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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


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


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 do2
How we do what we do

  • One of the LARGEST CAREER CENTER LIBRARIES in the country

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:

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

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.


  • 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

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.


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?

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

Finance economics

Career Options in Finance/Econ

  • Corporate & Public Finance

  • Investment Banking

  • Banks & Credit Unions

  • Portfolio Management

  • Trading

  • Associate Economist

  • Market Research

  • Other

Finance economics

Corporate & Public Finance


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


  • 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


  • Portfolio Management Firms

    • Independently owned OR part of a bank or insurance company

    • Serve institutional clients OR individuals OR both


  • 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.



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









Finance economics

Personal Financial Planners



  • Brokerage firms

  • Self-employed


  • 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


Finance economics

Investment Banking


  • 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



Analytical Skills ▪ Communication ▪ Ambition

Teamwork ▪ Energy for Long Hours

VP or Partner






Financial Analyst

Increased client contact, responsibility, authority

Finance economics






  • 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


  • 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






(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


Loan Officers – evaluate the creditworthiness of applicants seeking loans.





Junior Officer


  • Critical thinking

  • Multi-tasking

  • Flexibility

  • Initiative

  • Positive attitude

  • Excellent communication skills

  • Ability to get along with many people


3-4 years

Finance economics

Other Finance Careers

  • Insurance Agent & Broker

  • Actuary

  • Claims Representative

  • Market Analyst

  • Underwriter

  • Bank Officer

  • City Manager

  • Investment Manager