Investment Bankers and Financial Sales and Trading Agents

Technical skills are useful for the work that you'll do, but you will learn everything you need throughout your internship program. ASK QUESTIONS! I cannot stress this enough: ask questions during your internship, regardless of where you end up working at. What is extremely important is a positiv...

I earned $22 an hour + overtime. There was also a $3,000 relocation bonus.

Technical skills are useful for the work that you'll do, but you will learn everything you need throughout your internship program. ASK QUESTIONS! I cannot stress this enough: ask questions during your internship, regardless of where you end up working at. What is extremely important is a positiv...

get in 7:30, check to see if urgent emails from clients, read market events, see internal market related updates, do daily/weekly/monthly reports, prep presentation materials, handle audit requests, go to too many internal meetings, prep for meetings

Study current market events Know where us rates are at and have been, yield curve Know if there’s anything notable in intl rates Be able to speak about credit spreads and breakevens if possible Be ready for “fit” interviews and technical interviews. They’ll drill separately

I've been working at U.S. Bank for about 4 years now. I would say the work-life balance is very good. We have the ability to work from home if something happens and we need to be home. We have a summer work policy that allows people to work from home on Fridays if they choose, and it is also e...

The ability to learn fast, a positive attitude, and persistence. The first two years are difficult, because you are expected to build your own book of business from the ground up.

Your internship is like an extended interview. Be early to the office, in no rush to leave, well rested daily, positive attitude, willing to help on anything.

Listen in on client calls; help analysts with various projects, including running market approaches (comparable company and transaction methods), helping with pitch book presentations, and researching M&A activity in various tech sectors.

Be sharp on your technical questions and make sure you know why you want to do investment banking and what particularly interests you about technology investment banking.

This depends on the interviewer entirely. It's always good to keep up with what's going on in the news and know your resume inside and out. CS especially cares about fit and the culture overall is very friendly and open. Sometimes, the interviews have no technical questions at all, but sometimes ...

This can depend on the group that you are in and the firm that you end up working for. Typically, investment banking summer analysts have one week's worth of training at the start of their internship where the firm reviews financial concepts, Excel tips, and administrative matters. Next, you'll s...

I don’t know how other banks do it, but at Credit Suisse, I feel that the pay is really good. They provide to flights from your school to office and office to school by the end. They also give you ‘housing stipend’ that helps you pay the rent for your internship. Additionally, there are many ot...

Strike a balance between owning your work and knowing when to ask for help. It is impossible to offer more concrete advice on this, other than to say things will be moving at an extremely fast pace and you don't want to fall in the category of constantly asking your associate for help (thereby im...

I just completed the training program this week and most of it was understanding how to work in a large corporation. While working in investment banking you come across a lot of private information so much of the week was devoted to explaining compliance, security programs and penalties for insid...

Goldman Sachs is a technology focused company that continuously drives firm internal innovation. I was drawn in by the idea of a firm in the finance sector that approaches technology with open arms, and pushes the status quo.

Your internship is like an extended interview. Be early to the office, in no rush to leave, well rested daily, positive attitude, willing to help on anything.

I enjoyed my finance classes and was interested in learning about how the global banking system worked. Also, above-average compensation helped a lot.

The training program is very hands-on. You will regularly be involved on pitches and live deals that will hone your technical and soft skills. Being proactive and asking intelligent questions will be key to your development.

Listen in on client calls; help analysts with various projects, including running market approaches (comparable company and transaction methods), helping with pitch book presentations, and researching M&A activity in various tech sectors.

Be sharp on your technical questions and make sure you know why you want to do investment banking and what particularly interests you about technology investment banking.

Base salary at AGC Partners is $65K a year. A small holiday bonus comes around Christmas time and is usually a post-tax $3K, although historically only 1/2 of an analyst class will have lasted to that point. The rest of the bonus comes in the range of June through August, and is usually between $...

