment Group (https://www.bentley.edu/centers/trading-room/bentley-investment-group), Bentley Sustainable Investment Group (https://smesg6.wixsite.com/bsig), the Lab for Economics, Accounting, and Finance (https://www.bentley.edu/centers/leaf), and the Trading Room (https://www.bentley.edu/centers/trading-room), to name a few examples. For more information about the Finance faculty, please see faculty profiles at: https://www.bentley.edu/academics/departments/finance.
Bentley University Bentley University, located in suburban Boston, is an AACSB and NECHE accredited institution that enrolls approximately 5,500 students at the undergraduate, graduate, and doctoral levels. Bentley is ranked at or near the top in several categories by US News & World Report, including Best Regional Universities North and Most Innovative Schools, with Bloomberg ranking Bentley in the top 20 undergraduate business programs. Bentley’s high graduation and retention rates and top‑ranked Pulsifer Career Center reflects a commitment to student success and inclusiveness. With a strong faculty of teacher‑scholars, Bentley strives to be a “Force for Good” through the integration of business with the arts and sciences, and a strong emphasis on ethics and social responsibility. Providing a stimulating academic community for faculty, staff, and students, Bentley supports its faculty as they pursue cutting‑edge research and bring their expertise and real world understanding into the classroom. Bentley is committed to the teacher‑scholar model where teaching, scholarship, service and community engagement are expected and valued. We seek qualified faculty who represent diverse backgrounds, interests and talents and share a commitment to high ethical standards and a willingness to embrace challenge and change.
To Apply The candidate must create a profile by uploading application materials at: https://bentley.wd1.myworkdayjobs.com/faculty.
For full consideration, candidates should submit the following as part of the application:
Updated CV or resume
Cover Letter
A Teaching Statement, which should include a description of how the faculty member has demonstrated or intends to create and support an inclusive classroom environment.
Contact information for three references
#J-18808-Ljbffr