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WELCOME! WELCOME! 5 PM 5 PM 4th annual 4th annual INTERVIEWING ON WALL STREET INTERVIEWING ON WALL STREET PANEL PRESENTATION PANEL PRESENTATION ~~~~~ ~~~~~ 6:30 PM 6:30 PM EQUITY SOCIETY’S EQUITY SOCIETY’S FALL NETWORKING RECEPTION FALL NETWORKING RECEPTION Co-sponsored by: The Equity Society The Clay Center at VSB University Career Services Office in collaboration with the Villanova Financial Club (VU Alumni working on Wall Street) Thursday, September 13, 2007 Thursday, September 13, 2007

Transcript of CONFIDENTIAL C:\Documents and Settings\mgutierr\Desktop\Lisa ...

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WELCOME!WELCOME!5 PM5 PM

4th annual4th annual

INTERVIEWING ON WALL STREET INTERVIEWING ON WALL STREET PANEL PRESENTATIONPANEL PRESENTATION

~~~~~~~~~~

6:30 PM6:30 PM

EQUITY SOCIETY’SEQUITY SOCIETY’S

FALL NETWORKING RECEPTIONFALL NETWORKING RECEPTION

Co-sponsored by:

The Equity Society

The Clay Center

at VSB

University Career Services Office

in collaboration with

the Villanova Financial Club

(VU Alumni working on Wall Street)

Thursday, September 13, 2007Thursday, September 13, 2007

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

AGENDAAGENDA

• Welcome - Brenda Stover, The Clay Center at VSB

• Introduction of Panel – Bill Donnell, Merrill Lynch / Villanova Financial Club

• Panel Presentations

• Q&A

• Introduction of Reception Employers – Brian Cotroneo, Equity Society Co-President

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

• Bill Donnell (VU ‘77)Senior Vice President, Merrill Lynch Private Banking

• George Coleman (VU ‘78)Managing Director / Global Head Equity Sales , Credit Suisse

• Bill Parry (VU ’82)Managing Director / Head of U.S. High Grade Credit Sales, Banc of America Securities

• Matthew Baldwin (VU ‘06)Global Markets Analyst, Banc of America Securities

• Mairaed McCarthy (VU ’06)Investment Banking Analyst - Financial Institutions Group, Merrill Lynch

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

George ColemanGeorge Coleman(VU ’78)

Managing Director / Global Head

Equity Sales

Credit Suisse

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VillanovaCONFIDENTIAL

How to Prepare for an InterviewSeptember 2007

PRELIMINARY | SUBJECT TO FURTHER REVIEW AND EVALUATIONTHESE MATERIALS MAY NOT BE USED OR RELIED UPON FOR ANY PURPOSE OTHER THAN AS SPECIFICALLY CONTEMPLATED BY A WRITTEN AGREEMENT WITH CREDIT SUISSE.

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At the Start

You have 30 minutes. How is it broken down?

Five core competency’s

Have a view and be prepared

How to make a good impression

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During the Interview

Interviewer will try to break the ice 2-3 minutes

Will look for something in common form resume Will spend the next 15-20 minutes on five core

competency’s

Intellectual skills

Interpersonal skills

Motivation and work skills

Problem solving skills

Alignment with Credit Suisse’s Values

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At the End

Will spend the last 3 -5 minutes giving candidate an opportunity to ask questions

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Keep in Mind

You really do not have 30 minutes because the interviewer needs to fill out the Evaluation Form and mentally prepare for the next candidate.

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Analyst Evaluation Form

Credit SuisseEquity Sales & Trading Analyst Program

Candidate Evaluation Form

SECTION I: GENERAL CANDIDATE INFORMATIONCandidate: School:Interviewer: Interviewer’s Department:

Academic Performance and Test Scores Overall GPA ______ SAT scores _____________ (____Verbal, _____Math) GMAT _____________ (____Quantitative , ____Verbal , ____Overall, ____Analytical Writing Assessment) LSAT _____________ Other _____________

Check Those Firms Candidate is Currently Interviewing With[ ]GS [ ]MS [ ]ML [ ]Other[ ]SSB [ ]LB [ ]JPM/Chase ____________________

SECTION II: SELECTION CRITERIAScale: Evaluate candidate compared to other applicants and employees in the position.[1] Superior or Exceptional – Superior evidence of these competencies.

[2] Very Good or Strong – Very strong evidence of these competencies.

[3] Good – Average evidence of these competencies.

[4] Marginal – Little evidence of these competencies.[5] Very Poor – No evidence of these competencies.

Intellectual Skills (Intellectually Curious, Bright, Fast Thinker) [1] [2] [3] [4] [5]Comments:

Interpersonal and Communication Skills (Engaging, Team Player, Articulate, Confident,Creates Positive Relationships) [1] [2] [3] [4] [5]

Comments:

Motivation and Work Skills (Attention to Detail, Driven, Goal Oriented, Resourceful, Effective Under Pressure, Self Starter) [1] [2] [3] [4] [5]

Comments:

Problem Solving Skills (Analytical, Creative, Logical, Quantitative) [1] [2] [3] [4] [5]Comments:

Alignment with Credit Suisse Culture (Client Service, Individuality, Entrepreneurship, Ethical, Informed andInterested in Financial Markets, Versatile) [1] [2] [3] [4] [5]

Comments:

SECTION III: OVERALL EVALUATION AND RECOMMENDATION[1] Strongly Recommend [2] Recommend[3] Reservations [4] Do Not HireComments:

Rank __________of ___________ (# of candidates interviewed today).

I recommend this candidate be interviewed by: Areas to probe:

Return completed form to: Katie Papadonis EMA-10 or Fax 917-326-4438

Credit SuisseEquity Sales & Trading Analyst Program

Candidate Evaluation Form

SECTION I: GENERAL CANDIDATE INFORMATIONCandidate: School:Interviewer: Interviewer’s Department:

Academic Performance and Test Scores Overall GPA ______ SAT scores _____________ (____Verbal, _____Math) GMAT _____________ (____Quantitative , ____Verbal , ____Overall, ____Analytical Writing Assessment) LSAT _____________ Other _____________

Check Those Firms Candidate is Currently Interviewing With[ ]GS [ ]MS [ ]ML [ ]Other[ ]SSB [ ]LB [ ]JPM/Chase ____________________

SECTION II: SELECTION CRITERIAScale: Evaluate candidate compared to other applicants and employees in the position.[1] Superior or Exceptional – Superior evidence of these competencies.

[2] Very Good or Strong – Very strong evidence of these competencies.

[3] Good – Average evidence of these competencies.

[4] Marginal – Little evidence of these competencies.[5] Very Poor – No evidence of these competencies.

Intellectual Skills (Intellectually Curious, Bright, Fast Thinker) [1] [2] [3] [4] [5]Comments:

Interpersonal and Communication Skills (Engaging, Team Player, Articulate, Confident,Creates Positive Relationships) [1] [2] [3] [4] [5]

Comments:

Motivation and Work Skills (Attention to Detail, Driven, Goal Oriented, Resourceful, Effective Under Pressure, Self Starter) [1] [2] [3] [4] [5]

Comments:

Problem Solving Skills (Analytical, Creative, Logical, Quantitative) [1] [2] [3] [4] [5]Comments:

Alignment with Credit Suisse Culture (Client Service, Individuality, Entrepreneurship, Ethical, Informed andInterested in Financial Markets, Versatile) [1] [2] [3] [4] [5]

Comments:

SECTION III: OVERALL EVALUATION AND RECOMMENDATION[1] Strongly Recommend [2] Recommend[3] Reservations [4] Do Not HireComments:

Rank __________of ___________ (# of candidates interviewed today).

I recommend this candidate be interviewed by: Areas to probe:

Return completed form to: Katie Papadonis EMA-10 or Fax 917-326-4438

SECTION I: GENERAL CANDIDATE INFORMATIONCandidate: School:Interviewer: Interviewer’s Department:

Academic Performance and Test Scores Overall GPA ______ SAT scores _____________ (____Verbal, _____Math) GMAT _____________ (____Quantitative , ____Verbal , ____Overall, ____Analytical Writing Assessment) LSAT _____________ Other _____________

Check Those Firms Candidate is Currently Interviewing With[ ]GS [ ]MS [ ]ML [ ]Other[ ]SSB [ ]LB [ ]JPM/Chase ____________________

SECTION II: SELECTION CRITERIAScale: Evaluate candidate compared to other applicants and employees in the position.[1] Superior or Exceptional – Superior evidence of these competencies.

[2] Very Good or Strong – Very strong evidence of these competencies.

[3] Good – Average evidence of these competencies.

[4] Marginal – Little evidence of these competencies.[5] Very Poor – No evidence of these competencies.

Intellectual Skills (Intellectually Curious, Bright, Fast Thinker) [1] [2] [3] [4] [5]Comments:

Interpersonal and Communication Skills (Engaging, Team Player, Articulate, Confident,Creates Positive Relationships) [1] [2] [3] [4] [5]

Comments:

Motivation and Work Skills (Attention to Detail, Driven, Goal Oriented, Resourceful, Effective Under Pressure, Self Starter) [1] [2] [3] [4] [5]

Comments:

Problem Solving Skills (Analytical, Creative, Logical, Quantitative) [1] [2] [3] [4] [5]Comments:

Alignment with Credit Suisse Culture (Client Service, Individuality, Entrepreneurship, Ethical, Informed andInterested in Financial Markets, Versatile) [1] [2] [3] [4] [5]

Comments:

SECTION III: OVERALL EVALUATION AND RECOMMENDATION[1] Strongly Recommend [2] Recommend[3] Reservations [4] Do Not HireComments:

Rank __________of ___________ (# of candidates interviewed today).

I recommend this candidate be interviewed by: Areas to probe:

Return completed form to: Katie Papadonis EMA-10 or Fax 917-326-4438

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Keep in Mind

Have a View & Be Prepared

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Things to Have a View On

Interest Rates Economy Employment Oil Inflation Geopolitical Situation Stocks that you think would be good investments Dollar Volatility

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What Do These Date Have In Common?

10 - 5

11-2

12-7

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You Can’t Go Wrong if You Do This

Read Wall Street Journal:

Section “C”

Abreast of the markets

Heard on the street

Credit markets

I hear it is free!!!!!!!!!

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Proper Decorum

Actions Speak Louder Than Words

Things to Do

Introduce yourself

SMILE

Shake hands

Maintain eye contact

Be CONFIDENT!

Things NOT to Do

Do Not smoke

Do Not chew gum

Do Not look at the ground

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Don’t Just Survive, ThriveHow to Successfully Sell Yourself

Speaking Points

Speak slowly

Avoid all slang

Avoid “um” and “like” as fillers in your sentences

Speak confidently but NOT arrogantly

Keep eye contact when speaking or listening

Answer the question asked

Be positive in all your answers

Market yourself

Don’t be afraid to put it on the line - “I want this job and I will work as hard as it takes to get it”

Body Language

The rest of your body language can say just as much as your mouth

Sit up, lean forward, be engaged

Stand until the interviewer sits

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Follow Through

Closing the Interview

Have questions ready for the interviewer

Ask about the job, the Organization, and the Organization’s culture

DO NOT ASK ABOUT MONEY

You’re not done yet

Stand up, thank the interviewer for their time, shake hands again

Write a thank you letter as soon as you get home– Re-emphasize how nice it was to meet them and how much you

want the job– Be extremely polite, appropriate, and nice– Remind the interviewer of something you discussed or mention a

particularly enjoyable aspect of the conversation

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How to Kill an Interview Things Interviewers Hate

Being a “know-it-all”, over-aggressive, or overbearing

Condemnation of past employers

Bad handshake

Being late

Lack of manners

Bad personal appearance

Lack of confidence

Lack of involvement in school or extracurricular activities

Rambling answers

Having no questions to ask

Asking questions, just to ask questions

Over-emphasis on money

Lack of interest and enthusiasm

Not knowing the job to which you are applying

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CS does not provide any tax advice. Any tax statement herein regarding any US federal tax is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties. Any such statement herein was written to support the marketing or promotion of the transaction(s) or matter(s) to which the statement relates. Each taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.These materials have been provided to you by Credit Suisse ("CS") in connection with an actual or potential mandate or engagement and may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with CS. In addition, these materials may not be disclosed, in whole or in part, or summarized or otherwise referred to except