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Communication among our
members is essential. Submit messages to
johnthomaswong@hotmail.com
Full-Time Summer Corporate Finance Internship
(See
attached file: BASEL Intern job description.doc)
Thank you.
Mary Wasyliw Ahne
Corporate Finance
HSBC Finance Corporation
1627 Lake Cook Road
Deerfield, IL 60015
mary.e.wasyliw.ahne@us.hsbc.com
-
Monday, March 12, 2007 10:45 AM
From Alexander Dehnert,
Associate Director of Marketing and Sales, Loyola
Information regarding the CM&AA Credentialing program:
This is the first
credentialing program of its kind for the middle market
and represents the first and only advanced educational
program for business leaders and advisory professionals.
The five day program will include the overview of the
Private Capital Marketplace; M&A marketplace, buy- and
sell-side representation; traditional investment banking
process and practice management, accounting technical
skills, finance; valuation and M&A standards, incl.
traditional business valuation and transaction
value; legal and tax issues; and acquisition financing.
The program fee is $3,490 for
the entire program including all materials, books and
business valuation tool. Program dates include April
23-27, June 25-29, September 17-21 and November 5-9.
Those who complete the five-day program will receive a
Certificate from Loyola, and may join our
partner's organization the AM&AA (Alliance of Merger and
Acquisition Advisors). Their website is
www.amaaonline.org.
Also, I thought it would be
worth mentioning that we do have a Student Membership
rate for $200/year available for those enrolled in
undergraduate or post grad studies, expecting to
incorporate M&A activities into their careers.
The student rate for the CM&AA Credentialing program is
$2,995. This includes membership into the AM&AA.
Please contact Alexander for more information.
Thank you,
John Wong, CM&AA
Feel free to contact me with
any questions.
Regards, Alex
"All those interested in
submitting resumes to Houlihan Lokey Howard & Zukin for
summer internships or full-time employment may pass
their resumes along to Anthony at
abellagamba@hlhz.com. Also, anyone interested in
speaking with Anthony about employment or advice
regarding investment banking in general may call him at
312-462-6442."
-
Friday, December 15, 2006 12:41 PM
From Graham Honda, Senior Associate, Quellos Group, LLC
 "I
would very much like to reach out to your club regarding
multiple positions that we have in the Private Equity
space. I have enclosed 2 job descriptions for positions
within our New York office. These openings are appropriate
for individuals with at least 3 years of experience in
Private Equity. We also have multiple openings at various
levels in Hong Kong and Seattle."
Members: Please view the following
links for information regarding the positions available:
QPCMSeniorInvestmentAnalyst2006.pdf
InstitutionalClientGroup-PCS2006.pdf
"2 open positions that would be of
interest to recent grads (undergraduate). The start June
2007, and these positions are located in Seattle."
Please view the following link:
QPCMAssociate-2007.pdf
Have you checked out
tradesports.com or intrade.com? These are interesting
problems of derivatives.
Regards,
George
Below is an email for a possible
job opening. You can post this on IB&FM
website. Good opportunity for Finance and Accounting majors.
Thanks
Dhawal
Title:
Mutual Fund Assistant Treasurer
Location:
Chicago, IL
Our client is an investment manager, providing a wide range
of investment products and services to institutions and
individuals in Asia, Europe and North America. They have
both retail and institutional distribution capabilities for
property, equities and fixed income products. They are
seeking a financial services professional for their Chicago
office.
This position will team up and assist the Mutual Fund
Treasurer in ensuring the
quality and timeliness of fund accounting and fund
administration services for
a growing family of mutual funds and separate accounts with
over $2 billion
assets under management.
