abijette

Introduction

  • Casual greeting and introduction between two individuals.

  • Acknowledgment of delays due to a previous call.

  • Importance of networking and connections in the industry.

Background Information

  • One participant is from Nepal and currently studying finance at Pace University.

  • Moved to the US at age eleven and has internships in finance:

    • Royalty Pharma: Strategy and analytics internship focusing on a lupus drug forecast model.

    • Sell-side company: Worked primarily in M&A.

    • Credit Union: Experience with flowing financial tasks learned in high school.

  • Currently involved in "Girls Who Invest", a program focusing on alternative investments for women.

Education and Certifications

  • Pursuing investment foundation certification and courses from Wall Street Prep and UPenn Wharton online.

  • Commencing a six-month program with Girls Who Invest.

  • Graduating a semester early due to a unique high school program that allowed simultaneous college coursework.

  • Expected graduation: December 2026.

Career Goals and Interests

  • Aspiration to stay within finance, aiming for investment banking or private equity.

  • Interest sparked by family’s small business in Nepal, leading to a greater understanding of business mechanics.

  • Desire for a challenging and dynamic finance career; prefers the buy-side over the sell-side for its involvement in investment strategy and teamwork.

Insight on Finance Careers

  • Discussion of the differences between buy-side and sell-side roles.

  • Importance of understanding the cycle of recruiting in the finance industry, particularly

    • Recruiters hire heavily during summer (July, August) and after bonuses are paid (February, March).

    • Buy-side recruitment often reactive compared to proactive sell-side recruiting.

Networking Strategies

  • Emphasis on building a network to enhance job opportunities in finance, especially within competitive markets like New York.

  • Suggestions for staying connected through university events, public forums, and LinkedIn.

  • Benefit of personal connections and referrals to ease the job application process.

Advice and Conclusion

  • Positive reinforcement of the individual’s background and current pursuits.

  • Encouragement to maintain connections as graduation approaches.

  • Optimism regarding finding suitable positions in finance, indicating the importance of hard work and persistence.

  • Confirmed connection on LinkedIn, with open invitations for future networking.