際際滷

際際滷Share a Scribd company logo

EnvisionCareers 2011 Jan Winter HK Career Trek Report

P
poyinlin

The document summarizes a 3-day career trek organized by EnvisionCareers to Hong Kong from January 5-7, 2011. The trek included company visits, presentations, and informal meetings with professionals from various financial industries including wealth management, investment banking, private equity, and hedge funds. Participants gained industry insights, career advice, and networking opportunities. The trek concluded with a happy hour where participants shared their experiences.

1 of 12
Download to read offline
EnvisionCareers Hong Kong Career Trek Report January 5-7, 2011
About EnvisionCareers We are a career coaching firm that offers career counseling, career seminars & events that help professionals accelerate their career progression We have an extensive network of professional contacts throughout key Asian hubs & industries who can provide industry insight & networking opportunities that are hard to find elsewhere We can give you a realistic assessment of where you stand vis--vis your peers and how you can improve your positioning in the market place We can increase your exposure and help expand your network
About HK Career Trek A 3-Day trip (January 5 - 7) consisted of company visits and informal coffee chats that provided great networking opportunities in the financial industry. Over 10+ top talents from the most elite firms in Hong Kong were our speakers and shared their experience with participants. Wealth Sales & Investment Industry Networking Management Trading Banking Insights Job Opportunities Alternative Management Equity Investment Consulting Research
Event Schedule 1/5 Wed 1/6 Thu 1/7 Fri 10:30am 12:00pm 11:00am-12:00pm 11:30am 12:30pm Company Visit: Merrill Company Visit: JP Morgan, Company Visit: Alp Invest Lynch Asset Mgmt Division Partners We had a great mix of Speaker: R.L. (ED, Wealth Speaker: C.M.(VP, Investor Speaker: J. S. (Principal) company visits and informal Mgmt)/B. K. (Product Advisory Services) Advisory, Wealth Mgmt) coffee chats where professionals from different 12:30pm 14:00pm 15:00pm 17:00pm 14:00pm-15:30pm industries share their Lunch Meeting: Company Visit: Coffee Chat: Speakers: A. Y. PeopleSearch Speaker: J. S. (Director, experience and answer (ED, Goldman Sachs, Asset Speakers: J.N ( Regional Paul Capital), F. C.(ED, questions from the Management Division) D. H. Consulting Director), Y.C. K., Oliver Wyman), participants. We also visited (ED, Goldman Sachs, Business Development Investment Banking Director PeopleSearch, a leading Division) headhunter firm, where 15:00pm 16:00pm 19:00pm 21:00pm 16:00pm-17:00pm participants received career Coffee Chat: J. Y Coffee Chat: Company Visit: advices based on their unique (Associate, Deutsche Bank, Speakers: P. T. (Associate, Oppenheimer situations Sales & Trading, Fixed Royal Bank of Scotland, Speakers: Steve Bernstein Income) Investment Banking (CEO) Division), Howard Peng (ED, Goldman Sachs, Principal Strategy) 19:00pm-21:00pm Happy Hour: Speaker: C. C. (Associate, Deutsche Bank, Sales and Trading Division)
Meeting Meetings Overview Overview Jan 5 10:30am 12:00pm Company Visit: Merrill Lynch Management Division/Speakers: R.L. (ED, Wealth Mgmt) and B. K. (Product Advisory, Wealth Mgmt) Meeting Overview: Robert has worked in Merrill for 10+ years. He shared with us the key criteria of a good private banker, the differences between the brokerage and banking system, and ways to break into the industry. We got a great presentation on various investment strategy that they typically recommend to their clients.
Meeting Overview Jan 5 12:30pm 14:00pm Lunch Meeting with two speakers from Goldman Sachs: A. Y. (ED, Asset Management Division) and D. H. (ED, Investment Banking Division) Meeting Overview: Great insight into various career paths within finance and what it takes to excel in investment banking division. Bottom line: passion is key, if you dont like investment, you will not survive the 15 hour work day.
Meeting Overview Jan 5 15:00pm 16:00pm Coffee Chat with J. Y.(Associate, Deutsche Bank, Sales of Fixed Income) Meeting Overview: In this session, our speaker shared with us the life of a sales in a bulge bracket firm. A lot of socializing with the clients and a lot of reading (even during weekends!) as you need to follow the market closely and are expected to know everything that could impact a clients investment. He also provided tips on how to ace an interview with a top bank.
Meeting Overview Jan 6 11:00am 12:30pm Company Visit : JP Morgan, Asset Mgmt Division/Speaker: C.M.(VP, Investor Advisory Services) Meeting Overview: We visited JP Morgans investment center in Central. Our speaker gave a detailed overview of JP Morgan Asset Mgmts Asia operation, company culture, her roles and responsibilities as an investor advisor, and the impact to the Asset Management practice after the financial crisis in 2008.
Meeting Overview Jan 7 11:30pm 12:30pm Company Visit: Alp Invest Partners/ Speaker: J. S. (Principal) Meeting Overview: Our speaker has worked in management consulting, investment banking, and now a global private equity firm. She gave an excellent overview on the different lifestyles of each industry and shared insights on what is it like working in a PE firm in Asia. In general, PE firms look for people who have financial modeling skills and understand the language and culture of the company they invest in.
Meeting Overview Jan 7 14:00pm 15:30pm Coffee Chat with J. S. (Director, Paul Capital) and F. C. (ED, Oliver Wyman Meeting Overview: We were grateful that our speaker, Managing Director of a PE firm, came to talk to us even though he only slept 2 hours the day before! He talked about the differences between investing in China and US/Europe and how to succeed in the financial industry. Another speaker provided great advice to career switcher who are looking to break into the financial industry.
Meeting Overview Jan 7 16:00pm 12:30pm Company Visit: Oppenheimer/Speaker: Steve Bernstein (CEO) Meeting Overview: We had the pleasure to meet with the CEO of Oppenheimer Asia and had a casual conversation. It was great exposure for all of us as the CEO does some of the recruiting himself and he printed out everyones resumes and reviewed them carefully in the meeting!
Meeting Overview Jan 7 19:00pm 21:00pm Happy Hour with C. C. (Associate, Deutsche Bank, Sales and Trading Division) R.Y (Associate, Deutsche Bank, Research Division) Event Overview: This is the last event of our career trek, everyone got together and exchanged thoughts on working in the financial industry in Hong Kong. Great networking opportunity over drinks!

