2022年2022年華爾街訓(xùn)練營(yíng)學(xué)習(xí)筆記

1、精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載華爾街訓(xùn)練營(yíng)學(xué)習(xí)筆記第一課華爾街禮儀一 7 seconds to successmaking a first impressiomrule of 12:1. the first 12 words should include”thank you”.2. the first 12 steps should be those of confidence3. the first12inchesfromyourheaddownshouldbeimpeccably groomed.4. last 12 inches from floor up shoul

2、d be well-maintained.conveying confidenceif you dont have it、get in:1.smile2.walk briskly、head held high 3.sing your theme song 4.beleve in yourself5. visualize yourself in the position6. convey enthusiation、interest、sense of energy 7.be positive8.be able to laugh at yourselfnever assume that becaus

3、e someone is better looking or a highe level精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載first impression faux pas:1.gigging 2.hand gestures 3.touch二conversation basics1. every conversation is an opportunity for success.2. you never know when someone is in a position to help you. the handshake:1.open hand 2.firm

4、grasp3. once up、once down4. convey warmth and confidence 5.make eye contact introductions:the“where”1.go where the people are 2.best places-food table、bar3.if no one introduces you、introduce yourselflook for approachable people.people who are alone is a great place to start.the“how”精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - -

5、- 歡迎下載學(xué)習(xí)必備歡迎下載1. name tag on your right2. “4 rules”:2.1 older people first2.2 women before men2.3 same age-same gender-no matter2.4 vip with title 1st2.5 “the robin drillhow are you.thank you for”2.6 stand if you are sitting2.7 repeat the other persons name aften2.8 follow up the intro with a conver

6、sation starter“bill and i went to penn state togetherwhat you do.who you are.where you are headed:1.background/skills 2.curret/past experiences 3.future objectives/goalsawkward moments the name game small talkssmall talks rules:1.do convey a gesture like of people 2.do not talk about sex、politics or

7、 religion精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載3.do be aware of events of the day 4.do ask questions about the company5.do get people to talk about themselvescombat mingling bhobia1.decide an arrival/departure time 2.create an itinerary3. admit that you know no one4. recognize that everyone is as nervous a

8、s you are 5.give youself a break6. learn one new thing7. think of this as“a recruciter”not“the recruiter ” or”a job” not“the job ”8. dont be the last to leave 9.have fun.三munching and minglingdrinking eating general rules精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載其次課什么為個(gè)人財(cái)寶治理speaker: jo coza is intheprivate wea

9、lthfield forj.p morgon private bank“where we really when we say the best of a meeting if you do bring aflip book、you never open it.、becauseyou will be really engagedin a dialogue with your clien”t.jo coza induduced his underground and work experiences. the studengsquestions time and contact.eight po

10、int: 1.courage 2.energy 3.creactivity 4.be well read 5.connectivity6. patience and persistence7. follow the cardinal rule which is always speak to the principal8. activity精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載第三講銷售與交易speaker:alex permen structures:1. what is sales and trades buy-side and sell-sidebuy-side：

11、like prudential、financial、anythinglike thathedge fund、anymutual 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、its like a client-based business.salesmanand traders、sales traders see the market e

12、veryday、andthey see second-bysecond movements、thats why private-wealth managers call salesman、they wanna see thewmarket color for thatday.thesesalesman、the people sitting atthe screens see well the stock is moving down on this day、it looks thesrepressure or its running up lately.and the private-weal

13、th manager judge to buy which stocks.thats basically how trading flows:salesman and wealth managers talkabout the investment、salestraders and buy-sidetraders focuson the price、and natural trsder at firms is one who actually execute the actual trade.salesvs.trading精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載.they

14、 both know another product、the same amount.salesalmost do the same things everyday、buttrader knows when it came in he cound lost 50% of everythingshemade in his life.2. the examples about it3. sales and trades career 4.the speakers experiences 5.arragement第四講什么為投資銀行 lecturer:morgan sammett key point

15、:1. what is ib2. how to obtain a career in investment banking 3.personal experience4.assignmentinvestment bank vs commercial bankib:people who need capital people who want to invest capital cb:deposits in loans outfunctions and divisions精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載front officemiddle officeback of

16、fice 1.investment banking2.investment managementprivate institution 3.sales trading4.structuring 5.merchat banking 6.reseach7. risk management financing compliancemaking sure obeying the law8. operation and technologyinvestment banking1.investment banking is different from investment bank 2.financia

17、l advisery3.giving company recommendation on what you should do to changeits structure 4.capital raising 5.ipo6. industry group vs product group7. road show”:beauty contes”t sell its stocks to investment houses.e.g:of leverage buyout8. private equity firm:firms that buyout other firms精品學(xué)習(xí)資料精選學(xué)習(xí)資料 -

18、- - 歡迎下載學(xué)習(xí)必備歡迎下載9. hedge funds10. exple of leverage:how financial leverage can affect your returninvestment banking career ideal candidates: 1.characteristics1.1project orientied long time not instant like s&d 1.2analytical1.3attention to details:presentations and forms need to be accuate 1.4mot

19、ivated1.5organized1.6 team player:an analyst;an associate;a vp and an md all working on together1.7 positive attitude:80-100 hours per week 1.8knowlegable:big picturecredential 1.high gpa 2.past intership3. leadership at school4. study abroad 5.enterpreneur experience精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載6

20、.sports 7.hobbies or skills8.reseach opportunities 9.networkimportantresume and network 1.resume2.formatting;spelling;attention to detail 3.detail oriented;analytical;team player 4.read vault guide 5.email:formatting;spelling;attention to detail 6.contact continually7.do research and prepare visit 8

21、.attain informationdo anddont 1.dress professionally 2.be professional3. think ahead4. keep people updated ondate be appreciate5. dont feel you are entitled to get the position精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載6. dont make spelling or grammer mistakes7. dont schedule too many meetings in a short time 8

22、.dont talk about money or hours9.dont talk poorly about other people or firm 10.dont be arrogant disorganized or uniformedinterview1.make sure written down all deadlines、submit all materials needs. 2.make an communicate with your contact:keep them in the loop 3.personality questions4. make a bullet5

23、. prepare for these questions6.3 things making me want to be a investment banker 7.be consiced and organized8. passionate informed appreciate organized9. the common questions in ib interviewsinvest banking careerbooks:vault guide;moneybusiness;insidemind;barbarians atthe gate.magazines.new york time

24、s deal book精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載wall street joural:deal maker times financial league tablesmy experience1.freshman year:bear sterns derivatives middle office; 2.ge intership reward;build financial models.sophomore 103.ei fund president 4.goldman saches5.networking:figure outwhatyouwanttobe

25、early andstartto network、meet people6.q&a第五講華爾街聘請(qǐng)的人為什么樣的 lecturer:jim tomas、dean of seeal college 14 guides1.do a market interview2.98% of the people being hired are from the interns 3.be genuine.dont try to charm in interviews.be honest. 4.be professional精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載5.dont ma

26、ke any little mistakes like typing or spelling or fomating. 6.informationlikethecompanysceo、stockprice、history ofthe 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、dont say i have no question or what the salar

27、y is.10. dont chat personally11. do your homework.say why you love this company 12.frequent questions:tell something about yourself.13. whatt your strength/weakness14. prepare thesequestions carefully tomakeagood answer in interview.advice from paul poissant、the director. 1.is wall street for you.2.

28、 experiences from student:3. extreelybusy:fourperiodsofworktime:beforelunch;after lunch;after dinner;after midnight.monkey businessdo you have what it takes.精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載1.leadership:2. track record ofsuperior performance inboth extracurricularand professional activities3. ability

29、to aspire others to achieve a shared vision 4.ability to act with intergrity at all times5.ability to work independently while functioning as part of a team. 6.results oriented.7. problem solving8. ability to learn quickly and think on your feet 9.strong quantitative、analytical skills 10.techniqual

30、knowledge and modeling skills11.ability to develop solutions for business challenges 12.innate intellectual curiosity13. strong attention to detail14. ability to exercise good judgement 15.communication skills16. advanced oral and written communication skills17. ability to articulate ideas in a clea

31、r and compelling manner.ability to maintain in corporate and confidence18. ability to create a positive first impression and professional report19. excellent listening skills20. excellent teamwork and relationship management skills精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載21.initiative22. ability to display a

32、bias for action and a commitment to achieving great results23. ability to demonstrate resourcefulness and drive 24.self oriented25.desire and dedication 26.professional presence27. ability toassert yourself withconfidence whiledisplaying the qualities of a collaborative team player28. dress formally

33、 29.adaptability、flexibility、positive attitude 30.ability to influence and persuade 31.make your resume perfect、scurtinising 32.cover letter:strong and perfectinterview skills:thinkers win tools to success:stellar resume cover letter interview skills networking abilitykeep notes of your interview an

34、d make answers精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載the look for resumesresume+networking e-mails dont use template in ms wordtraditional format、dont use fancy stuff、be conservative. one page onlythese people are extremely criticalcontent of the resumeput your g point on it. leadershippart time jobacademic

35、 honors、awards、scholarships initiativeteam experiencerelevance to the field and a competency matchachievements and accomplishments.a professional towards success differentiationdo this on the resumetell the truth and never exaggerate or embellish stellarput your powerimportant thingstoward the top o

36、f the resume、not onthe buttom.make liberal user of key words from the job description and industry精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載buzz words.highlight your assetslist accomplishments & results vs duties and responsibilities have multiple peoplereviewfortypesand grammatical errors in resume.dontdo

37、 this on the resumepolitical or religion affliations reference on request personal informationaddess/zip code.phone info of employers photographpersonal web sitelnterviews:beforeknow the job and why you are at the interview read vault guides about the job and the company know yourself、your personali

38、ty and skills understand of behavioral interviewprepare at leat 5 stories in interview、 at least one of your failures be prepared to technical questionstell your weakness in positive wordspractice with classmates、previous interns、etc.lnterviews:during精品學(xué)習(xí)資料精選學(xué)習(xí)資料 - - - 歡迎下載學(xué)習(xí)必備歡迎下載firm handshake mai

39、ntain spacesit when and where you are offered to sit blink、donsttarebe yourself、relaxsit uprightd、 onctross your arms、exude confidencebe able to articulate strong argument、say you want the joblnterviews:afterask prepared questions get interviewers namesfollow up witha thank you note within 25 hours comfirming your interestnetwork:whocurrent students who have interned alumnifacultycareer and corporate services mba studentsfamily and friend