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					  WELCOME!                         Co-sponsored
                                        by:

                                      The Equity
                                       Society
                  •    5 PM
             • 4th annual          The Clay Center
                                         at VSB
• INTERVIEWING ON WALL STREET
      PANEL PRESENTATION           University Career
                                    Services Office
              • ~~~~~
              •       6:30 PM      in collaboration
                                          with
      • EQUITY SOCIETY’S             the Villanova
                                    Financial Club
• FALL NETWORKING RECEPTION        (VU Alumni working on
                                        Wall Street)




    Thursday, September 13, 2007
    INTERVIEWING ON WALL STREET
              PANEL PRESENTATION


                     AGENDA
• Welcome - Brenda Stover, The Clay Center at VSB

• Introduction of Panel – Bill Donnell, Merrill Lynch /
  Villanova Financial Club

• Panel Presentations

• Q&A

• Introduction of Reception Employers –
  Brian Cotroneo, Equity Society Co-President
    INTERVIEWING ON WALL STREET
               PANEL PRESENTATION

• Bill Donnell (VU „77)
   Senior Vice President, Merrill Lynch Private Banking

• George Coleman (VU „78)
   Managing Director / Global Head Equity Sales , Credit Suisse

• Bill Parry (VU ‟82)
   Managing Director / Head of U.S. High Grade Credit Sales,
   Banc of America Securities

• Matthew Baldwin (VU „06)
   Global Markets Analyst, Banc of America Securities

• Mairaed McCarthy (VU ‟06)
   Investment Banking Analyst - Financial Institutions Group,
   Merrill Lynch
INTERVIEWING ON WALL STREET
      PANEL PRESENTATION




 George Coleman
            (VU ‟78)

Managing Director / Global Head
         Equity Sales

      Credit Suisse
CONFIDENTIAL


Villanova
How to Prepare for an Interview
September 2007




PRELIMINARY | SUBJECT TO FURTHER REVIEW AND EVALUATION
THESE MATERIALS MAY NOT BE USED OR RELIED UPON FOR ANY PURPOSE OTHER THAN AS SPECIFICALLY CONTEMPLATED BY A
WRITTEN AGREEMENT WITH CREDIT SUISSE.
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        At the Start
        You have 30 minutes. How is it broken
           down?

        Five core competency‟s


        Have a view and be prepared


        How to make a good impression



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        During the Interview
        Interviewer will try to break the ice 2-3 minutes
            Will look for something in common form
          resume
        Will spend the next 15-20 minutes on five core
         competency‟s
            Intellectual skills
            Interpersonal skills
            Motivation and work skills
            Problem solving skills
            Alignment with Credit Suisse‟s Values
                                                                                                                            6
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        At the End




        Will spend the last 3 -5 minutes giving
           candidate an opportunity to ask questions




                                                                                                                            7
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        Keep in Mind




        You really do not have 30 minutes because the
           interviewer needs to fill out the Evaluation Form
           and mentally prepare for the next candidate.




                                                                                                                             8
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        Analyst Evaluation Form
                                                                          Credit Suisse
                                                           Equity Sales & Trading Analyst Program
                                                                 Candidate Evaluation Form
                 SECTION I: GENERAL CANDIDATE INFORMATION
                 Candidate:                                                            School:
                 Interviewer:                                                          Interviewer‟s Department:
                 Academic Performance and Test Scores
                  Overall GPA ______
                  SAT scores _____________ (____Verbal, _____Math)
                  GMAT _____________ (____Quantitative , ____Verbal , ____Overall, ____Analytical Writing Assessment)
                  LSAT _____________
                  Other _____________



                 SECTION II: SELECTION CRITERIA
                 Scale: Evaluate candidate compared to other applicants and employees in the position.
                 [1] Superior or Exceptional – Superior evidence of these competencies.
                 [2] Very Good or Strong – Very strong evidence of these competencies.
                 [3] Good – Average evidence of these competencies.
                 [4] Marginal – Little evidence of these competencies.
                 [5] Very Poor – No evidence of these competencies.


                 Intellectual Skills (Intellectually Curious, Bright, Fast Thinker)                                          [1]   [2] [3] [4] [5]
                 Comments:


                 Interpersonal and Communication Skills (Engaging, Team Player, Articulate, Confident,
                                                        Creates Positive Relationships)                                      [1]   [2] [3] [4] [5]
                 Comments:


                 Motivation and Work Skills (Attention to Detail, Driven, Goal Oriented, Resourceful,
                                            Effective Under Pressure, Self Starter)                                          [1]   [2] [3] [4] [5]
                 Comments:


                 Problem Solving Skills (Analytical, Creative, Logical, Quantitative)                                        [1]   [2] [3] [4] [5]
                 Comments:


                 Alignment with Credit Suisse Culture (Client Service, Individuality, Entrepreneurship, Ethical, Informed and
                                              Interested in Financial Markets, Versatile)                                    [1]   [2] [3] [4] [5]
                 Comments:



                SECTION III: OVERALL EVALUATION AND RECOMMENDATION
                [1] Strongly Recommend                  [2] Recommend
                [3] Reservations                        [4] Do Not Hire
                Comments:

                Rank __________of ___________ (# of candidates interviewed today).

                I recommend this candidate be interviewed by:
                Areas to probe:
                 Check Those Firms Candidate is Currently Interviewing With
                 [ ]GS                   [ ]MS                                         [ ]ML                        [ ]Other
                 [ ]SSB                  [ ]LB                                         [ ]JPM/Chase                  ____________________
                 Return completed form to: Katie Papadonis EMA-10 or Fax 917-326-4438
                                                                                                                                                                                                       9
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        Keep in Mind




               Have a View & Be Prepared




                                                                                                                   10
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        Things to Have a View On
        Interest Rates
        Economy
        Employment
        Oil
        Inflation
        Geopolitical Situation
        Stocks that you think would be good
         investments
        Dollar
        Volatility

                                                                                                                        11
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        What Do These Date Have In Common?




                        10 - 5
                        11-2
                        12-7




                                                                                                                    12
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        You Can‟t Go Wrong if You Do This
        Read Wall Street Journal:

        Section “C”
            Abreast of the markets
            Heard on the street
            Credit markets
        I hear it is free!!!!!!!!!




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        Proper Decorum
        Actions Speak Louder Than Words
         Things to Do
            Introduce yourself
            SMILE
            Shake hands
            Maintain eye contact
            Be CONFIDENT!
         Things NOT to Do
            Do Not smoke
            Do Not chew gum
            Do Not look at the ground

                                                                                                                             14
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        Don‟t Just Survive, Thrive
        How to Successfully Sell Yourself
         Speaking Points
              Speak slowly
              Avoid all slang
              Avoid “um” and “like” as fillers in your sentences
              Speak confidently but NOT arrogantly
              Keep eye contact when speaking or listening
              Answer the question asked
              Be positive in all your answers
              Market yourself
              Don‟t be afraid to put it on the line - “I want this job and I will work as hard as it
               takes to get it”
         Body Language
            The rest of your body language can say just as much as your mouth
            Sit up, lean forward, be engaged
            Stand until the interviewer sits
                                                                                                                                                       15
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        Follow Through
        Closing the Interview
         Have questions ready for the interviewer
            Ask about the job, the Organization, and the Organization‟s
               culture
            DO NOT ASK ABOUT MONEY
         You‟re not done yet
            Stand up, thank the interviewer for their time, shake hands again
            Write a thank you letter as soon as you get home
               – Re-emphasize how nice it was to meet them and how much
                 you want the job
               – Be extremely polite, appropriate, and nice
               – Remind the interviewer of something you discussed or mention
                 a particularly enjoyable aspect of the conversation

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        How to Kill an Interview
        Things Interviewers Hate
         Being a “know-it-all”, over-aggressive, or overbearing