Responsibilities:
In this role, the Mutual Fund Assistant Treasurer will
assist the Mutual Fund Treasurer with performing the
following responsibilities:
Provide oversight of third-party
custody, fund accounting and fund administration vendors
Liaison between the third party
vendors and portfolio management and investment operations
teams in the US and overseas
Resolve trading, pricing and
custody issues that arise as part of daily operations
Review federal and state tax returns
Prepare and review annual distribution computations
Manage special projects including product launches, mergers
and system conversions
Coordinate preparation and review of all regulatory filings
Prepare quarterly Board of Trustees reports
Review and monitor mutual fund expense accruals
Coordinate review of monthly reports generated by third
parties providers
Determine monthly distribution for fixed income and equity
income funds
Compile fair value back testing reports
Assist the legal and compliance group with developing and
maintaining appropriate compliance standards
Review performance and pricing reports and oversee delivery
to internal and external parties
Oversight of daily compliance review of fund pricing and
liquidity issues
Experience:
Bachelor’s degree in accounting or finance, CPA preferred
Four to seven years of progressive experience with a public
accounting firm
(servicing investment company clients), third party mutual
fund service provider or investment management firm
Knowledge of securities regulation, mutual fund
administration, accounting and investment operations
Strong decision-making and analytical skills
Attention to detail and proven ability to multi-task
Team player who is willing to assist at all levels in a
dynamic environment
Effective written and oral communication skills
The job duties, responsibilities and requirements listed
above are not intended to be all-inclusive. Candidates may
be required to perform other duties as assigned.
Computer Requirements:
Strong computer skills
Compensation:
Will commensurate with experience
If you are interested in this opening, please email us a
copy of your resume as
an MS Word attachment.
Thank you,
Tamara Polansky
Brokerage Consultants Inc.
(312) 460-8222 x 117
Tamara@brokerageconsultants.com / email
http://www.bcius.com / Web site
Greetings!
Below is a job opening for an
Investment Banking/Private Equity Analyst position in New
York and Boston. Please pass this along to your friends and
contacts. If you did not receive this job posting directly
and would like to be included on Wall St. Training's Job
Distribution List, please go to
www.wallst-training.com and add your email.
This is a word-of-mouth,
referral based list. ONLY QUALIFIED candidates should
apply/inquire. Abuse or non-compliance will lead to
immediate removal.
Position Description:
Grail Partners is seeking
highly-motivated, qualified individuals to play a key role
on deal execution teams working on financial advisory
mandates in the asset management industry. These individuals
would also participate in sourcing, evaluating and executing
opportunities to put Grail’s equity capital to work in
investment and incubation activities in various financial
services-related businesses. This is a unique opportunity to
join a merchant banking boutique recently launched by
seasoned M&A advisors with a proven track record.
Two years of investment banking
or relevant investment management experience is preferred.
Qualified candidates must be capable of working both
independently and as part of a team. Candidates must possess
excellent written and verbal communication skills, strong
analytical and problem solving abilities, an understanding
of financial statements, and strong experience using
Microsoft Excel, Word, and PowerPoint.
For more information and to
apply for this position,
download full description.
Good luck!
P.S. Click for Wall St.
Training's upcoming week-long Advanced Financial Modeling &
Valuation bootcamp! Special Summer savings: 10% off regular
pricing!
www.wallst-training.com/bootcamp.html
Sincerely,
Wall St. Training
phone: 212-537-6631
Position Description:
Energy & Power Investment Banking
Analyst
Details
Full service Investment Banking subsidiary of Large
Commercial Bank has immediate need for Investment Banking
Analyst for Energy & Power Investment Banking Group. Very
small team, lots of responsibility, client interaction and
growth potential.
Duties and Responsibilities
Investment Banking Analysts are involved in all facets of
investment banking activities, participating as members of
teams engaged in projects such as company valuation,
strategic advisory, execution of equity and debt offerings,
and new business origination. Analysts will work directly
with senior investment bankers, continually receiving a
broad- based education in financial analysis, as well as a
broad-based exposure to all equity and debt products. The
specific responsibilities of the analyst may include:
financial analysis and modeling, company and industry
research, coordination of various processes involved in a
financing, sale or acquisition, and preparation of offering
memoranda, proposals, and other written materials for
meetings with clientele.