​Yes, or else I wouldn't be working there as an analyst. I feel they provide an exceptional learning program, they mentor you, and they support your career development (i.e., Private Equity and Venture Capital) to enable your success down the road. Just like the other established investment banks...

This depends on the interviewer entirely. It's always good to keep up with what's going on in the news and know your resume inside and out. CS especially cares about fit and the culture overall is very friendly and open. Sometimes, the interviews have no technical questions at all, but sometimes ...

You will have great opportunities to seek out a mentor and develop a rapport with them; you and your immediate manager will also be able to set short- and long-term goals for yourself, such as: processing a specific client request without team assistance after “x” number of days, learning a new s...

There are several qualities that JPMC will look for in the CIB Operations interview process. It’s important to note that this role doesn’t necessitate a finance, accounting, or economics degree. Prior to the interview you will most likely undergo some basic Microsoft Excel test—this is taken onli...

This is contingent on which team you will be working with. You should receive some information about what the team does prior to your interview. If it’s not clear what the team does or you have any additional questions, you can share them with your recruiter or ask the actual team members towards...

At the entry level, working in operations / back office will be fairly standard to what you may have experienced in previous jobs or internships: Monday through Friday, 8 or 9 AM to 5 or 6 PM. Some days will be slightly longer than others, and you may have the opportunity to work remotely from ho...

If you are possibly trying to get an interview with Fisher, I would suggest being very transparent with them and highlight what you have learned from both accomplishments and failures. It is very important to ask questions while being interviewed on site at Fisher, and they appreciate people bei...

I've been working at U.S. Bank for about 4 years now. I would say the work-life balance is very good. We have the ability to work from home if something happens and we need to be home. We have a summer work policy that allows people to work from home on Fridays if they choose, and it is also e...

Finance jobs at Deutsche Bank offer high salaries and great perks, making a career in this field very attractive to both young college graduates as well as experienced finance professionals. The Banking and Finance job market is very competitive. The skills you will need to demonstrate in order t...

Go into an interview knowing that DB is one of the largest banks on earth. They'll show you how to do everything else so don't let yourself become intimidated.

There are several qualities that JPMC will look for in the CIB Operations interview process. It’s important to note that this role doesn’t necessitate a finance, accounting, or economics degree. Prior to the interview you will most likely undergo some basic Microsoft Excel test—this is taken onli...

This is contingent on which team you will be working with. You should receive some information about what the team does prior to your interview. If it’s not clear what the team does or you have any additional questions, you can share them with your recruiter or ask the actual team members towards...

At the entry level, working in operations / back office will be fairly standard to what you may have experienced in previous jobs or internships: Monday through Friday, 8 or 9 AM to 5 or 6 PM. Some days will be slightly longer than others, and you may have the opportunity to work remotely from ho...

The training is extensive, but it prepares you and gives you all the tools you need to be an effective banker. I found the training quite valuable and only aids in providing you the anadvantage to succeed. There were corporate policices to adhere to and the off site training was beneficial in thi...

In general, there is a clear path to receiving an offer if you put your best foot forward and work hard at improving all summer. Interns are not expected to know everything from day 1, but are expected to give it their all and absorb the responsibilities that a full time analyst does. In general,...

This value can change drastically as I experienced. Regardless, the change is most likely good. The actual compensation depends on where you work. For example people working in NY/NJ will be paid "more" than those working in Dallas. Generally to offset taxes and cost of living. Besides your base ...

Goldman Sachs is a technology focused company that continuously drives firm internal innovation. I was drawn in by the idea of a firm in the finance sector that approaches technology with open arms, and pushes the status quo.

The credit analyst assesses the companies that the investment bank trades with to make recommendations to the Sales & Trading team on the size of the trades (and risk) the bank should take on each company they trade with. The credit analyst also uses their assessment of the financial stability of...

It does! Before you arrive, you’re paired with a buddy and manager. Your buddy is an analyst or associate who’s your cheerleader, confidant, and mentor. You can talk to him/her about anything. Your manager is someone you have weekly catch-ups with and who’s also there to support you throughout th...