         Condemnation of past employers

         Bad handshake

         Being late

         Lack of manners

         Bad personal appearance

         Lack of confidence

         Lack of involvement in school or extracurricular activities

         Rambling answers

         Having no questions to ask

         Asking questions, just to ask questions

           Over-emphasis on money
         Lack of interest and enthusiasm

         Not knowing the job to which you are applying


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        CS does not provide any tax advice. Any tax statement herein regarding any US federal tax is not intended or
        written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties. Any such
        statement herein was written to support the marketing or promotion of the transaction(s) or matter(s) to which the
        statement relates. Each taxpayer should seek advice based on the taxpayer's particular circumstances from an
        independent tax advisor.
        These materials have been provided to you by Credit Suisse ("CS") in connection with an actual or potential mandate or engagement and
        may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with CS. In ad dition, these
        materials may not be disclosed, in whole or in part, or summarized or otherwise referred to except as agreed in writing by CS. The
        information used in preparing these materials was obtained from or through you or your representatives or from public sources. CS
        assumes no responsibility for independent verification of such information and has relied on such information being complete and accurate
        in all material respects. To the extent such information includes estimates and forecasts of future financial performance (including
        estimates of potential cost savings and synergies) prepared by or reviewed or discussed with the managements of your company and/or
        other potential transaction participants or obtained from public sources, we have assumed that such estimates and forecasts have been
        reasonably prepared on bases reflecting the best currently available estimates and judgments of such managements (or, with respect to
        estimates and forecasts obtained from public sources, represent reasonable estimates). These materials were designed for use by specific
        persons familiar with the business and the affairs of your company and CS assumes no obligation to update or otherwise revise these
        materials. Nothing contained herein should be construed as tax, accounting or legal advice. You (and each of your employees,
        representatives or other agents) may disclose to any and all persons, without limitation of any kind, the tax treatment and tax structure of
        the transactions contemplated by these materials and all materials of any kind (including opinions or other tax analyses) that are provided
        to you relating to such tax treatment and structure. For this purpose, the tax treatment of a transaction is the purported or claimed U.S.
        federal income tax treatment of the transaction and the tax structure of a transaction is any fact that may be relevant to un derstanding the
        purported or claimed U.S. federal income tax treatment of the transaction.

        CS has adopted policies and guidelines designed to preserve the independence of its research analysts. CS‟s policies prohibit employees
        from directly or indirectly offering a favorable research rating or specific price target, or offering to change a research rating or price target,
        as consideration for or an inducement to obtain business or other compensation. CS‟s policies prohibit research analysts from being
        compensated for their involvement in investment banking transactions.


                                                                                                                                                                                       18
  INTERVIEWING ON WALL STREET
         PANEL PRESENTATION




          Bill Parry
               (VU ‟82)

Managing Director / Head of U.S. High
           Grade Sales

       Banc of America
         Securities
 INTERVIEWING ON WALL STREET
       PANEL PRESENTATION




      Matt Baldwin
             (VU ‟06)

Analyst – Global Foreign Exchange

     Banc of America
       Securities
INTERVIEWING ON WALL STREET
      PANEL PRESENTATION




Mairaed McCarthy
            (VU ‟06)

 Investment Banking Analyst –
  Financial Institutions Group

      Merrill Lynch
 CAMPUS RESOURCES
                        (FREE!)
• Resume Writing / Interviewing Guidelines
   –Career Services Office (Corr 106) and careers.villanova.edu
   –The Clay Center at VSB (Bartley 1054)

• Personalized Appointments                 (CSO, Corr 106)
   –Schedule appointment or Walk-in (M-F, 1-3 PM)
   –Resume and Cover Letter Writing/Critique
   –Interview Strategies and Videotaped Practice Interviews
   –Job Search Strategies

• Parents, Professors, Friends, Relatives,
  Alumni
   –You Just Have to Ask
INTERVIEWING ON WALL STREET
       PANEL PRESENTATION



PowerPoint presentation & related
    materials will be posted
         as of Mon., 9/17/07 to
     http://www.business.villanova.edu
         (Click on “Undergraduate Programs”
                     and visit the
  “News & Events” section of The Clay Center at VSB)
INTERVIEWING ON WALL STREET
     PANEL PRESENTATION




Brian Cotroneo
          (VU „08)


       Co-President

   Equity Society
             EQUITY SOCIETY
     FALL NETWORKING RECEPTION

      PARTICIPATING EMPLOYERS...
•   Banc of America Securities    •   Lehman Brothers
•   Berkery Noyes & Co., LLC      •Merrill Lynch
•   Cohen & Company               •Morgan Stanley
•   Credit Suisse                 •SEI
•   Evergreen Investments         •Susquehanna International Group
    (Wachovia Corp.)              •The Investor Relations Group
•   FactSet Research Systems      •Wachovia Securities
•   Hennion & Walsh, Inc.         •Waddell & Reed
•   Janney Montgomery Scott LLC
•   JPMorgan Chase

				
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