Finance economics
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Finance & Economics. Monday, October 7 , 2013. 4-4:15 Overview of the Career Center’s Resources 4:15-5 Your Brand, Your Network, Your Interviewing Skills 5-6:15 Professional Panel 6:15-7 Networking time with the Panelists. AGENDA.

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Finance economics

Finance & Economics

Monday, October 7, 2013


Agenda

4-4:15 Overview of the Career Center’s Resources

4:15-5 Your Brand, Your Network, Your Interviewing Skills

5-6:15 Professional Panel

6:15-7 Networking time with the Panelists

AGENDA


Finance economics

The UCLA Career Center:Strathmore Building, Floors 2&3Presented by Jordan Maness, M.Ed.Counseling Manager


What we do

What we do

  • Help students choose a Major and a Career that is a good match for them

  • IE: We help students discover theirDream Jobs


What we do1

What we do

  • We help students avoid choosing majors and careers that aren’t a good match


What we do2

What we do

  • We help students obtain their goals: Internships, Jobs, Graduate School Admission


How we do what we do

How we do what we do

  • Career Counseling


How we do what we do1

How we do what we do

  • Assessments


How we do what we do2

How we do what we do

  • One of the LARGEST CAREER CENTER LIBRARIES in the country


How we do what we do3

How we do what we do

  • Workshops


How we do what we do4

How we do what we do

  • Career Fairs

    • Financial Services Night: October 16th

      • 630-830PMUCLA Career Center

    • Bruin Career Connections Fair: October 17th

      • 11AM-3PM Ackerman Union Ballroom


How we do what we do5

How we do what we do

  • BruinViewtm

    • Set-up your Free Account Today: visit: career.ucla.edu


How we do what we do6

How we do what we do

  • Critiques of Resumes, Cover Letters, Personal Statements, etc.

  • Mock Interviews


How we do what we do7

How we do what we do

  • So much more…


Who do we serve

Who do we serve?

  • First Year Students through PhD Students


Who do we serve1

Who do we serve?

  • All Majors


Ucla c areer c enter

UCLA Career Center

  • By the way: We are one of the LARGEST Career Center’s in the nation


Career center in summary become extraordinary

Career center (In summary)Become Extraordinary!

  • Strathmore Building

  • Dream Job Discovery

  • Internships, Jobs, Grad School Admission

  • First Years Through PhD Students

  • All Majors

  • One of the Largest in the Country

    career.ucla.edu


Building your personal brand

Building your personal brand

What do you want to be known for?


What s your brand

What’s Your Brand

  • Make a list of the top adjectives you believe would come to mind when someone thinks of you:

  • Smart, Insightful, Creative, Fun, Enthusiastic, Clever, Hip, Tech-Savvy, Warm, Energetic, Detail-Oriented, Persuasive, Organized, Etc.


Living your brand

Living Your Brand

  • “What You Do Speaks So Loudly that I Cannot Hear What You Say” -RW Emerson

    • Assess

      • How You Spend Your Time?

      • Who Do You Spend Your Time With?

      • How Do You Dress?

      • What Do You Post on Facebook, etc.?

      • How Prompt You Are?

      • How Reliable You Are?

      • Etc.


Promoting your brand

Promoting Your Brand


Virtually and in person

Virtually and In-Person


Networking

Networking

  • Building mutually beneficial relationships over time.

    • Friends, Classmates, Professors, Counselors, Co-workers, Supervisors, Fellow Volunteers, Your Doctor, Your Mail Carrier, UCLA Alumni, Etc.


4 tips

4 Tips

  • Firm Handshake

  • Personal Pitch

  • Asking Thoughtful Questions

    And Actively Listening to the Answers

    4. Show Your Gratitude


Firm handshake

Firm Handshake


Personal pitch

Personal Pitch

  • Personal/Educational/Professional


Informational interviewing

Informational Interviewing

  • What exactly is an Informational Interview?

    • An informational interview is a conversation with a professional in a career field you are considering, which will help you gather information and advice to assist in your career planning process.

    • BruinWorks.com


Some thoughtful questions

Some Thoughtful Questions

  • How did you decide on this career field?

  • What are the best/worst parts of your job?

  • What skills are required for your job?

  • What was your career path?

  • What have been the keys to your success in this field?

