Tag Archives: Financial Services

Investment Banking 101 – Wells Fargo Securities Info Session

If you are a first-year or sophomore interested in learning more about careers in finance, please join representatives from Wells Fargo Securities (all Middlebury alumni) on October 8th for an Investment Banking 101 presentation and networking session. We will provide information and career advice regarding all lines of business within Investment Banking, as well as information about our summer analyst opportunities. We look forward to meeting you and discussing our opportunities!

Monday, Oct. 8th

7:00 p.m. in Axinn 229

Invitation to Talks by Rob Redmond, Executive Vice Chairman of Macquarie Capital and Chief Executive of Macquarie Capital USA

On Monday Oct 8th and Wednesday October 10th Rob Redmond, Executive Vice Chairman of Macquarie Capital and Chief Executive of Macquarie Capital USA, will be giving two informal lectures in the Business and Enterprise Program. The Monday lecture is entitled “Does a career in finance make sense? Some lifelong lessons” and the Wednesday lecture is entitled “The Financial Crisis 10 Years After” While the lectures are formally part of the Business and Enterprise classes, any student interested in finance is welcome to attend. Rob will also be having lunch and dinner with students on Tuesday and Wednesday, and there may be a few spots left. If you are interested in attending a lunch or dinner, please e-mail Dave Colander to see if there are any spots left.

Background Information on Rob Redmond

Rob Redmond is currently Executive Vice Chairman of Macquarie Capital and Chief Executive of Macquarie Capital USA. Before moving to Macquarie Mr. Redmond was a Managing Director of Lehman Brothers, where he served as Chairman of Global Financial Sponsor Group. He is also currently an Independent Director of Terrapin 3 Acquisition Corporation. Mr. Redmond holds a BA in Economics from Lafayette College and received his MBA degree from Cornell University’s Johnson Graduate School of Management.

 

Monday, Oct 8th

8:00 PM; 103 Axinn

Rob Redmond: “Does a Career in Finance Make Sense? Some Lifelong Lessons”

 

Wednesday, Oct 10th

7:30 PM; Warner Hemicycle

Rob Redmond: “The Financial Crisis 10 Years After”

KeyBanc Capital Markets to Visit October 1st and 2nd

KeyBanc Capital Markets (KBCM) is a full-service corporate and investment bank serving the needs of mid- to large-sized businesses and focused principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, technology, and real estate.

Please RSVP here to attend the info session on Monday, October 1st at 7:00 p.m. in Hillcrest 103.

Sign up for a one-on-one alumni chat session here before 11:55 p.m. on October 1st. Chats will take place on October 2nd.  Hurry, slots will fill quickly.

Cleveland-based KeyCorp (NYSE: KEY) is one of the nation’s largest bank-based financial service companies, with assets of approximately $135 billion.* Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally.

 

Finance Recruiting – Important Dates

Please pay particular attention to Handshake events and notifications and emails from me as we often add to the schedule and have to modify the schedule due to alumni work schedules.

As deadlines are fast approaching, please be sure to have your resume reviewed by a Peer Career Advisor and complete the Code of Conduct in Handshake (click on the Career Center tab>choose Surveys>Student Code of Conduct). Failure to complete these tasks may jeopardize your chances for success.

Events & Info Sessions

WINTER TERM HOT Internship Postings in Handshake

HOT, HOT, HOT OPPORTUNITIES  (applications are reviewed on a rolling basis, do not wait to apply!)

2019 Citi Early ID Program

Citi’s Early ID Program is designed to focus on identifying, mentoring and hiring top diverse talent for Citi’s Summer Analyst Programs.  Targeting current sophomores (graduation date between December 2020-May 2021), EID will pair selected candidates with a mentor in their preferred business and provide access to e-learning curriculum to help prepare candidates for accelerated interviews for the 2020 Summer Analyst programs.

Timeline

EID Application Period: September 10th – November 15th, 2018

EID Application Deadline: November 15th, 2018

EID Program for Summer 2020: January 15th – March 1st 2019

Application Links

NAM Veterans Leadership Program, Early ID Program – New York City

NAM Women’s Leadership Program, Early ID Program – New York City

NAM Pride Leadership Program, Early ID Program – New York City

NAM Black Heritage Leadership Program, Early ID Program – New York City

NAM Hispanic Heritage Leadership Program, Early ID Program – New York City

Do you speak Spanish or Portuguese? Are you interested in Finance and Latin America?

If so, please consider this fantastic internship referred to us by Antonio Miranda P’19.5.

Compass Group, a specialized asset manager focused in Latin America with over 20 years of experience investing in the region. The firm has a unique breadth of resources and presence in Latin America, with over 40 investment professionals dedicated to the region in six different countries. Immersion in the local markets has allowed the firm to develop strong investment capabilities across different asset classes, including corporate credit, regional and country-specific equities, real estate, and asset-backed financing. Its people, culture of discipline, and bottom-up driven investment philosophy make Compass Group one of the leading independent asset managers in the region.

