Stifel Financial Corp.’s Post

Thrilling Internship Experience at BNY Mellon!✨ I'm excited to share my incredible journey as an intern at BNY Mellon! This internship provided me with invaluable exposure to the world of finance and a truly enriching corporate culture. Delving Deep into Fund Accounting 👩🎓 My internship focused on fund accounting, where I gained in-depth knowledge of how private equity, real estate, and hedge funds are valued and administered. I had the opportunity to: Work with diverse asset classes: I explored the intricacies of accounting for private equity investments, real estate holdings, and hedge fund strategies. This broadened my understanding of how different asset classes are valued and managed. Master the intricacies of fund accounting: I learned about commitment accounting, fee calculations, waterfall structures, and other essential aspects of fund accounting. This experience equipped me with a strong foundation in this critical financial domain. Apply theoretical knowledge to real-world scenarios: I wasn't just memorizing concepts! I had the chance to apply my learnings to real-world fund administration tasks, gaining a practical understanding of the industry. Beyond Finance: A Culture of Collaboration and Growth 👥 BNY Mellon fostered a phenomenal work environment that went beyond technical expertise. Here's what truly impressed me: Teamwork makes the dream work: Collaboration was at the heart of everything we did. I learned to work effectively in teams, leveraging each other's strengths to achieve common goals. The power of attentiveness and active listening: My colleagues instilled in me the importance of truly listening and understanding before responding. This skill proved crucial for effective communication and building strong relationships. Communication is key: I honed my communication skills, learning to articulate complex financial concepts clearly and concisely. A supportive and friendly atmosphere: The work culture at BNY Mellon was incredibly positive and encouraging. I felt comfortable asking questions, seeking help, and learning from my experienced colleagues. Looking Ahead: A Transformed Perspective This internship has been a transformative experience. I've gained a deeper understanding of the financial services industry, developed valuable technical skills, and learned the importance of teamwork, communication, and a positive work ethic. I'm incredibly grateful to BNY Mellon for this incredible opportunity. I'm excited to leverage this experience as I take the next step in my career journey! #BNYMellon #Internship #FundAccounting #Finance #CorporateCulture #LearningExperience #Grateful Feel free to connect with me in the comments below to discuss my experience or if you have any questions about the financial services industry!👧

⭐Starting off the year well⭐ Attending Goldman Sachs' Insight Day was just what I needed to really push me to upskill this year. As always, the professionals who had an expansive array of roles between them did a great job explaining what they do on a day-to-day basis, really delving into their journeys up to securing a role at the investment bank. My main takeaways were: - Learning more about what investment banks do and the part they play in Initial Public Offerings - Discovering that investment banks do not only deal with corporate customers, but also with wealthy individuals to help them with wealth management In the Q&A session, my main takeaway was to actually '[show your personality in your CV, not just your academics and work experiences]' as endeavours outside of university (such as having a side hustle or even owning a business) can speak about your competencies much more than grades and internships can! Thank you Tolu A. for this invaluable advice. I'd like to thank Goldman Sachs for all the knowledge shared, as well as upReach for providing me with the opportunity to attend this virtual insight day. As always, I thank God for helping me to grasp every opportunity I see and to keep growing.✨

Now that the 3rd week of my Charles Schwab Client Services internship is wrapping up 👩💼, I can hardly believe how much I’ve learned in such a short time. 📚 Kudos to the Aspiring Talent Academy (ATA)—led by the supremely talented John Sullivan—for integrating me into Schwab so quickly! 🤩 From Friday to Tuesday, I took calls from Schwab clients 📞, delighting them with passion, integrity, and relevant information. 🤝 Every time I: 🔐 Reset a password, 📱 Navigate a client to the correct tab, 👋 Transfer them to the proper department, or 🗣️ Build rapport with them, I ensure that Schwab can help them build a brighter financial future. 🌄 After all, the foundation of every financial services company is trust. 🏦 If clients don’t trust you to authenticate everyone who attempts to access their account 😠, they likely won’t pay you for financial advice. 😴 Additionally, I began studying for the Securities Industry Essentials (SIE) exam, my 1st step toward becoming a fully qualified broker. 💵 I’m grateful for Charles Schwab’s robust training program, which emphasizes real-world application and accountability. 🖥️ Finally, a very special thank you to the employees who guided me through my 3rd week: 🙏 Samuel Jackson: Thanks for all your fantastic suggestions during and after my calls – especially your tip about taking handwritten notes to fully comprehend the client’s situation. 🙏 Dalia Sabir: Thanks for letting me watch as you took calls! It was a great introduction to the immense impact that brokers have on Schwab clients. 🙏 Melissa Synowicki-Bruner: Thanks for leading the SIE certification program! Your emphasis on consistent, engaged learning empowers us to build solid career foundations. 🙏 Chelsey Sleator: Thanks for interviewing me about my LinkedIn activity! I’m thrilled that last week’s intern recap post engaged so many Schwab employees and bolstered its great brand. Stay tuned for next week’s intern update 📆 – and thank you for your authentic engagement! 😁 #Schwablife #OwnYourTomorrow #OneSchwab #Schwab4Good #Schwintern #ATA

