Sample Action Plan
for Investment Banking
Please note that this plan has been written as an illustration. You should check the application requirements of
the organisations to which you are applying, particularly their dates for accepting applications.
a. Visit the Careers Service to investigate the relevant resources, including the Target City and Finance
b. Subscribe to Finance sector information including sector briefings, details of events, careers programme
activities and job vacancies by registering through JobAlert.
c. Attend specialised City and Finance events, organised by employers and the Careers Service, in order
to build up your knowledge of their work and recruitment opportunities.
2. Career direction
a. Research the sector, the employers and the job roles.
b. If you have careers questions, discuss with one of our advisers at our Quick Query sessions at the
a. Reflect on your skills and work experience in preparation for writing a CV which can then be tailored
for specific applications.
b. Have your CV checked by an adviser at our Quick Query sessions.
c. Take or create further opportunities to develop skills and useful experience for your CV – keep a record
to enable you to cite examples.
d. Find out about the selection processes used by the Banks and consider how you will present yourself to
address their requirements.
a. Review connections with the City and Finance amongst your family, friends, school and
current/previous employers. Determine if they could provide you with useful information or advice.
b. Use the employer presentations, The Careers Group fairs and the Finance forum to build your network
a. First Year
i. Investigate Careers Resources and visit Careers Library.
King’s College London Careers Service is part of
The Careers Group, University of London
ii. Consider if you want to register with JobAlert for Finance information.
iii. Get involved in student and extra curricular activities - there is something for all tastes at the
King’s College London Student Union (KCLSU). This will help you make the most of
university life and give you skills and experience for your CV and later career.
iv. Research the sector, the employers and the job roles.
v. Create an outline CV which can be tailored for each of the applications you will need to make
for vacation work or graduate positions.
vi. Consider applying for Finance related work experience during the summer vacation.
b. Penultimate Year
i. Continue to research the sector, the employers and the job roles.
ii. Look for opportunities to develop your network of contacts.
iii. Attend Careers in the City course (book your place in the summer term of the first year)
iv. Register with JobAlert for the Finance sector briefing information.
v. Review the list of exhibitors participating in the Autumn Graduate Fair organised by The
vi. Plan attendance at other events in the autumn and spring terms.
vii. Investigate application dates for Summer Internships with the Banks. Closing dates are
viii Devise a fall back plan to get some Finance related or other useful work experience during the
summer in case you are unable to get an Internship with one of the Banks.
ix. Register with International Job Online if you are interested in opportunities overseas.
c. Final Year
i. Look for further opportunities to develop your network of contacts.
ii. Find out about selection processes and decide how you will present the skills, experience and
potential that you can offer.
iii. Give yourself sufficient time to write your applications and have them checked by a careers
adviser during Quick Query sessions.
iv. Prepare for interviews and assessment centres by booking a practice interview with one of our
John Childs, Careers Adviser, King’s College London – 04/07/08