Summary
The Summer Analyst will play an important role in supporting the Asset Management team. He/she will work with and be coached by portfolio managers, research analysts, and other professionals to analyze and execute investment strategies across the equity and fixed income asset classes. This will be a hands-on experience in a highly collaborative environment, where the analyst will perform real tasks and develop skills alongside a team that supports continuous learning.
Compass is open to the possibility of extending a full-time offer to any intern who shows outstanding performance and a desire to join a Compass office in Latin America. Occasionally, full-time opportunities are available in New York.
Essential duties and responsibilities
The responsibilities of the Analyst include, but are not limited to:
  • Providing support to analysts in all aspects related to investment management (quantitative and qualitative)
  • Generating bottom-up analysis for presentation and discussion with investment professionals
  • Maintaining and contributing to databases using industry tools, such as Excel and Bloomberg
  • Attending meetings with management teams of companies that we invest in or have the potential to invest in
  • Conducting periodic summary of research and/or analysis of Latin American economies, politics, financial markets, and companies
  • Participating in professional development opportunities
Desired skills:
  • Knowledge in MS Word, PowerPoint, and Excel
  • Strong teamwork and communication abilities
  • Attention to detail
  • Effective time management and ability to work in a fast-paced environment
  • Independent, self-motivated, and original thinking
  • Curiosity for learning
Requirements:
  • Student should be pursuing a Bachelor’s degree of any declared major
  • At undergraduate level, student should be a rising junior or rising senior
  • Preferred GPA of 3.5 or above
  • Demonstrated credible interest in Finance and Latin America
  • Fluency in English, as well as Spanish or Portuguese

Apply before September 30 on Handshake.

Attention first-year and sophomore woman interested in Asset Management

GWI’s Summer Intensive Program inspires, educates, and supports young women so they become the next generation of leaders in asset management. We believe that asset management can be a stimulating, rewarding career, regardless of your current major.
Our scholars graduate well-prepared to enter the industry across all asset classes—from public and private equity to fixed income, credit, hedge funds, and real estate.  More information is available on Handshake.  The deadline to apply is Nov. 29th.
2019 SUMMER INTENSIVE PROGRAM
  • 4-week educational intensive in-residence at University of Pennsylvania or University of Notre Dame
  • 6-week paid, hands-on internship experience at a leading asset management firm
  • Girls Who Invest community helps scholars build meaningful careers in the industry
Over a four-week intensive period, respected business school professors teach our scholars core finance and investment concepts. Our scholars also have the opportunity to build meaningful relationships with some of the most influential leaders in the industry.
The Summer Intensive Program includes training in ethics from the CFA Institute, Bloomberg Terminal, presentation skills, and interview preparation. The curriculum also includes site visits with select asset management firms.
Scholars who successfully complete the four-week educational program continue on to six-week paid summer internships secured by GWI with leading asset management firms. Scholars add the GWI credential to their resumes and have ongoing access to the robust GWI community.
  • GWI is seeking applications from current sophomores in college.
  • The GWI Summer Intensive Program will be held in two locations: University of Pennsylvania, and University of Notre Dame
  • Paid internships with industry leading asset management firms, secured by Girls Who Invest, will be available to successful graduates immediately following the program from approximately July- August 2019
  • Internships are made available only through the ten-week Summer Intensive Program
  • GWI’s 2019 Summer Intensive Program is offered tuition/room/board-free to all qualified applicants.
2019 ONLINE LEARNERS PROGRAM
Through partnerships with Wharton Online and CFA Institute, online learners receive free access to a selection of the world’s best online courses in finance, management, and leadership. Online learners also benefit from Girls Who Invest’s engaging, ongoing community. Please note: you will automatically be considered for the GWI Wharton Online Learners Program if you are not accepted into the GWI Summer Intensive Program.
GWI CFA ONLINE LEARNERS PROGRAM for college freshman only. (Rising sophomores)
GWI offers college freshman the opportunity to participate in a self-study certificate program in partnership with the CFA Institute, the global association of investment professionals that sets the standard for professional excellence. Learn more about the CFA Investment Foundations Program. Completing the CFA Investment Foundations Program will provide you with a comprehensive overview of the asset management industry, offer you a noteworthy addition to your resume and strengthen your application next year should you choose to apply as a sophomore to the 2020 GWI Summer Intensive Program. You may take the CFA course and sit for the exam from June to September 2019.
GWI WHARTON ONLINE LEARNERS PROGRAM for college sophomores only. (Rising juniors)
GWI offers college sophomores the opportunity to participate in a private, curated online learning experience in partnership with Wharton Online. The GWI Wharton Online Learners program is only open to all sophomores attending a U.S. college or university. 
GWI provides selected online learners access to Wharton’s Business and Financial Modeling specialization which is a sequence of six carefully selected courses. Students who successfully complete the Business and Financial modeling program will receive a resume-worthy Certificate from Wharton. The GWI online learning platform with Wharton will help broaden your skills and demonstrate to future employers your personal commitment to positioning yourself for success.