Job Qualifications:
Strong financial modeling
skills
Excellent academic record
Strong leadership and teamwork
skills
Superior work ethic
Successful completion of
finance or accounting course work
Strong MS Word, Excel and
PowerPoint
Excellent verbal and written
communication skills with the ability to express ideas in a
persuasive, confident, organized and articulate manner.
Job Location: Midtown, New York
City
Resumes to: analystib@gmail.com
Good luck!
P.S. Click for Wall St.
Training's upcoming week-long Advanced Financial Modeling &
Valuation bootcamp!
www.wallst-training.com/bootcamp.html
Job Title: Analyst, ALM
Job Description:
XL Life and Annuity (XLLA)is a
business unit of XL Capital Ltd., a global insurance,
reinsurance and financial risk specialist. XLLA
focuses its development on creating the asset/liability
management epertise and product design skills necessary to
effectively serve its institutional client base. XLLA
currently offers various Funding Agreement contracts to meet
client needs for investment efficiency, safety and
structure. This position is an Analytical role
focusing on Asset/Liability Management and the economic,
balance sheet and interest income dynamics of XLLA's
asset/liability portfolios. Prefparing periodic
asset/liability surveillance reports used for management,
rating agency, and regulatory purposes.
Responsibilities: Utilizing
fixed-income portfolio managemnt software and simulation
software to analyze the risk xensitivities of XLLA's
asset/liability portfolios. Preparing ad-hoc analyses
to support internal reviews of hedging, funding, investment,
and capital management strategies. Developing and
maintaining complex spreadsheets and databases.
Job Qualifications: Knowledge
of interest-rate risk measures, institutional investment
products, interest-rate derivatives, and/or fixed-income
assets a plus. Proficiency with MS-Excel/Access.
Experience with fixed-income portfolio software or
simulation software a plus. Progress towards either a
ASA or CFA designation preferred. A min. of 1-3 years
of related experience.
To Apply, Please Contact
Professor Lee @
slee2@luc.edu
-
The CME
offers free use of the Globex Learning Center (GLC)
every Wednesday from 6 a.m. to 4 p.m. The head of CME
education is Anthony Zaccaria. We may want to possibly
plan a future event for the group at Globex (A day at
the lab) and Anthony would be the man to contact. They
also offer education classes/seminars that people can
pay for. For in-depth course descriptions and pricing,
members can go to www.cme.com/edu. Additionally,
Wolverine Trading, LLC is recruiting for Fall 2006 and
Summer 2007 interns. The position requires a 3-4 month
commitment and pays a weekly salary of $400.00 with no
benefits. The position would be working on the trading
floors of various exchanges in Chicago assisting the
trading staff. Individual performance could lead to a
full-time, permanent position. Resumes can be emailed
to Internjobs.com. For more company information,
members can visit www.wolve.com.
I hope this information is of help. If you have any
questions, please do not hesitate to contact me.
Kind Regards,
Jonathan
-
My
group is currently looking to hire a business
student (preferably MBA) for a summer internship. I
dont really have a job description so to speak but
our two main business functions are:
-Business Valuations
-M&A advisory
The
intern would assist in both. They would do a lot of
financial modeling, assist in writing valuation
reports, possible some pitch presentations, it
really all depends on what type of projects we are
working on at the time.
I'm
not going to list off a bunch of things that he or
she should be able to do, but financial modeling in
excel is obviously a necessity.
The
position is guaranteed 20 hours a week but if the
workload permits and it should without a problem,
they can work 40. It is obviously a paid position.
The
internship has the possibility of turning into a
full-time position.
-
Deutsche Bank Associate Performance Measurement
Specialist Job Context Performance Measurement
Specialist for Asset Management . Please pass this along
to your friends and contacts. If you did not receive
this job posting directly and would like to be included
on Wall St. Training's Job Distribution List, please go
to
www.wallst-training.com and add your email
This
is a word-of-mouth, referral based list. ONLY QUALIFIED
candidates should apply/inquire. Abuse or non-compliance
will lead to immediate removal.
Position Description:
We have
a client (Deutsche Bank) who is looking to fill 3
positions. I'm looking for a consultant with the skills
below and thought you might be able to help with this.