  • What, if any, mistakes did you make along the way?

  • What is the entry level compensation in this field?

  • Do you feel this field is growing?

  • What tips do you have for college students who one day want to be in your shoes?


Show your gratitude

Show Your Gratitude


Interview strategies

Interview Strategies

The Good, The Bad, and The Unbelievable


The interview

The Interview

The typical interview is designed to assess these 3 points:

  • Do you want the job

  • Can you do the job well

  • Are you a good fit with the organization


Before an interview

Before an Interview

1. Research the organization

  • Know who is interviewing you (and their position within the company)

  • Research the company and what they do

  • Know who the key players in that company

  • Use the company website to get a general feel for the company overall

    2. Review your resume

  • Make sure you can expand on anything written on your resume

  • Print extra copies (2-3) of your resume and bring to your interview

    3. Practice answering potential interview questions

  • Use the Career Guide to begin thinking about the interview

  • Use a video-camera, friend or a career counselor to practice your interview skills

  • Participate in a Mock Interview

    4. Prepare a list of questions for the employer

  • Always be prepared to ask questions of the employer

  • Think of questions that you want the answers to and will help you to learn more


Day of the interview

Day of the Interview

5. Dress and adjust your attitude for success

  • Be positive and have a professional attitude walking into the interview

  • Dress according to the style dictated by your field


Dress to impress

Dress to impress

You Only Have ONE chance to make a FIRST Impression

  • First Impressions count!!

    • As first impressions are vital in how we are treated and how we are remembered

    • It is important to dress appropriately for the interview

  • One of the first things the interviewer will pick up on is dress

    • Keep in Mind: Your dress shows your respect for the organization. Professional attire is always recommended (i.e. a dark suit or business casual dress)


Men dress to impress

Men: Dress to impress

Business Professional

Business Casual


Women dress to impress

Women: Dress to impress

Business Professional

Business Casual


Day of the interview1

Day of the Interview

6. Manage your time effectively

  • Be sure to arrive 10-15 minutes early

  • Allow yourself plenty of time to get to the interview

  • Be sure to have change in case you need to pay a parking meter

  • If you have a morning interview get things together the night before


During the interview

During the interview

7. Follow the lead of the interviewer

  • The interviewer will guide the interview, follow their lead

  • Be sure to answer questions fully and concisely


Sample opening questions

Sample Opening Questions

  • How is your day going?

  • How was traffic?

  • Tell me about yourself.


More sample questions

More sample questions

  • What have been some of your favorite classes at UCLA?

  • Why are you interested in this position?

  • What do you know about our company?

  • What important trends do you see in this industry?

  • Why should we hire you?

  • What are your top 3 strengths?

  • What is your biggest weakness?

  • Where do you see yourself in five years?


Behavioral interviewing

Behavioral Interviewing

  • Style of interviewing that suggests that past performance is the best predictor of future performance.

    • Describe a situation where you had to be flexible

    • Describe a team situation when you had to do more than your share

    • Tell me about a time you had to work under pressure


Star method applies here too

STAR method applies here too

  • Try using the “STAR” method to create your “Success Story.”

  • Situation

  • Task

  • Action

  • Result


Near the end of the interview

Near the end of the interview

8. Determine the next step and ask questions

  • Ask about the next steps in their hiring process

  • Ask for clarification about job duties

  • Ask about traits of past successful employees

  • Ask about the culture

  • Ask about the interviewer’s experience/career path


After the interview

After the interview

9. Analyze the interview

  • Think of the strengths and possible weaknesses of the interview

  • Consider things discussed in the interview and whether this is a position in which you are truly interested

    10. Follow up

  • Always follow up with a Thank You note to the interviewer


Questions

Questions


Finance economics

Career Options in Finance/Econ

  • Corporate & Public Finance

  • Investment Banking

  • Banks & Credit Unions

  • Portfolio Management

  • Trading

  • Associate Economist

  • Market Research

  • Other


A survey will be emailed to you

A survey will be emailed to you


Panel

PANEL


Finance economics

Corporate & Public Finance

WHERE?

  • Almost every corporation, governmental unit, educational institution and nonprofit organization.

    WHO?