“Keep your compass focused on where you're going. Think about what the long-term strategic goals are. Try to drown out the noise and take a long-term view with everything that you do.” – David Solomon, Chairman and CEO of Goldman Sachs #students #internships #career #mentoring #coaching #success #work

Feed your curiosity! I recently met our summer interns as they begin their careers. My main piece of advice is to be curious and take in as much as they can, even if it isn’t directly related to their new roles. Hear more in my video and let me know what advice you would share with our interns. #shareUBS #morethanourselves

These are the top 10 investment banks to work for👇 (According to GlassDoor employee satisfaction) 1. Goldman Sachs 2. Bank of America 3. JP Morgan 4. Barclays 5. Nomura Holdings 6. TD 7. Jefferies 8. Evercore 9. Guggenheim Partners 10. Centerview Partners As an ex-employee of Goldman Sachs, I can confirm, first hand that the ratings above seem accurate. These banks are highly competitive. Most receive more than 50k students applications a year. So make sure you have: → AAB (or better) at A levels → Internships from 1st year → Good commercial awareness → Standout cover letters and CVs → Strong valuation and financial modelling skills Remember, success is the sum of small efforts executed efficiently.

David Solomon, Chairman and CEO of Goldman Sachs, recently spoke to a class of over 2000 summer interns. Here is what he shared with them: "One of the things that really differentiates this firm is the way the whole organization strives to perform at a level of excellence. We hear from our clients consistently, "your people are better," "they work harder," and "they are more intense." These things matter. Very little happens in life without hard work, commitment, grit, determination, and resilience. Keep your compass forward on where you're going, think about what the long-term strategic goals are, try to drown out the noise, and take a long-term view with everything that you do." Hard work. Commitment. Grit. Determination. Resilience. This is what we focus on with clients constantly. You can have all the technical skills in the world, but what really separates the high performers from the average is the ability to tap into their mental toughness.

As my internship in the Asset Servicing Middle Office department at BNY comes to an end, I want to express my deep gratitude for all that the bank has done, not just for me, but for the entire intern class this summer. This experience has truly been unforgettable and has offered numerous incredible opportunities. I would like to extend my deepest gratitude to my manager, Eileen Meaney and the entire Middle Office team for their invaluable guidance and unwavering support throughout the internship. A special thank you to Ed Loftus for encouraging me to explore beyond my Line of Business, which allowed me to gain broader insights. I am also immensely grateful to Daniel Johnson, my peer mentor, whose guidance was instrumental in my development. Last but not least, I want to express my gratitude to Jonathan Park for guiding me as I pursue my CFA to further my career progression. The four of you have been key mentors during my time here, and I am truly thankful. Lastly, a heartfelt thank you to my fellow interns for making this summer an unforgettable experience! During this internship, I gained experience in several key areas: • Information Delivery: I analyzed how trade information flows through the middle office, noting the various checks that are in place to ensure accuracy and efficiency. • Onboarding Guide: I created an onboarding guide designed to assist future Asset Servicing Middle Office interns and new hires. This guide reflects my understanding of over 20 systems that are integral to the platform supporting our Middle Office operations. • Alteryx Overview/Demo: I developed an overview and demo of the Alteryx data analytics platform, showcasing how my team can leverage its potential benefits. These experiences have significantly deepened my knowledge of the banking industry and have prepared me to take the next steps in my career. Thank you for an incredible summer!

Just wrapped up JPMorgan Chase's Investment Banking virtual internship. In this simulation, I: - Identified ideal M&A targets based on strategic and financial criteria. - Constructed a DCF model, adjusting for a competitor bid and supply chain interruptions. - Created a write ups company profiles and auction process summary's. Excited to leverage these skills in real-world scenarios and continue my journey in investment banking! #InvestmentBanking #VirtualInternship #MergersAndAcquisitions #FinancialModeling #CareerGrowth

🌟 Exciting News! 🌟 Just wrapped up a fantastic virtual internship with JPMorgan Chase & Co. , where I delved into the world of Investment Banking through Forage's immersive Job Simulation. 🚀 Here's a glimpse of my key takeaways: 🎯 Identified an Ideal M&A Target: Leveraged strategic and financial criteria to pinpoint the perfect M&A target for a client. 💹 Constructed a DCF Model: Got hands-on with financial modeling, crafting a detailed Discounted Cash Flow (DCF) model to calculate the valuation of the chosen M&A target. Adjusted the model on-the-fly, considering factors like a competitor bid and supply chain interruptions. 📄 Crafted a Client 2-Pager: Summarized the essence of our findings in a crisp and insightful 2-pager for the client, complete with a company profile and a snapshot of the auction process. Thrilled to have gained practical insights into the intricacies of investment banking at one of the leading financial institutions. A huge shoutout to JPMorgan Chase & Co. and Forage for this incredible learning opportunity! #investmentbanking #skillimprovement #entrepreneurship #jpmorganchase #virtualinternship