as agreed in writing by CS. The information used in preparing these materials was obtained from or through you or your representatives or from public sources. CS assumes no responsibility for independent verification of such information and has relied on such information being complete and accurate in all material respects. To the extent such information includes estimates and forecasts of future financial performance (including estimates of potential cost savings and synergies) prepared by or reviewed or discussed with the managements of your company and/or other potential transaction participants or obtained from public sources, we have assumed that such estimates and forecasts have been reasonably prepared on bases reflecting the best currently available estimates and judgments of such managements (or, with respect to estimates and forecasts obtained from public sources, represent reasonable estimates). These materials were designed for use by specific persons familiar with the business and the affairs of your company and CS assumes no obligation to update or otherwise revise these materials. Nothing contained herein should be construed as tax, accounting or legal advice. You (and each of your employees, representatives or other agents) may disclose to any and all persons, without limitation of any kind, the tax treatment and tax structure of the transactions contemplated by these materials and all materials of any kind (including opinions or other tax analyses) that are provided to you relating to such tax treatment and structure. For this purpose, the tax treatment of a transaction is the purported or claimed U.S. federal income tax treatment of the transaction and the tax structure of a transaction is any fact that may be relevant to understanding the purported or claimed U.S. federal income tax treatment of the transaction.

CS has adopted policies and guidelines designed to preserve the independence of its research analysts. CS’s policies prohibit employees from directly or indirectly offering a favorable research rating or specific price target, or offering to change a research rating or price target, as consideration for or an inducement to obtain business or other compensation. CS’s policies prohibit research analysts from being compensated for their involvement in investment banking transactions.

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

Bill ParryBill Parry(VU ’82)

Managing Director / Head of U.S. High Grade Sales

Banc of America Securities

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

Matt BaldwinMatt Baldwin(VU ’06)

Analyst – Global Foreign Exchange

Banc of America Securities

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

Mairaed McCarthyMairaed McCarthy(VU ’06)

Investment Banking Analyst – Financial Institutions Group

Merrill Lynch

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CAMPUS RESOURCESCAMPUS RESOURCES (FREE!)(FREE!)

• Resume Writing / Interviewing GuidelinesResume Writing / Interviewing Guidelines–Career Services Office (Corr 106) and careers.villanova.edu–The Clay Center at VSB (Bartley 1054)

• Personalized AppointmentsPersonalized Appointments (CSO, Corr 106)

–Schedule appointment or Walk-in (M-F, 1-3 PM)–Resume and Cover Letter Writing/Critique–Interview Strategies and Videotaped Practice Interviews–Job Search Strategies

• Parents, Professors, Friends, Relatives, Parents, Professors, Friends, Relatives, AlumniAlumni

–You Just Have to Ask

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

PowerPoint presentation & related PowerPoint presentation & related materials will be postedmaterials will be posted

as of Mon., 9/17/07 toas of Mon., 9/17/07 to

http://www.business.villanova.edu

(Click on “Undergraduate Programs”

and visit the

“News & Events” section of The Clay Center at VSB)

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INTERVIEWING ON WALL STREETINTERVIEWING ON WALL STREETPANEL PRESENTATIONPANEL PRESENTATION

Brian CotroneoBrian Cotroneo(VU ‘08)

Co-President

Equity Society

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EQUITY SOCIETYEQUITY SOCIETYFALL NETWORKING RECEPTIONFALL NETWORKING RECEPTION

• Lehman Brothers

•Merrill Lynch

•Morgan Stanley

•SEI

•Susquehanna International Group

•The Investor Relations Group

•Wachovia Securities

•Waddell & Reed

• Banc of America Securities

• Berkery Noyes & Co., LLC

• Cohen & Company

• Credit Suisse

• Evergreen Investments

(Wachovia Corp.)

• FactSet Research Systems

• Hennion & Walsh, Inc.

• Janney Montgomery Scott LLC

• JPMorgan Chase

PARTICIPATING EMPLOYERS...PARTICIPATING EMPLOYERS...