1. Investment Banking Cover Letter & Rsum Workshop Annie Deng Ekaterina Petrovitch January 11 th , 2008

2. Agenda

• Introduction

• Overview of recruiting process

• Preparing your application package

• • Rsum

• • Cover letter

• Examples of rsums and cover letters

3. Introduction

• Annie Deng

• Analyst

• Lazard, Beijing

• [email_address]

• Ekaterina Petrovitch

• Analyst

• Morgan Stanley, Toronto

• [email_address]

4. Overview of Recruiting Process

• Recruiting starts in early January

• Banks come to McGill and give information sessions

• • Attend every information session and speak to as many people as possible

• Interview process:

• • First round interviews are held in Bronfman, at the banks office in Montreal, or by telephone

• • Second round interviews are conducted in NYC/Toronto, typically as a Super Saturday

• • Offers are extended following successful second round interviews

5. Application Package

• Serves one function: to get you an interview

• Consists of

• • R sum (1 page)

• • Cover Letter (1 page)

• • Unofficial Transcript

• Read instructions carefully

6. Preparing your Application Package

• Read job descriptions very carefully and tailor your application to fit the descriptions

• • Check out the companys website

• Some qualities of a great analyst:

• • High degree of initiative and motivation

• • Strong quantitative & analytical skills

• • Attention to detail (perfect formatting, no errors, on time)

• • Quick learner

• • Results-driven

7. Rsum - Format

• ONE page only

• Standard font selection i.e. Times New Roman

• Divide into relevant sections

• • Education, Work Experience, Extracurricular, Skills, Interests

• No more than 3-4 bullets for each job/activity

• Keep tenses, dates, and other formatting consistent

• No spelling/grammar mistakes!

8. Rsum - Content

• Prioritize points you want to get across, such as summer internships and quantitative work experience

• As much as possible, what you write should relate to investment banking

• • Relate your experiences to skills/attributes they are seeking

• • Go back to the job description/analyst skills checklist

• Keep your statements concise, and quantify where possible.

• Use power verbs!

• Make sure you can talk about everything you write on your resume, including interests and hobbies

9. Cover Letter

• One page, 3 -5 paragraphs

• • Paragraph 1: Self introduction and why you want to apply for that particular bank

• • Paragraph 2-4: Talk about relevant work experience, extracurricular activities, awards and achievements

• • • Relate all these experiences to how it will help you in your role as an analyst, i.e. Captain of sports team = leadership skills, competitive spirit

• • • Show, dont tell

• • Paragraph 5: Summarize why you are a good candidate and your passion for the job; make a good closing

• Make a reference to the bank, i.e. conversations with an executive, etc.

10. Transcript

• Copy-paste from Minerva into a Word document

• Do not edit anything

11. Helpful Tips

• Have your r sum and cover letter read over by the Career Service and several other people

• • (Having an investment banker edit it would not be such a bad idea)

• Make sure there are NO typos. Even one typo is unacceptable

• Remove any extraneous and irrelevant info. Less is more

• Make your files into PDF format

12. Resources

• CC website http:// www.mcgill.ca/management/career/signin /

• • Your guide to r sum s, cover letters, and interviews

• • Access to Vault Guides

• CC office

• • Several books available, sample r sum s and cover letters

• List of power verbs

• http:// www.jobskills.info/resume_edge/power_verb.htm

• CC website http:// www.mcgill.ca/management/career/signin /

• • Your guide to r sum s, cover letters, and interviews

• • Access to Vault Guides

• CC office

• • Several books available, sample r sum s and cover letters

• List of power verbs

• http:// www.jobskills.info/resume_edge/power_verb.htm

13. Coming Up!

• Technical Interview Workshop January 18, 2008

• • Bronfman Room TBA

• • 1:00-2:00 (to be confirmed)

• • Check www.mcgillinvestmentclub.com for updates!

14. Questions?