FINANCE PROGRAMS
An overview of the finance programs/communities/associations I am involved in so far
FINANCE PROGRAMS / COMMUNITIES
My professional journey so far, and network
An immersive and interactive two-part educational experience for first-year students, with an introduction to careers in finance followed by a deep dive into our revenue-producing divisions. During this program, I was provided with career coaching, skill training, and interview preparation in the following divisions: asset management, consumer and wealth management, global investment research, global markets, and investment banking
In this externship program, I learned strategic consulting skills to analyze and evaluate challenges from non-profit organizations using consulting frameworks, in an overall effort to help them solve their important problems. I was paired with a specific non-profit organization and dived into its strategic problems, such as development, impact assessment, process improvements, talent engagement, communication, and strategic positioning. Throughout this externship program, professionals from PwC (PricewaterhouseCoopers) provided mentorship and coaching.
The WAVE career forum took place in New York on October 28th, 2022. The event is designed to support diversity initiatives already in place and help to broaden the funnel of women in the alternative investment industry. WAVE scholars were also provided with an enhanced peer network, playing a critical role in our career success. It was an honor to interact and learn from successful women and gain further insights into the industry as the next generation of women in alternative investment and finance.
As an EHP extern, I sourced and critically evaluate companies that fit EHP’s investment criteria to create a pipeline of potential deals for EHP to pursue. I also drove financial analysis for buy-side M&A deals in the plastic surgery industry and Conducted data analysis and data visualization to establish a market map of top acquisition candidates for EHP investment
DEVELOP WITH DEUTSCHE BANK
Sophomore program. The program began with an introduction to Deutsche Bank and divisional deep dive training sessions. We were provided with the opportunity to speak to and learn from senior colleagues and recent graduates through panels and breakout networking sessions. We were also being prepared for the recruitment process by getting resume, interview, and networking tips.
2023 INTERNATIONAL YOUTH LEADERSHIP FINANCE SUMMIT
The 2023 International Youth Leadership Finance Summit (IYLFS) will be held online from 13th-15th January, 2023. IYLFS is a student competition event hosted by the Master of Finance (MF) Program of the Shanghai Advanced Institute of Finance (SAIF) at Shanghai Jiao Tong University. IYLFS aims to provide an interactive learning platform for undergraduate students to cultivate their leadership, communication and organizational skills.
Girls Who Invest is a non-profit organization that aims to increase the number of women in portfolio management and executive leadership in the asset management industry. The online program starting February 2023, contains selected courses in accounting, financial reports, Excel, and financial modeling.
The National Investment Banking Competition offers students from across the world the opportunity to measure their skillset and be recognized by the professional community. Competitors are given the resources to develop and showcase their skills in financial analysis, modeling, and pitching, which are essential for careers in investment banking. I had the chance to compete alongside talented individuals.
PIMCO Future Leader
One of the most rewarding acheivements of the year 2023 was the PIMCO Future Leader Scholarship. The scholarship is a testimony of PIMCO to build the next generation of financial leaders. The scholarship is warded to candidates who have the potential to excel as leaders and exhibit PIMCO’s CORE values of collaboration, openness, responsibility and excellence.