  • Treasurer

    • Issue stocks and bonds, investor relations, investing, cash management

  • Assistants & Analysts

    • cost analysis

    • accounting

    • budgeting

    • tax auditing

    • financial analysis

    • credit collections

    • data processing

Chief Financial Officer

  • Controller

    • Control, analyze, interpret financial results and records. Accounting system(s), budgets and forecasts, internal audits, administer tax policies & procedures, prepare reports

Risk Manager

Buy and maintain corporate insurance. Handle corporate tax matters


Finance economics

Portfolio Management

WHERE?

  • Portfolio Management Firms

    • Independently owned OR part of a bank or insurance company

    • Serve institutional clients OR individuals OR both

      WHO?

  • Portfolio Manager

    • Make investment decisions for the firm

  • Research Analyst

    • Conduct research to guide investment decisions

  • Trader

    • Arrange purchase or sale of securities


Finance economics

Investment Consultants

  • Help clients (mostly institutions) plan investment strategies and select, monitor, and evaluate the portfolio management firms they use.

  • Most have BA/BS. Promoted from within.

1

ENTRY-LEVEL

Research and analyze data on investments and firms, prepare reports.

2

3

ACCOUNT EXECUTIVE

OR

SCIENTIFIC/RESEARCH POSITIONS

SENIOR CONSULTANT

OR

OFFICER


Finance economics

Personal Financial Planners

$

WHERE?

  • Brokerage firms

  • Self-employed

    WHAT?

  • Look at individual’s retirement plan, objectives, insurance, will. Recommend a savings and investment strategy.

  • Skills/Interests: Working one-on-one with people, financial calculations, numbers, tax laws, insurance.

Very Fast

66k


Finance economics

Investment Banking

WHAT?

  • Help clients (corporations and governmental units) raise capital through the issuance of stocks and bonds

  • Underwrite securities, help promote them to potential investors, and develop new types of securities

  • Counsel clients on mergers, acquisitions, and other financial actions


Finance economics

Investment Banking

CAREER PATH

SKILLS

Analytical Skills ▪ Communication ▪ Ambition

Teamwork ▪ Energy for Long Hours

VP or Partner

$

75k

Associate

Fast

MBA

Financial Analyst

Increased client contact, responsibility, authority


Finance economics

$

Trading

72k

Average

IN BROKERAGE FIRMS…

  • Traders take orders to buy or sell securities on behalf of clients

  • Conduct the trade at the most advantageous price. Monitor market movements closely

  • Junior, intermediate, and senior-level traders

    AT SECURITIES EXCHANGES…

  • Floor Broker – executes the trade by finding someone to buy what the client is selling or vice versa

  • Specialist – a trader who is assigned certain stocks and is responsible for keeping buy and sell orders in balance


Finance economics

$

Trading

72k

Average

STOCKBROKER

(aka Securities Sales Worker, aka Registered Representative,

aka Account Executive, aka Customers’ Broker)

  • Relay an investor’s buy or sell order and notify the customer of the completed transaction and the final price.

  • Provide financial counseling, the latest stock and bond quotes, and info on financial positions of corporations whose securities are being traded.

    Work in… brokerage firms, investment banks, mutual fund firms

    Beginners… spend much of their time searching for new customers, often putting in long hours and meeting with clients evenings and weekends.


Finance economics

Banks and Credit Unions

Bank Services:

  • Loans, checking accounts

  • Purchase of Receivables

  • Private placement of corporate debt

  • Trust services

  • Portfolio management

  • Foreign exchange

  • Venture capital investing

  • Corporate real estate lending

  • Loans to foreign businesses or governments


Finance economics

Banks and Credit Unions

CAREERS IN BANKS

Loan Officers – evaluate the creditworthiness of applicants seeking loans.

Officer

$

58k

Average

Junior Officer

TRAITS FOR SUCCESS

  • Critical thinking

  • Multi-tasking

  • Flexibility

  • Initiative

  • Positive attitude

  • Excellent communication skills

  • Ability to get along with many people

Analyst

3-4 years


Finance economics

Other Finance Careers

  • Insurance Agent & Broker

  • Actuary

  • Claims Representative

  • Market Analyst

  • Underwriter

  • Bank Officer

  • City Manager

  • Investment Manager

$

91k

Fast

$

60k

Slow

$

99k

Slow


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