These positions pay about $40-45/hr w-2. Let me know.
Thanks.
Functional Title: Associate Performance Measurement
Specialist Job Context Performance Measurement
Specialist for Asset Management Purpose and
Responsibilities - Daily performance review by product
- Produce monthly performance using various accounting
and performance systems
- Produce and review daily/monthly equity attribution
reports
- Produce ad hoc performance reports timely and
accurately
- Produce monthly portfolio characteristics
- Data load into GIPS composite system StatPro
- Demonstrated experience with performance measurement
calculations (minimum 3 years)
- Interface with portfolio managers, client services,
and operations.
- Strong communication and interpersonal skills
required.
- Must be technically proficient with Excel, and vendor
and internal mainframe applications.
- Priority on meeting deadlines and accuracy
- Should have a knowledge of equity attribution
- Works well within a team environment
- Willing to participate in projects
- Should know how to use Bloomberg, Lehman Point and RPU
- Familiarity with Daily Account Performance Measurement
- Familiarity with Attribution
AIMR - Association Inventory management and research
GIPS - Global Investment Performance Standards PPS -
Performance presentation standards (doesn't need all of
these)
Development Opportunities
The LEVEL of skills, abilities and knowledge that an
individual should possess to perform the essential
functions of the job.
Please be specific and quantify if possible.
1. Demonstrated experience with performance measurement
calculations (minimum 3 years)
2. Interface with portfolio managers, client services,
and operations.
3. Strong communication and interpersonal skills
required.
4. Must be technically proficient with Excel, and vendor
and internal mainframe applications.
5. Priority on meeting deadlines and accuracy
6. Should have a knowledge of equity attribution
7. Works well within a team environment
8. Willing to participate in projects
9. Should know how to use Bloomberg, Lehman Point or RPU
FOR
MORE INFO AND TO APPLY
Please read the description carefully.
Contact Information:
Cheryl DeSomma, Placement Manager
COMSYS
245 Fifth Ave., 3rd Floor
New York, NY 10016
Tel: 212-763-6999
Fax: 212-679-8455
www.comsys.com
Please mention Ed Grablevsky when contacting Cheryl.
Good
luck!
P.S.
Upcoming Event: Wall St. Training's Advanced Financial
Modeling & Valuation Boot Camp
www.wallst-training.com/bootcamp.html
Sincerely,
Hamilton Lin
Wall St. Training
-
Associate - Coverage Group
Hewitt Associates LLC / Corporate
Chicago
Contact Information:
Name: Jim Gasper
Title: Senior Recruiting Specialist
Phone:
Fax:
Email: jim.gasper@hewitt.com
Website:
Harris N.A. is an integrated financial service
organization providing personal, business, corporate and
institutional clients with banking, lending, investing
and financial management solutions. We are deeply
committed to a high performance culture; one that values
diversity, continuous learning, employee commitment and
community involvement. We seek bright, ambitious
individuals with a strong financial background that are
willing to accept responsibility and who will complete
assigned projects on a timely basis. The Associate will
have responsibility for providing high level financial
analysis, corporate finance idea generation, financial
modeling, business and industry research and pitch book
preparation in support of senior bankers on an
integrated corporate and investment banking client
coverage team. Focus on new business origination with
mid-corporate size clients in the Commercial and
Industrial sector. Knowledge of capital markets and
investment banking products and understanding/experience
with credit analysis required. Strong interpersonal
skills required for significant internal team and client
interaction. The right candidate will possess a minimum
of three years investment banking experience at
analyst/associate level, outstanding academic
achievement and peer recognition, demonstrated
quantitative skills, highly developed oral and written
communications skills, expertise in various financial
computer applications. An MBA is required We reward our
talented professionals with a base salary and
competitive compensation package, life, health, dental,
pension plan, 401(k) and an exceptional working
environment. To explore this opportunity to join Harris
Bank, visit our website and apply for position 8014 at
www.harrisbank.com
-
Analyst Investment Banking
Hewitt Associates LLC / Corporate
Chicago
Contact Information:
Name: Jim Gasper
Title: Senior Recruiting Specialist
Phone:
Fax:
Email: jim.gasper@hewitt.com
Website:
Harris N.A. is an integrated financial service
organization providing personal, business, corporate and
institutional clients with banking, lending, investing
and financial management solutions. We are deeply
committed to a high performance culture; one that values
diversity, continuous learning, employee commitment and
community involvement. Harris Nesbitt,
the U.S. based investment and corporate banking practice
of BMO Financial Group (NYSE: BMO), is an integrated
full-service mid-market investment bank. We offer
corporate and institutional clients a complete range of
financial services, including financial advisory and
capital raising services, mergers and acquisitions and
equity research, sales and trading
services. Harris Nesbitt's analysts work on a variety of
assignments. You will work in teams on multiple projects
in the Commercial & Industrial industries
simultaneously. As an analyst, your responsibilities
will include: • Analyzing financial and operating
information relating to companies and industries; •
Creating statistical exhibits examining financial
performance; • Building computer models to evaluate
projected financial results and value companies
Qualified candidates must possess the following: •
Undergraduate Degree (Accounting/Finance
Major) • Outstanding level of academic achievement with
strong analytical and writing skills; • Self-motivation
with a strong work ethic, attention to detail and
willingness to work long hours; • Creativity, insight
and resourcefulness; and • The ability to function
independently and as a part of a team. • One plus years
of Investment /Corporate Banking experience preferred We
reward our talented professionals with a base salary and
competitive compensation package, life, health, dental,
pension plan, 401(k) and an exceptional working
environment. To explore this opportunity to join Harris
Bank, visit our website and apply for position 8484 at
www.harrisbank.com
Hello:
I graduated
last year and wanted to pass along the same opportunity
to other exemplary students. Could you please pass this
along ( either listserv or newsletter) to anyone
interested? Thanks
Job
Title: Client Services –
International Client Account Manager
Employee Type: Full Time
Company: Celergo
LLC
Celergo is an international payroll provider, which
manages and consolidates clients' global payroll needs
utilizing proprietary Internet-based technology.
Celergo is a fast growing company in need of people who
are flexible, upbeat, motivated and interested in
international business. Currently, we are looking for
someone to implement and manage key customer
accounts. This position is a blend of accounting, HR,
finance and consulting. Some of the job responsibilities
will include:
- Manage the
implementation process, often working closely with
Celergo's international partners
- Serve as a single
point of contact for customer service, billing, and
fulfillment regarding client-impacting issues
- Explain country
specific payroll issues to clients
- Provide
perspective, input, and support to sales operations, and
billing departments on customer-related issues
- Explain payroll
(compensation, benefits etc) and its financial
implications to clients.
- Train clients
through web-ex demonstrations
- Assist with
internal projects such as preparing proposals, customer
presentations, and marketing efforts
- Review excel
documents with basic accounting knowledge.
- Interact and
communicate with international partners to clarify
country specific items.
- Travel to customer
location when required
The ideal candidate
will have the following characteristics:
Excellent relationship, presentation, writing
and verbal skills
The ability to solve problems in a logical and
efficient manner
Exceptional organizational skills which include
an ability to multitask and the ability to ensure all
tasks are done in an efficient manner
Proficiency in MS Office, specifically: Word,
PowerPoint, Outlook and most importantly Excel.
Four year college degree
Experience in a Client Services capacity with
some knowledge of payroll and/or basic accounting preferred
1 year work experience preferred, but bright
college students also apply.
Second language a plus
Contact:
For more info please contact Diana ( please send resume&
cover letter).
Email:
dlebiecki@celergo.com
Business Analyst
position available at Morgan Stanley / similar firm. Please
pass this along to your friends and contacts. If you did not
receive this job posting directly and would like to be
included on Wall St. Training's Job Distribution List,
please go to
www.wallst-training.com and add your email
This is a
word-of-mouth, referral based list. ONLY QUALIFIED
candidates should apply/inquire. Abuse or non-compliance
will lead to immediate removal.
Position Description:
Requirements:
* Minimum 2 to 4 years of business experience
* Bachelors Degree in Finance, Accounting or Mathematics
* Strong Excel skills. Programming ability a plus
* Excellent oral and written communication skills
* Strong Microsoft Word, Excel and Project skills
* HTML, VBA and other technical skills a plus
* Experience in managing projects and gathering business
requirements
* Prior financial services/accounting experience a plus, but
not essential
* Solid understanding of valuation methods (DCF, DDM and
Residual Income) and familiarity with financial modelling
* Ex-Big 5 consulting experience a plus
FOR MORE INFO AND TO APPLY
Please read the description carefully.
Contact Information:
Cheryl DeSomma, Placement Manager
COMSYS
245 Fifth Ave., 3rd Floor
New York, NY 10016
Tel: 212-763-6999
Fax: 212-679-8455
www.comsys.com
Please mention Ed Grablevsky when contacting Cheryl.
Good luck!
P.S. Click for Wall St.
Training's upcoming Summer Seminars schedule!
www.wallst-training.com/seminars.html
Sincerely,
Hamilton Lin
Wall St. Training
phone: 212-537-6631
I know a recruiter that hires
investment banking analysts for
Harris Bank.
I told him I would send him resumes of anyone interested.
Also, he said he would be open to posting future positions
on the site. Please send your resumes to:
abellag@gmail.com
Title:
Risk Analyst
Location:
Chicago, IL
Responsibilities:
Monitor client portfolios from a risk and margin
perspective. Escalate issues to senior management. Use
statistical analysis and quantitative research on historical
data time series to support margin and risk policy proposals
and exceptions. Perform margin and risk analysis on
current and prospective client portfolios. Analyze
Value-at-Risk and scenario analysis on various portfolios.
Generate sample risk and margin reporting for prospective
client presentations. Attend sales presentations, explain
risk and margin policy to prospective clients. Answer
queries from Client Services, Credit Risk Management and
Sales pertaining to leverage and risk policies.
Experience:
BS / BA in Finance, Economics, Math or quantitative
discipline Strong communication and interpersonal skills
Strong spreadsheet and data analysis skills. Knowledge
of the following would be a plus: Financial Markets Hedge
Fund Industry Valuation and risk analysis of cash and
derivative securities Trading strategies employed by hedge
funds or option market making professionals.
Computer Requirements:
Working knowledge of Microsoft Access and Excel
Compensation:
Depends on experience.
Please email me a copy of your resume if you would like to
be
considered for this opening.
Thank you,
Patrick Ryan
Brokerage Consultants Inc.
Pryan@brokerageconsultants.com / email
http://www.brokeragejobs.com/ Web site
"My former boss at New Trier
Merchant Partners, a merchant bank here in Chicago, asked me
if I knew anyone that would be interested in a summer
internship (unpaid). It is a great experience and
ultimately landed me my job at Houlihan. Their website is
newtrierpartners.com." The position has been
filled. Thank you.
This will be a good compliment to
the Merrill Lynch's simulation test. Please note that this
simulation encourages long-term performance, and is more
focused since it concentrates only in equities. There will
be a forum for everyone to discuss strategies, news,
specific stock etc... Enjoy and have fun.
http://www.marketocracy.com/P/ps/SignUpPage/club=FpMaHeFdEeCgBeKhMaKiAbDd
"Firm is seeking 12 talented
individuals to join our reputable Trader Development Program.
Based on the description of your Student Club/Organization, I
thought this opportunity might be of interest to you or to some
of your current or past members.
My company plans to start our next Trader Development Program in
mid-July. Therefore, current students who will graduate this
May, or who have already graduated, would be ideal candidates
for the program." Contact
Karen Day Human Resources Manager
gday@peak6.com
|
 Loyola University Chicago School of Business
Administration 1 E. Pearson Chicago, IL 60611-2196 Phone:
312.915.6112 Fax: 312.915.6118 | |