Curiosity, persistence, and an excellent work ethic are three skills that would benefit him greatly. Curiosity helps me to think outside the box and tackle problems that others may avoid. Persistence keeps me going when I fail - I’d say I learn more when I’m wrong than when I am right. Last, work...

Listen in on client calls; help analysts with various projects, including running market approaches (comparable company and transaction methods), helping with pitch book presentations, and researching M&A activity in various tech sectors.

Your role helps a desk that is one part of Credit Suisse’s Investment Banking division. Your work helps the managing directors hopefully bring in more business.

Credit Suisse follows a very open policy and hence you would be encouraged to interact and ask for support to the upper management. We also had a mentor-mentee program where I was paired with a senior manager who acted as my mentor. You can discuss about your personal goals, interests as well as ...

I did not stay long enough in Credit Suisse to know the exact structure. You start as a Analyst and in India the analyst role is divided into 3 sub-levels. Climbing through these levels should not take many years once you start. The next post was Assistant Vice President (AVP) for which you need ...

This is a very subjective question and the answer depends on which team you have joined or will be joining. I was part of the Credit risk team at Credit Suisse which helped established daily exposure limits for traders. My work was critical in the sense that if I failed to come up with the right ...

Understanding of how markets work and a basic idea of institutional and retail investing. Communication skill and eager to learn from other professionals across different groups.

For an analyst role interview at Deutsche Bank you should highlight your qualities like attention to detail, analytical skills, quantitative skills, problem solving skills and multitasking skills. (be prepared with personal/academic/professional examples to back your qualities). You should be abl...

​Yes, or else I wouldn't be working there as an analyst. I feel they provide an exceptional learning program, they mentor you, and they support your career development (i.e., Private Equity and Venture Capital) to enable your success down the road. Just like the other established investment banks...

This depends on the interviewer entirely. It's always good to keep up with what's going on in the news and know your resume inside and out. CS especially cares about fit and the culture overall is very friendly and open. Sometimes, the interviews have no technical questions at all, but sometimes ...

You will have great opportunities to seek out a mentor and develop a rapport with them; you and your immediate manager will also be able to set short- and long-term goals for yourself, such as: processing a specific client request without team assistance after “x” number of days, learning a new s...

I was fortunate to intern with Citi in the summer of 2015. During my time as an intern, I had the opportunity to participate in an account entitlement project. One of Citi's institutional clients, Hewlett-Packard, was in the process of dividing into two separate companies. As you can imagine, thi...

The first week of the summer program is all training for new investment banking and merchant banking summer analysts at the office in Jersey City. These training sessions usually started around 7:00am and let out as late as 10:00pm. It includes a full Training The Street course on corporate valua...

For a technology analyst the interviewers are looking if the candidate has the basic technicals skills - Java, SQL etc. They are trying to find a good fit for the company, looking for the willing ness to work hard and ability to abide by the Barclays Values : R I S E S ( check the company website...

From what the teams have said, GS loves to hire full-time from the intern pool because the internship does a great job of preparing/training. Progression will most likely depend on your team but I have heard of progression to associate within a year or two or even VP.

Associates are typically hires from undergrad programs. Sr Associates are typically experienced and/or from MBA programs. The work and hours are very demanding but you learn a lot particularly about a specific industry since the research coverage is focused. You become very proficient at writing,...

There are a number of things - teamwork is huge at Goldman so try to highlight your ability to work as a team player wherever you can. Depending on your exact role, there will be various technical questions that for me pertained largely to things I had on my resume. If you have a prior internship...

I worked in GSAM's Fixed Income division so I can only truly speak to that experience. Different groups might run their programs differently and my statements represent only my own experience, I do not speak for the firm. As a summer analyst, I would spend most of my time working on rotational in...