More Related Content

EnvisionCareers 2011 Jan Winter HK Career Trek Report

  • 1. EnvisionCareers Hong Kong Career Trek Report January 5-7, 2011
  • 2. About EnvisionCareers We are a career coaching firm that offers career counseling, career seminars & events that help professionals accelerate their career progression We have an extensive network of professional contacts throughout key Asian hubs & industries who can provide industry insight & networking opportunities that are hard to find elsewhere We can give you a realistic assessment of where you stand vis--vis your peers and how you can improve your positioning in the market place We can increase your exposure and help expand your network
  • 3. About HK Career Trek A 3-Day trip (January 5 - 7) consisted of company visits and informal coffee chats that provided great networking opportunities in the financial industry. Over 10+ top talents from the most elite firms in Hong Kong were our speakers and shared their experience with participants. Wealth Sales & Investment Industry Networking Management Trading Banking Insights Job Opportunities Alternative Management Equity Investment Consulting Research
  • 4. Event Schedule 1/5 Wed 1/6 Thu 1/7 Fri 10:30am 12:00pm 11:00am-12:00pm 11:30am 12:30pm Company Visit: Merrill Company Visit: JP Morgan, Company Visit: Alp Invest Lynch Asset Mgmt Division Partners We had a great mix of Speaker: R.L. (ED, Wealth Speaker: C.M.(VP, Investor Speaker: J. S. (Principal) company visits and informal Mgmt)/B. K. (Product Advisory Services) Advisory, Wealth Mgmt) coffee chats where professionals from different 12:30pm 14:00pm 15:00pm 17:00pm 14:00pm-15:30pm industries share their Lunch Meeting: Company Visit: Coffee Chat: Speakers: A. Y. PeopleSearch Speaker: J. S. (Director, experience and answer (ED, Goldman Sachs, Asset Speakers: J.N ( Regional Paul Capital), F. C.(ED, questions from the Management Division) D. H. Consulting Director), Y.C. K., Oliver Wyman), participants. We also visited (ED, Goldman Sachs, Business Development Investment Banking Director PeopleSearch, a leading Division) headhunter firm, where 15:00pm 16:00pm 19:00pm 21:00pm 16:00pm-17:00pm participants received career Coffee Chat: J. Y Coffee Chat: Company Visit: advices based on their unique (Associate, Deutsche Bank, Speakers: P. T. (Associate, Oppenheimer situations Sales & Trading, Fixed Royal Bank of Scotland, Speakers: Steve Bernstein Income) Investment Banking (CEO) Division), Howard Peng (ED, Goldman Sachs, Principal Strategy) 19:00pm-21:00pm Happy Hour: Speaker: C. C. (Associate, Deutsche Bank, Sales and Trading Division)
  • 5. Meeting Meetings Overview Overview Jan 5 10:30am 12:00pm Company Visit: Merrill Lynch Management Division/Speakers: R.L. (ED, