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1、学习必备欢迎下载华尔街训练营学习笔记第一课 华尔街礼仪(一) 7 seconds to success Making a first impressiom RULE OF 12: 1.The first 12 words should include ” Thank You! ”2.The first 12 steps should be those of Confidence 3.The first 12 inches from your head down should be impeccably groomed. 4.Last 12 inches from floor up should
2、 be well-maintained. CONVEYING CONFIDENCE IF YOU DON T HAVE IT,GET IN: 1.Smile 2.Walk briskly,head held high 3.Sing your theme song 4.Beleve in yourself 5.Visualize yourself in the position 6.Convey enthusiation,interest,sense of energy 7.Be positive 8.Be able to laugh at yourself Never Assume that
3、because someone is better looking or a highe level 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 1 页，共 20 页学习必备欢迎下载FIRST IMPRESSION FAUX PAS: 1.Gigging 2.Hand gestures 3.Touch (二)Conversation Basics 1.Every conversation is an opportunity for success. 2.You never know when someone is in a position t
4、o help you. THE HANDSHAKE: 1.Open Hand 2.Firm grasp 3.Once Up,once down 4.Convey warmth and confidence 5.Make eye contact INTRODUCTIONS: THE “ WHERE ”1.Go where the people are 2.Best places-food table,bar 3.If no one introduces you,introduce yourself Look for approachable people.People who are alone
5、 is a great place to start. THE “ HOW”精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 2 页，共 20 页学习必备欢迎下载1.Name tag on your right 2. “ 4 Rules ” : 2.1 Older people first 2.2 Women before men 2.3 Same age-same gender-no matter 2.4 VIP (with title) 1st2.5 “ The Robin (drill) How are you?Thank you for ”2
6、.6 Stand if you are sitting 2.7 Repeat the other persons name aften 2.8 Follow up the intro with a conversation starter “ Bill and I went to Penn State together WHAT YOU DO.WHO YOU ARE.WHERE YOU ARE HEADED: 1.Background/skills 2.Curret/past experiences 3.Future objectives/goals AWKWARD MOMENTS THE N
7、AME GAME SMALL TALKS SMALL TALKS RULES: 1.Do convey a gesture like of people 2.Do not talk about sex,politics or religion 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 3 页，共 20 页学习必备欢迎下载3.Do be aware of events of the day 4.Do ask questions about the company 5.Do get people to talk about themselves
8、COMBAT MINGLING BHOBIA 1.Decide an arrival/departure time 2.Create an itinerary 3.Admit that you know no one 4.Recognize that everyone is as nervous as you are 5.Give youself a break 6.Learn one new thing 7.Think of this as “ a recruciter” NOT “ the recruiter ” OR ” a job” NOT “ the job”8.Don t be t
9、he last to leave 9.Have fun! (三)Munching and Mingling DRINKING EATING GENERAL RULES 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 4 页，共 20 页学习必备欢迎下载第二课什么是个人财富管理Speaker: Jo Coza is in the private wealth field for J.P Morgon private bank “ where we really when we say the best of a meeting if you do b
10、ring a flip book,you never open it.,because you will be really engaged in a dialogue with your client. ”Jo Coza induduced his underground and work experiences. The Studengs Questions Time and Contact. Eight Point: 1.Courage 2.Energy 3.Creactivity 4.Be well read 5.Connectivity 6.Patience and Persiste
11、nce 7. Follow the cardinal rule which is always speak to the principal 8. Activity 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 5 页，共 20 页学习必备欢迎下载第三讲销售与交易Speaker:Alex Permen Structures: 1.What is Sales and Trades Buy-Side and Sell-Side Buy-Side ：like Prudential,financial,anything like that(hedge f
12、und,any mutual funds,any private-wealth manager,anyone who pick stars is on the buy side. Sell-Side:is the banks. The way it works:a salesman at a bank will have clients,it s like a client-based business.Salesman and traders,sales traders see the market everyday,and they see second-by second movemen
13、ts,that s why private-wealth managers call salesman,they wanna see thew market color for that day.These salesman,the people sitting at the screens see well the stock is moving down on this day,it looks theres pressure or it s running up lately.And the private-wealth manager judge to buy which stocks
14、. Thats basically how trading flows:salesman and wealth managers talk about the investment,sales traders and buy-side traders focus on the price,and natural trsder at firms is one who actually execute the actual trade. Sales vs. Trading 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 6 页，共 20 页学习必备欢迎
15、下载.They both know another product,the same amount .Sales almost do the same things everyday,but trader knows when it came in he cound lost 50% of everything hes made in his life. 2.The examples about it 3.Sales and Trades Career 4.The speaker s experiences 5.Arragement 第四讲什么是投资银行Lecturer:Morgan Samm
16、ett Key Point: 1.What is IB 2.How to obtain a career in investment banking 3.Personal experience 4.Assignment Investment Bank VS Commercial Bank IB:People who need capitalPeople who want to invest capital CB:deposits in loans out Functions and Divisions 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第
17、 7 页，共 20 页学习必备欢迎下载Front office Middle office Back office 1.Investment banking 2.Investment management private institution 3.sales trading 4.structuring 5.merchat banking 6.reseach 7.risk management financing compliance making sure obeying the law 8.operation and technology Investment Banking 1.Inve
18、stment banking is different from investment bank 2.Financial advisery 3.Giving company recommendation on what you should do to change its structure 4.Capital raising 5.IPO 6.Industry group vs Product Group 7.Road show: ” beauty contest ” sell its stocks to investment houses. e.g:of leverage buyout 8
19、.Private equity firm:firms that buyout other firms 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 8 页，共 20 页学习必备欢迎下载9.Hedge funds 10.Exple of leverage:how financial leverage can affect your return Investment Banking Career Ideal candidates: 1.Characteristics 1.1project orientied long time not instan
20、t like S&D 1.2analytical 1.3attention to details:presentations and forms need to be accuate 1.4motivated 1.5organized 1.6team player:an analyst;an associate;a VP and an MD all working on together 1.7positive attitude:80-100 hours per week 1.8knowlegable:big picture Credential 1.high GPA 2.past inter
21、ship 3.leadership at school 4.study abroad 5.enterpreneur experience 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 9 页，共 20 页学习必备欢迎下载6.sports 7.hobbies or skills 8.reseach opportunities 9.NETWORK(important) Resume and Network 1.Resume 2.Formatting;spelling;attention to detail 3.detail oriented;anal
22、ytical;team player 4.read vault guide 5.email:formatting;spelling;attention to detail 6.contact continually 7.Do research and prepare visit 8.attain information Do and Dont1.dress professionally 2.be professional 3.think ahead 4.keep people updated ondate Be appreciate 5.dont feel you are entitled t
23、o get the position 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 10 页，共 20 页学习必备欢迎下载6.dont make spelling or grammer mistakes 7.dont schedule too many meetings in a short time 8.dont talk about money or hours 9.dont talk poorly about other people or firm 10.dont be arrogant disorganized or uniformed
24、 Interview 1.make sure written down all deadlines,submit all materials needs. 2.make an communicate with your contact:keep them in the loop 3.personality questions 4.make a bullet 5.prepare for these questions 6.3 things making me want to be a investment banker 7.be consiced and organized 8.passiona
25、te informed appreciate organized 9.the common questions in IB interviews Invest banking career Books:Vault Guide;Money Business;Inside Mind;Barbarians at the Gate. Magazines. New York Times Deal Book 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 11 页，共 20 页学习必备欢迎下载Wall street Joural:deal maker Time
26、s Financial League Tables My Experience 1.Freshman year:Bear Sterns derivatives middle office; 2.GE intership reward;build financial models. Sophomore 10 3.EI fund president 4.Goldman Saches 5.Networking:figure out what you want to be early and start to network,meet people 6.Q&A 第五讲华尔街招聘的人是什么样的Lectu
27、rer:Jim Tomas,Dean of Seeal College 14 guides 1.do a market interview 2.98% of the people being hired are from the interns 3.be genuine.dont try to charm in interviews.be honest. 4.be professional 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 12 页，共 20 页学习必备欢迎下载5.dont make any little mistakes like
28、typing or spelling or fomating. 6.information like the company s CEO,Stock price, history of the company,etc. 7.ask questions about the company. 8.when they say turn off the cellphone,they mean it. 9.when being allowed to ask question,don t say I have no question or what the salary is. 10.don t chat
29、 personally 11.do your homework.say why you love this company 12.frequent questions:tell something about yourself. 13.what t your strength/weakness 14.prepare these questions carefully to make a good answer in interview. Advice from Paul Poissant,the director. 1.Is Wall Street for you? 2.experiences
30、 from student: 3.extreely busy:four periods of work time:before lunch;after lunch;after dinner;after midnight. Monkey business Do you have what it takes? 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 13 页，共 20 页学习必备欢迎下载1.Leadership: 2.Track record of superior performance in both extracurricular and
31、 professional activities 3.Ability to aspire others to achieve a shared vision 4.Ability to act with intergrity at all times 5.Ability to work independently while functioning as part of a team. 6.Results oriented. 7.Problem Solving 8.Ability to learn quickly and think on your feet 9.Strong quantitat
32、ive,analytical skills 10.Techniqual knowledge and modeling skills 11.Ability to develop solutions for business challenges 12.Innate Intellectual curiosity 13.Strong attention to detail 14.Ability to exercise good judgement 15.Communication Skills 16.Advanced oral and written communication skills 17.