Most generally, the role entails directly supporting a trader or a team of traders on the power and natural gas desk. Shell's trading floor is divided up by the energy product being traded, so there are crude oil traders, gas traders, and so on. I specifically worked on natural gas trades, primar...

You will have full ownership over your work. You will have supporting members on your desk, however generally your project is indeed your project. Most likely, your manager will give you a general round down of what he or she wants. It’s really important for you to get a sense of who your manager...

It’s a long day! Depending on your position within the firm, start time could be anywhere from 5am (trading) to 8:30am (banking / legal / compliance). You will spend a lot of time sitting at your desk working on projects on your desktop computer. “Catchups,” or coffee / lunch with other interns o...

This position is not an entry level position. Your work is finished when you've accomplished your goals. Don't ask about hours, benefits, compensation, and perks. All those questions are to be answered down the road when negotiations become more serious. Again, this position would very unlikely b...

As far as compensation goes this position is typically one of a base salary and incentive compensation. It is usually commensurate with your experience. There is no such thing as an entry level VP position.

What you should be able to highlight during an interview is a successful sales management track record. One that would demonstrate your ability to recruit and develop new and middle management associates who aspire to and have achieved higher levels of performance. In addition to the development ...

I enjoyed the community engagement projects we participated in. The pay was fair as well. I did not like how mid and upper management engaged as an exclusive club looking out for each other and promotions only happened amongst the group and other people struggled to get beyond the branch level in...

Suntrust gave very in-depth training into system processes, how to sell and management training for those interested in pursuing leadership roles. They provided plenty of training for people who were interested in it.

They work in the big business or mid market groups. They are kind of like an assistant for the Sales Consultants. They submit implementation requests, they create proposals, they go on calls with their consultant to discover needs and cross-sell. They answer smaller customer questions and services.

Simply speaking, a quantitative trading intern develops trading strategies. The job consists of using programming languages, mainly python, to analysis market data, visualize data, build trading model and develop trading strategies (a signal to tell the trading system to do some trades.) Akuna Ca...

Like most jobs, the days can be long. The lower level roles are very transactional. Someone coming in to these roles should be very comfortable with learning computer systems, basic math skills, and excellent customer experience skills. It’s all about doing the right thing for a client while havi...

Any quantitative project experiences, such as a quant model development experience as a intern, conducting academic research that involved some level of statistical analysis, mathematical modeling, or results from some competitions. Other than those, for Quant Trader, as the name suggests, unders...

When in college I spent one summer in the risk department of a commercial bank, and was conducting due diligence for the business loan portfolio. I was guided by an internal document that lined out the risk management framework. I was okay with intuitively understanding the rules but felt curious...

The work-life balance at Fidelity is incredible. I have never felt like I had to work more than an average workweek, and Fidelity really emphasizes social and physical health through resource groups, on-site gyms, cafeterias that subsidize healthy meals, a generous amount of PTO, and plenty of ot...

f you decide to apply for my role you should be prepared for a rigorous licensing process. The company does a great job of equipping you for the Series 7 and Series 63 exams, but the hard work is up to you! You need the licenses to perform the job, that is non negotiable. Bring your winning perso...

Preparing for an equity research intern position can be very different from preparing for an investment banking role. You can focus less so on the technicals when it comes to accounting and modeling and whatnot, but definitely be prepared with a few stock pitches (try not to pitch large companies...

Definitely highlight your interest in the market. How do you follow it daily? What are some of the ideas you have. What are some of your technical and analytical skills. That would cover the more trading side stuff. Other than that you want to show that you can think quickly on your feet and are ...

Training I am not fairly certain of. I only did the internship, but I do understand that the training is I believe a whole year where you are given funds and taught to trade. Your stop losses are very conservative and you are in many situations where you are learning rather than trading throughou...

An equity trading intern has several responsibilities. Each intern is paired with a mentor, for who they conduct equity research, work on projects in excel, and take care of any other tasks they may need for their trading. Interns also take part in a daily trading challenge. this involves familia...

