Tag Archives: Financial Services

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.


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.

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
  • 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.
  • 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.
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.

Finance, Capital Markets, Accounting, Management Fall Courses at Midd

Dear Students interested in finance and business:

The Professor of the Practice Program is working hard to improve the college’s offerings for students interested in going into finance, business and enterprise more generally. In the fall we are offering the following courses:

  • Accounting and Budgeting INTD 116
  • Intro to Business INTD 0120
  • Introduction to Finance INTD 0217
  • Management and Enterprise INTD 220
  • Capital Markets INTD 0320

Because we are still organizing the program, and have not publicized the courses widely, we still have significant openings in the Finance and Capital Markets courses as well as a smaller number of slots in other courses. We do not see these open slots continuing in the spring semester, or beyond, so if you are interested in taking either the finance or the capital markets course while here at Middlebury, we encourage you to consider taking them this semester.

The finance course serves as a gateway course for the higher level courses in Investments and Capital Markets, and is good preparation for those planning finance internships. We will be adding students to these courses on a first come basis, from a list of students who email us that they are interested in taking these courses. So if you are potentially interested in either of these courses you should email Vijaya Wunnava (VWunnava@middlebury.edu) as soon as possible and ask to be put on the list.

If you have any questions, about which course is right for you, feel free to contact Dave Colander (Colander@Middlebury@edu)

Featured Opportunities in Handshake

These jobs (and more) are about to expire in Handshake. Check them out before they’re gone!

Financial Advisor / Wealth Management, MATAURO, LLC. – DUE 7/23

MATAURO is looking for team-oriented, personable, and driven individuals to serve as financial representatives.

Fall Fellow, Federal Government Relations, Property Casualty Insurers Association of America (PCI) – DUE 7/23

PCI is hiring an undergraduate or graduate fellow for Fall 2018. The Fall fellow will provide support for the Federal Government Relations team, track and review relevant legislation, and shadow lobbyists.

Fall 2018 Domestic Program Internship, Center for Economic and Policy Research – DUE 7/27

The intern will assist with a variety of research, outreach, and communications activities related to the US economy and domestic policy. This may include outreach to press, advocacy organizations, and Congress, along with some research for upcoming reports and economic opinion pieces.

Royalty Analyst, Gelfand, Rennert & Feldman, LLC – DUE 7/30
Gelfand, Rennert & Feldman, a leading entertainment business and financial management firm, seeks an entry-level royalty analyst for its New York City office. Engagements include: examinations of record companies, music publishers, merchandising companies and other licensees of intellectual property.

Bank of America Merrill Lynch Summer 2019 Applications Open July 1st

Please be informed that Bank of America Merrill Lynch’s GCIB and S&T applications for Summer 2019 opportunities will open on July 1 and close on September 9. All candidates must apply via the BAML website http://campus.bankofamerica.com between July 1 and the Sept 9 deadline, after which GCIB and S&T will no longer be accepting applications. GCIB and S&T expect to review applicants on a rolling basis. Therefore, it is critical that you complete your applications ASAP, preferably in the first few days after they open.

Review the BAML Recruiting Process very carefully. This material contains information on BAML’s Summer Webcast Series currently taking place, as well as the 2019 GBAM opportunities and tips on applying.

Seeking Rising Seniors for NYC Growth Equity Firm Meet & Greet

Max Kagan’14 would like to fill this opening with a Middlebury candidate.

Long Ridge Equity Partners, a leading growth equity firm based in New York, would like to invite those interested in learning more about our full-time Analyst program to attend a “meet and greet” event with Long Ridge investment professionals this summer in New York City.

Founded in 2007, and with over $400 million in capital, Long Ridge employs a thesis-driven approach to investing and places a strong emphasis on partnership with visionary entrepreneurs and management teams. Focus areas include financial technology, enterprise software, business services, and specialty finance. The firm targets industry-leading companies with unique value propositions, established business models, and strong management teams. Over the last 20 years, Long Ridge’s principals have sponsored some of the most successful growth companies in the financial services space.

This is a unique opportunity to network with Long Ridge investment professionals and learn more about growth equity investing. Rising seniors with summer internships in the New York City area will be considered for this event. Interested candidates should submit their current resume, including their summer 2018 internship, to careers@longridgecap.com by July 2nd. Invited candidates will receive a confirmation email with additional details prior to the event, which will take place on the evening of Wednesday, July 18th.

Formal recruiting for our full-time analyst program will begin in the Fall of 2018.  Questions can be sent to careers@longridgecap.com.

Please send resumes to careers@longridgecap.com no later than July 2nd.