虹姐讲美国金融市场结构和求职技巧. For internal use only. Please do not cite or distribute without permission

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1 虹姐讲美国金融市场结构和求职技巧

2 USCareerPass.com USCareerPass.com is a career consulting, professional training and job information-sharing platform founded by elite mentors from Goldman Sachs, Morgan Stanly, JPMorgan Chase, Blackstone, Man Group, State Street, McKinsey& Company, Bain and more from world Fortune 500 companies. VIP Long-term Coaching Bronze VIP: include 3 mentors and 12 session lectures Silver VIP: include all bronze VIP service and one lead mentor available 24x7 Gold Premium VIP: include all silver VIP services and general offer guarantee Platinum: include all gold VIP services and target company offer guarantee Single Services 1. Resume/cover letter enhancing 2. Mock interview 3. Career consultation 4.Networking skills 5. Internal referral 6. Specific skills training (SQL, SAS, R, PYTHON, JAVA, C++) Membership Free 30min career consultation with USCareerPass.com Mentor Free online job hunting skill training lectures

3 Agenda 1. Introduction Who I am What I write about What I do at work 2. Working in the U.S. U.S. Financial Market Structure Comparison with China 3. Job Searching in the U.S. 4. Q&A Contact Info

4 Section I Introduction

5 Who I Am Education: Renmin University of China, School of Finance DePaul University, Master of Science in Finance 9/2007 6/2009 DePaul University, Master of Science in Computational Finance 6/2009 6/2010 University of Chicago, Booth Graduate School of Business, MBA, graduated in 2016 CFA Charter-holder since 2013 Work Experience: Product Development Intern, Morningstar, 6/ /2008 Marketing Intern, Morningstar, 6/2009-6/2010 Trading/Operations Associates, Morningstar Investment Services, 6/2010-8/2011 Senior Investment Analyst, Morningstar Investment Management, 8/2011-present Other Experience: President, Chinese Finance Association of America 原创公众号 : 虹姐说 (hongjieshuo123) Linkedin 领英中国自媒体专栏作家, 知乎, 简书专栏 : 虹姐说

6 What I Write About 虹姐说求职 Resume, Cover Letter, Interview, Networking, Linkedin, Job Fair, Communication, Certifications and Degrees etc. 虹姐说金融 Equity Research Buy Side & Sell Side, Private Banking, Trading, Private Equity, Corporate Finance, Hedge Fund (upcoming), Investment Banking CFA 虹姐说文化 Culture Differences in the Workplace between the U.S. and China

7 What I Do at Work Morningstar, Inc.: A Global Investment Management, Research, and Data Organization Key Facts: Headquarters: Chicago Illinois Date of Incorporation: May 16, 1984 IPO Date: May 3, 2005 (Ticker: MORN) Number of employees worldwide (as of Sept 30, 2016): 4220 Website:

8 What I Do at Work Morningstar Investment Management

9 Section II Finance Market Structure in the U.S.

10 MARKET STRUCTURE: U.S. Sell-side vs Buy-side Investment Banking Mergers and Acquisitions Equity Capital Markets (IPOs) Debt Capital Markets (Bonds Issuance) Syndicated Lending Private Equity Hedge Fund Mutual Fund Prop Trading Venture Capital Wealth Management Sell-Side create, promote and sell securities Buy-Side buy securities and manage money

11 Market Structure: U.S. Industry Map Commercial Banking Industry Players (move $$$) Investment Banking and Capital Markets Investment Management Insurance Banking (deposit) Merger and Acquisition Mutual Fund Life Loans Equity Capital Market Hedge Fund Property & Casualty Credit and Payments Debt Capital Market Private Equity Health Syndicated Loan Prop Trading Venture Capital Wealth Management Industry Supporters (help players to move $$$) Professional Services Exchange/Clearing House Due Diligence/Audit/Consulting Brokerage Prime Broker/Discount Broker Derivative Brokerage IT Support/Data/Rating Financial Software Financial Data Index Provider Rating Agency

12 Market Structure: U.S. Industry Map Commercial Bank/Credit & Payment Industry Players (move $$$) Investment Banking and Capital Markets Investment Management Insurance Industry Supporters (help players to move $$$) Professional Services Exchange/Clearing House Due Diligence/Audit/Consulting Brokerage IT Support/Data/Rating

13 MARKET STRUCTURE: China Sell-side vs Buy-side 证券公司 ( 券商 ): 中信证券, 国泰君安, 招商证券, 申银万国 本土投资银行 : 中金, 中银国际, 瑞银证券 外资投资银行 :Goldman Sachs 高盛, Morgan Stanley 摩根斯坦利, Citigroup 花旗银行 股份制商业银行投行部 ( 债券发行 ) Sell-Side 证券承销, 财务顾问 证券公司 ( 证券自营业务, 证券资产管理业务 ) 公募基金投资部 保险公司资产管理 资产管理公司投资部门 私募股权基金 Buy-Side 资产管理

14 Firm Function Title Large banks usually have multiple lines of business E.g. JPMorgan has Investment Banking, Investment Management, Private Banking, Brokerage I am from JP Morgan I am an investment banker

15 Department Function Investment Banking Investment Management

16 Large banks usually have multiple lines of business E.g. JPMorgan has Investment Banking, Investment Management, Private Banking, Brokerage I am from JP Morgan I am an investment banker

17 Section III Job searching in the U.S.

18 Career Advice for Finance Major Students Follow the market Wall Street Journal/Seeking Alpha/The Economist/Business Week 华尔街见闻 / 雪球 Invest: get real world experience Understand the market structure: Network with professionals Apply for jobs CFA: Helpful but not necessary Most helpful: asset management (buy side: portfolio manager) Less helpful: Investment Banking, Consulting, Trading, Private Equity/Venture Capital, Hedge Fund Taking Level I could be helpful for career changers Quant skills: helpful but not necessary, depends on the job and your strength Soft skills: VERY IMPORTANT

19 Contact Information Contact Information: 程虹 Linkedin: Hong Cheng, CFA 公众号 : 虹姐说 (hongjieshuo123) 知乎专栏 : 虹姐说简书专栏 : 虹姐说

20 Contact Us WeChat: CareerPass 或搜 北美职通卡 Call: Website : Address: 200 Lincoln Street 203#, Boston MA 扫面下方二维码, 关注北美职通卡公众账号