33、ability to articulate ideas in a clear and compelling manner.ability to maintain in corporate and confidence 18.ability to create a positive first impression and professional report 19.excellent listening skills 20.excellent teamwork and relationship management skills 精选学习资料 - - - - - - - - - 名师归纳总结
34、 - - - - - - -第 14 页，共 20 页学习必备欢迎下载21.Initiative 22.Ability to display a bias for action and a commitment to achieving great results 23.Ability to demonstrate resourcefulness and drive 24.Self oriented 25.Desire and dedication 26.Professional Presence 27.Ability to assert yourself with confidence wh
35、ile displaying the qualities of a collaborative team player 28.dress formally 29.adaptability,flexibility,positive attitude 30.ability to influence and persuade 31.make your resume perfect,scurtinising 32.cover letter:strong and perfect Interview skills:thinkers win Tools to success: Stellar resume
36、Cover letter Interview skills Networking ability Keep notes of your interview and make answers 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 15 页，共 20 页学习必备欢迎下载The look for Resumes Resume+networking e-mails Don t use template in MS Word Traditional format,don t use fancy stuff,be conservative. One
37、page only These people are extremely critical Content of the resume Put your G point on it. Leadership Part time job Academic honors,awards,scholarships Initiative Team experience Relevance to the field and a competency match Achievements and accomplishments.a professional towards success Differenti
38、ation Do this on the resume Tell the truth and never exaggerate or embellish Stellar Put your power(important things)toward the top of the resume,not on the buttom. Make liberal user of key words from the job description and industry 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 16 页，共 20 页学习必备欢迎下载
39、buzz words. Highlight your assets List accomplishments & results vs duties and responsibilities Have multiple people review for types and grammatical errors in resume. Dont do this on the resume Political or religion affliations Reference on request Personal information Addess/zip code.phone info of
40、 employers Photograph Personal web site lnterviews:Before know the job and why you are at the interview read vault guides about the job and the company know yourself,your personality and skills understand of behavioral interview prepare at leat 5 stories in interview, at least one of your failures b
41、e prepared to technical questions tell your weakness in positive words practice with classmates,previous interns,etc. lnterviews:During 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 17 页，共 20 页学习必备欢迎下载firm handshake maintain space sit when and where you are offered to sit blink,dont stare be yourse
42、lf,relax sit upright, dont cross your arms,exude confidence be able to articulate strong argument,say you want the job lnterviews:After ask prepared questions get interviewer s names follow up with a thank you note within 25 hours comfirming your interest Network:Who Current students who have intern
43、ed Alumni Faculty Career and corporate services MBA students Family and friends Network:Who and how Intense scrutiny Always thank people who helped you 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 18 页，共 20 页学习必备欢迎下载Impact,results,accomplishments 第六讲如何更好地在华尔街竞争What is Wall Street 1.Financial Insti
44、tutions, Insurance companies ,Depository institution 2.Investment banks,brokerages investment Co. Managers 3.Asset managers,Mutual/pension funds 4.Sales side -Buy side 5.Commercial Bank ,various Institutions. 6.Investment Bank 7. Investment Bank Pecking Order IB positions 1.investment banking 2.sale
45、s&trading 3.Asset management 4.high GPA required Characteristics for a Successful Banking Career The Basics 3 things that separate you from others and 5 examples for each Key considerations Network Know your strengths and weaknesses 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 19 页，共 20 页学习必备欢迎下载Q
46、uality Follow-Up is essential Be confident Strategies:show diligence,be the first in Office and the last to leave Fatal Errors Lack of follow through Look and act the part No cancellations&be on time Be persistent,but do not be stubborn Attention to detail is very important Preparation Deep knowledg
47、e about a specific area and some ideas Passion Commitment Preparation&Execution (Niupun s Law:the power of passion and execution showed in the story of Niupun whom the lecture didn t think would be possible to become a banker but has at last been seen to become a great one) 精选学习资料 - - - - - - - - - 名师归纳总结 - - - - - - -第 20 页，共 20 页
