



We have developed a list of
activities that members must complete at their convenience in
order to receive promotions within the club. We have
structured the organization to help members both strengthen
their financial knowledge and increase their network of
contacts.
Activities and Descriptions
-
"Detailed
papers from informational interviews with executives within
your coverage area" :
Under "Corporate Relations," you will find a list of our
members current work. For example, a member
interviewed a Senior Vice President at ABN AMRO to gain
insight for the club. Not only did we receive insight,
the member helped grow our relations among the financial
community. Executives will certainly take notice to
members who actively promote themselves within the
organization. If any member comes across a Loyola
alumni, who meets the required credentials, the member
should consider offering them a position as "Executive
Member of the Board". We have reserved this exclusive
position for Loyola alumni who have worked in the financial
sector for a considerable amount of time and have risen to a
leadership role.

-
"Relevant finance assignments
(valuation, modeling, etc.)"
: Under "Modeling & Valuation," you will find a list of
lessons that members may chose from at their preference.
Members are encouraged to submit any finance related case or
problem that they think will add to the club's list of
supplemental finance problems. Members have the choice
of completing the lessons that already exist or submitting
new problems that they see fit for the club.
-
"Stock Simulations"
: We had our first simulation during Spring quarter of 2006.
Members were able to trade stocks, bonds, futures, options,
and spots. This is an excellent opportunity for
members to trade securities they may not have traded before
due to the high volatility inherent to certain instruments.
-
"Relevant books under our
recommended list" : We
have put together a list of informative books that will help
form your background on the financial markets. It is
imperative that all individuals preparing for a career in
finance be fully equipped with the knowledge of the
industries past. We encourage all members to submit
any additional books so we can add them to our fine
collection.
-
"Participation in tutoring
sessions" : This is
really a chance for members to act as a mentor or a tutor
for other Loyola Students. This is not a formal
matter. By helping others, we will live up to the
values inherent in our club.
-
"Research Reports"
: These can be extremely time consuming. However, they
are excellent practice for valuation techniques. All
members are welcome to form groups and submit any
"Buy/Sell/Hold" recommendations that they analyze as a
whole.
-
"Case Competitions"
: We have posted a number of upcoming case competitions
across the country. Please email us with any case
competitions you may come across.
-
"Events & Seminars"
: We have posted a number of events members can attend at
their convenience. This is where you will network with
executives and be able to grow your contacts. Events &
Seminars will give you a competitive advantage over many
career fairs. For example, the individuals who are
sincerely interested in pursuing a specific career will
attend a targeted event in their interest. Employers
know this and will automatically treat you accordingly.
Unlike career fairs, you will have the opportunity to stand
out due to the minimal amount of students/individuals
attending. We recommend that when members attend
events, they take pictures and submit the event and pictures
so that the club can post them under "Past Events".
-
"Read The Wall Street
Journal" : There are
an infinite amount of financial publications. We
understand that you don't have time to read them all.
However, "The Journal", is always a necessity.
Relevant Internships during
and/or Full-Time Positions following Loyola result in automatic
promotions.
We are "highly confident" that as you promote yourself from
member to executive vice president, you will dramatically
increase the probability of achieving your desired career
goals. By surpassing our hurdles to achieve your promotions,
you will undoubtedly increase your financial skills and your
network of contacts that are essential to landing your dream
job.
Members who graduate with a
3.7 GPA or higher are automatically promoted 1 level.
Members will also be promoted based on achieving or passing
levels for credentials & licenses. (i.e. CFA, CPA, series 7,
etc)
|
Total Activities
Required to Achieve Promotion |
|
Activities |
Active Members |
Vice Presidents |
Senior
Vice Presidents |
Executive
Vice Presidents |
|
Detailed papers from
informational interviews with executives within your
coverage area |
0 |
1 |
3 |
5 |
|
Relevant finance
assignments (valuation, modeling, etc.) |
2 |
5 |
10 |
15 |
|
Stock Simulation |
1 |
1 |
1 |
1 |
|
Relevant books under
our recommended list |
1 |
3 |
5 |
7 |
|
Participation in
tutoring sessions |
0 |
0 |
2 |
5 |
|
Research
Reports |
0 |
1 |
2 |
3 |
|
Case Competitions |
0 |
0 |
0 |
1 |
|
Events & Seminars |
1 |
3 |
5 |
7 |
|
Read The Wall Street
Journal |
Daily |
Daily |
Daily |
Daily |
Once you complete the
activities required for your next promotion, please submit them
all at once with brief descriptions to johnthomaswong@hotmail.com.
All information that you submit will be posted on your personal
web page to display your accomplishments.