Interviewing on Wall St Fall 2013

WELCOME! PM 10th annual INTERVIEWING ON WALL STREET PANEL PRESENTATION 6:30 PM FINANCIAL SERVICES NETWORKING RECEPTION Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Agenda Welcome - Dr Patrick Maggitti - Dean, Villanova School of Business Introduction of Speakers/Panelists Featured Speakers  Q&A with Panel Wrap-Up & Introduction of Reception Employers Financial Services Networking Reception Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Panelists  George Coleman(VU ‘78) - Moderator Managing Director-Investment Banking; Vice Chairman-Global Equities, Credit Suisse  Bob Bosse (VU ‘86) Executive Director, Corporate & Investment Bank, JP Morgan  Steve Hanwacker (VU ’01) Senior Financial Advisor, Merrill Lynch Wealth Management  Bryan Rolfe (VU ‘86) Managing Director, Debt Capital Markets, BMO Capital Markets  Todd Sullivan(VU '95) Managing Director- ISG Operations, Morgan Stanley  Kathleen Barr (VU ’14) – Barclays S’13 Finance Intern; Biology Major  Katharine Macomber (VU ’14) – Barclays S’13 Compliance Intern; Arts Economics Major Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception George Coleman (VU ‘78) Managing Director-Investment Banking; Vice Chairman-Global Equities, Credit Suisse Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) Villano va How to Prepare for an Interview September 2013 The materials may not be used or relied upon in any way Confidential Confidential What Does A Global Financial Institution Do? PRIVATE PRIVATE BANKING/ BANKING WEALTH MGMT We alth manag e me nt s o lutio ns Co rpo rate & Re tail Bank in S witze rland INVES TMENT BANKING S ale s & Trading Prime Bro ke rag e Re s e arc h Capital rais ing and advis o ry s e rvic e s S HARED S ERVICES Co rpo rate Co mmunic atio ns Human Re s o urc e s Info rmatio n Te c hno lo g y Le g al & Co mplianc e Ope ratio ns Ris k AS S ET MANAGEMENT Alte rnative s As s e t Allo c atio n Glo bal Dis tributio n Confidential Prepare before you go Pre paratio n is half the battle Confidential What We Look For Applic atio ns Team amPlaye Playerr Te Collabo llaboratio rationn Co kills SSkills Proble blemm Pro lving/Inte /Intelle llecct t SSoolving Leade adersrship hip Le Potetential ntial Po >150 Hire s Initiativeand and Initiative Drive Drive Communic mmunicatio ationn Co kills SSkills Confidential Interview Best Practices  Firs t Ro und  On Campus  On Trading Desk  With HR Recruiter  S upe r Day  Five 30 minute interviews  Usually about 30 candidates  Think of it as the Super Bowl J ob offers are made the next day Confidential Interview Best Practices from the Interviewers Perspective  Inte rvie ws  Be s t Prac tic e s  Your job is to elicit evidence from the candidate to support your rating on each competency  Be clear on what core competency you are testing  Let the candidate talk 80% of the time; remember, you have the job already! Confidential 10 Helpful websites and other resources We bs ite s to be familiar with www.vault.c o m www.c nbc c o m www.blo o mbe rg c o m www.c nn.c o m www.nytime s c o m www.ws j.c o m Bo o ks and mag azine s The Wall S t Jo urnal Time Mag azine Fo rbe s The Ec o no mis t Ac c o unting fo r dummie s Confidential 30 Questions? Confidential 31 10th annual Interviewing on Wall Street Panel & Networking Reception Todd Sullivan (VU '95) Managing Director-Operations; Global Head of Interest Rate & Credit Derivative Operations, Morgan Stanley Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Bryan Rolfe (VU ‘86) Managing Director, Debt Capital Markets, BMO Capital Markets Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Bob Bosse (VU ‘86) Executive Director, Corporate & Investment Bank JP Morgan Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Steve Hanwacker (VU ‘01) Senior Financial Advisor, Merrill Lynch Wealth Management Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Kathleen Barr (VU ‘14) Summer ’13 Finance Intern, Barclays Katharine Macomber (VU ‘14) Summer ’13 Compliance Intern, Barclays Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Q&A Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Alex Hewitt, Equity Society (VU ‘13) Nick Latorre, M&A Society (VU ‘14) John DiMieri, Fixed Income Society (VU ‘14) Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Campus Resources Students Tell All: “Life as a Wall Street Intern” Panel Wednesday, 10/23; Driscoll 134, 6:30pm www.efinancialcareers.com Financial services industry overview by sector, Job News & Advice, Internship/Job postings, etc PowerPoint AND Video of presentation will be posted to http://claycenter.villanova.edu (Click on “Calendar of Events”) Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) Financial Services Networking Reception PARTICIPATING EMPLOYERS Co-sponsored by: Equity Society, Fixed Income Society, Mergers & Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) ... Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street Panel & Networking Reception Panelists  George Coleman(VU... Acquisitions Society, The Clay Center at VSB & University Career Center in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) 10th annual Interviewing on Wall Street... candidate to ask one or two questions – thank candidate for his/her time; provide your contact information should candidate have further questions (and return his/her call) Confidential 11 11