2014 SEO Career Sales & Trading Program Overview

1. S&T 2014 – Overview
Summary Stats
 22 Interns
 17 Universities Nationwide
 8 Partner Firms
 BofA-ML, Citi, GS, Jef, JPM, MS, RBC,
UBS
 Rotations in Both Sales & Trading:
Equities, Fixed Income, Derivatives
Foreign Exchange, Commodities,
Prime Services
 S&T Training Highlights
 Morning Market Talks
 FitchLearning Trading Simulations
 Trade Idea Presentations
 NYSE Trading Floor Visit

2. S&T 2013-14 Timeline
1STASSESSMENT DAY (Dec. 12th)
(Jan. 23rd)ASSESSMENT DAY (Jan. 23rd)
Oct
• Application Period Open
• Skype Screens Begin
Nov
• S&T First Deadline (Nov. 1st)
• In-Person Interviews Begin
Dec
• S&T Final Deadline (DEC. 15th)
1ST ASSESSMENT DAY (Wed, Dec 4th or 11th)
2nd ASSESSMENT DAY (Wed, Jan 22th or 29th)
• Interns Arrive for NYC Training
• Interns Begin Internship
• Interns Complete their Internship
May
Aug
(Jan. 23rd)ASSESSMENT DAY (Jan. 23rd)2-Weeks of SEO & ST Training (Late May)
Trading Simulations & NYSE Trading Floor Visit!

3. S&T Rotation Roles & Desks
Fixed Income,
Commodities,
Currencies
Equities
Structured Products
(Derivatives)
Sales Sales/Trader Trader Structurer Prime Svcs.
 Client Facing/Calls
 Sells Trader’s Ideas
 Sell Trade Ideas &
Execute the Trade
 Execute Trades
 Market Color
 Customize Trades
 Builds Models
 Service HF Clients
 Price/Lend Securities
Prime Brokerage
Corporate Rates Trading
EM Bond Sales/Trading
EM Credit Sales
EM Rates Trading
FX Corporate Sales
FX Risk Mgmt.
FX Sales & Trading
Int'l FX Sales
Mortgages Trading
Munis Sales/Trading
Cash Sales Trading
Cash Trading - Industry Coverage
Equities Sales Trading
Institutional Equity Sales
Retail Trading
CDO/SIV Trading
EM Equity Deriv. Trading
Delta One Trading
Prime Brokerage
Prime Services
Securities Lending
Transistion MgmtFX Options Trading
Int’l & Dom. Research Sales

4. Sales & Trading: Life on the Floor
Insert
Intern
MD
Analyst
D
VP
Intern Characteristics
Relationship
Management
-
Prepared/Researched
-
Polish/Presence
Passion for the
Markets
-
Proactive/Assertive
-
Salesmanship/
Quick Thinker

5. Communication:
Succinctly Update your Line
managers, HR/HCM,
mentors, etc. Ask for
Feedback & Opinions
Interpersonal:
Always positive, level
& flexible. Relate to
people (sports, tech,
music, whatever wks)
Judgment:
Be Assertive in
becoming relevant.
Adjust to your
Environment
Team Player:
Be Diligent and
Don’t make easy
mistakes. Identify &
create Add-Value wk
Network:
Ask for, schedule
and follow-up on
conversations with
professionals
Communication:
Succinctly Articulate your
opinion, findings & analysis
in an email and/or verbally
Technical:
Master Excel / PPT
& any Market
related programs
Quantitative:
Know key ratios /
formulas of your
product. Do the
math, %s, ratios
Analytical:
Understand your
product, market
trends and general
financial concepts
Judgment:
Filter the most
important points
to your team
from 2, 3 & 4
Training: Skills to Refine
1
2
4
5
3
HARD SKILLS SOFT SKILLS
a
b
d
e
c

6. TIPS FOR SUCCESS
1. Stay in the know
 Dissect corporate news, follow the markets, set-
up email alerts
– European debt crisis – Fiscal cliff – Unemployment
– FOMC announcements – Consumer confidence
– US & Global 10-year note yields – ISM
– Bellwether earnings announcements
– Other recent market news
2. Have an opinion
 What is your Opinion on business, market, and
company news
 How would you make money? TRADE IDEA
3. Get involved & step up to leadership roles
 Investment Club, Industry Association, Case
Competitions, Mock Portfolio
Market & Industry Knowledge

7.  SEO Orientation (Full Day)
 Introduction to the “SEO way”
 Meet the SEO Staff/Program Managers
 Peer Networking
 Seminars (AM or PM)
 Professional, Alumni & Peer Networking
 Learn more about our Partner Firms
 Receive invaluable advice
 Soft Skills (Full Day)
 Sharpen your Relationship Mgmt Skills
 Learn more about our Partner Firms
 Peer Networking
Week 1 – Monday & Tuesday
You
NYC SEO & ST Training
You
You
You
You

8.  Market Talks (Every AM)
 Prepare your own Macro & Micro
market summaries verbally
 Take a position on selected major
company and industry events
- Interactive Training
 Trading Simulations (Every Day)
 Feel the excitement of making a trade
 Fixed Income (Full Day)
 Characteristics of a Debt Security
 Monetary Policy (FOMC & ECB)
 Equities & Derivatives (Full Day)
 Characteristics of a Equity Security
 Market Structures, Exchanges, Indices
 Daily Interactive Exercises
 http://www.7citysimulations.com/portfolio-
index-st.html
NYC ST Training
Week 1 – Wednesday - Friday
You
You
You
You
You

9. S&T Advice & Resources
 Manage relationships
 Follow-up | Make Calls | Ask Informed Questions
 Follow current events around the world
 Have an opinion on the markets
 Have a stock pitch
 Use the below resources to get smart!