Zusammenfassung der Ressource
GZ Prep 16/10/2018
- Resume
- Smart Woman Securities
- Company intro (mission, product, strategy), use
SWOT, analyse across time (stock price +
financials) against competitors, investment
recommendation, investment risks
- Interest in business - realise complexity.
Copy and paste P/E knowing lower is
good but not what it means
- Attended weekly seminar and handed in
deliverable in preparation for presentation
- Part of research team (chose technology as
theme) to put together 1-pager based on
info learnt in research presentation
- China Charm Consultants
- Assemble annual
report
- Deeper understanding of annual report + legal and financial work together
- Assemble company documents
- Research companies to prepare
reports
- SBLA
- Attend ICC training about inclusivity,
meeting other student leaders and going
to ICC meetings
- Arrange event with career centre, come up
with innovative solution to buying only
drinks, get additional contact for club
events
- Strength: Ability to take information available and act. Hands on
ability to get projects moving. Also for debate E-board push,
organising meet-ups with friends, moving class projects forward
- Room reservations needed to be made
before deadline
- Barclays Banking Case Competition
- Put together strategic merger between Tesla and Magna
- Interest in investment banking
- Ability to impact company - it's major source of
growth
- Access to management (in our case
bankers who gave us feedback)
- Process of seeing a deal come together - develop understanding of
how company functions, how this merger fits into their overall
strategy, impacts of this merger on revenue/cost/goals/growth
- Illuminating team work experience working with people
with more finance experience which helped me learn
about my strengths such as questioning and attention to
detail
- Teamwork
- Financing acquisition through 80% convertible debt and
20% equity to avoid dilution but achieve lower financing
costs
- Benefits
- Cost synergies
- Revenue synergies
- Achieve long-term strategic goals
- Debate
- Tournaments win
awards with partner
- Persuasion, critical thinking,
argumentation skills (explain
ROB, impact calc)
- Ability to withstand pressure (talk about structure,
receiving pairings and prepping for team)
- Critical thinking (explain nuances in T vs.
Performance, strategic preparation, strategically
choosing arguments)
- IPPF
- Going above and beyond (explain empathy + value to
team)
- NYU and Brewer partnership largest of its kind.
problem with CSALS with emphasis on finding
solutions
- Presidency
- Leadership (talk about understanding members,
ensuring tasks are complete, going after people for
tasks)
- Ethical dilemma (Logan, role as friend vs.
president, doing work vs. personal issues)
- Junior Achievement Company Program
- Conduct market research
- Use this to connect to CWS
- Ability to analyse data and adapt to
situation
- Romero Capital LLC
- Industry and company due diligence through SEC filings, management presentations, IBIS report
- Interest in companies. Looking at numbers in SEC
filing then doing research to put together story
behind company, how it has evolved through time,
strategy and effects, impact of management
decisions
- Research - Like this
process
- S&T - Like this process but want something much more
faster paced + more direct and tangible impact
- IB - Enjoy process but hope to have tangible impact.
- Build financial models with supporting schedule. Perform DCF and comparable company
analysis
- Putting together research presentation
- Stock Pitch
- Boeing
- China Merchants Ports Holding
- Five Below
- Story
- Interest in
FOREX
- Experience in Australia,
Hong Kong, and New York
- Why Company
- Why Division
- Why Position
- Academic studies in Philosophy and Finance
- Develop skills - argumentation, writing
- Complement finance e.g. George Soros, extract to
think from high level of what you're doing e.g. tunnel
vision
- Want to go beyond taking easy A
classes and make most out of degree
- Markets
- Best-Performing Sector
- Worse Performing Sector
- Technicals
- Sales and Trading
- Investment Banking