At Raymond James, I actually worked 40-hour weeks typically from 8:30 in the morning to 5:30 in the evening. This can be very different from equity research internships at other firms, because Raymond James doesn't want to burn you out as an intern (this is not the case for investment banking int...

At Raymond James, I actually worked 40-hour weeks typically from 8:30 in the morning to 5:30 in the evening. This can be very different from equity research internships at other firms, because Raymond James doesn't want to burn you out as an intern (this is not the case for investment banking int...

Your role helps a desk that is one part of Credit Suisse’s Investment Banking division. Your work helps the managing directors hopefully bring in more business.

To succeed at Credit Suisse, a summer analyst needs to be able to pick up processes and knowledge quickly in order to produce work. At the same time, a summer analyst must be patient and content with not have work for large swaths of the day while also staying late most nights. Having good comput...

Definitely highlight your interest in the market. How do you follow it daily? What are some of the ideas you have. What are some of your technical and analytical skills. That would cover the more trading side stuff. Other than that you want to show that you can think quickly on your feet and are ...

Definitely highlight your interest in the market. How do you follow it daily? What are some of the ideas you have. What are some of your technical and analytical skills. That would cover the more trading side stuff. Other than that you want to show that you can think quickly on your feet and are ...

Training I am not fairly certain of. I only did the internship, but I do understand that the training is I believe a whole year where you are given funds and taught to trade. Your stop losses are very conservative and you are in many situations where you are learning rather than trading throughou...

An equity trading intern has several responsibilities. Each intern is paired with a mentor, for who they conduct equity research, work on projects in excel, and take care of any other tasks they may need for their trading. Interns also take part in a daily trading challenge. this involves familia...

Like most jobs, the days can be long. The lower level roles are very transactional. Someone coming in to these roles should be very comfortable with learning computer systems, basic math skills, and excellent customer experience skills. It’s all about doing the right thing for a client while havi...

An equity trading intern has several responsibilities. Each intern is paired with a mentor, for who they conduct equity research, work on projects in excel, and take care of any other tasks they may need for their trading. Interns also take part in a daily trading challenge. this involves familia...

Curiosity, persistence, and an excellent work ethic are three skills that would benefit him greatly. Curiosity helps me to think outside the box and tackle problems that others may avoid. Persistence keeps me going when I fail - I’d say I learn more when I’m wrong than when I am right. Last, work...

What motivated you to become a(n) Derivaties Analyst? - I was an economics major in undergrad and was looking to work in the banking industry to begin with, so banks like goldman, jpm, morgan stanley etc were exactly the kind of companies I was looking at. While I applied generally for an analyst...

Most generally, the role entails directly supporting a trader or a team of traders on the power and natural gas desk. Shell's trading floor is divided up by the energy product being traded, so there are crude oil traders, gas traders, and so on. I specifically worked on natural gas trades, primar...

In my time as a Commodities Summer Analyst, I worked with each of the desks (crude oil, nat gas, metals, power) on a project that would add value to their everyday functions, most of which included data analysis in Excel and broad research. I was also able to shadow the traders and salespeople to...

To get a full time offer one must progress throughout the internship. This means being interested in learning the ins and outs of Fisher Investments and incorporating that into their sale on the phone. Going out of the interns way asking for more opportunities to listen to tenured Account Executi...

First and for most to be successful one must be coachable to excel as an Account Executive. Having finance background is great but learning what makes Fisher Investments such an enticing option for high net worth individuals, takes time to fluidly explain over the phone. Being able to take comple...

No. Work like balance for an Account Executive is amazing. Like the majority of the jobs at Fisher Investments, once the employee clocks off there is no work to be done until being back in the office. Account Executives do all dialing and emailing from the office and are not allowed to take any w...

To succeed as an account executive you need two important skills - persuasion and organization. You must have the ability to ask the right questions in order to extract information and then be able to communicate to the prospect the benefit's of your platform over their current platform. You'll a...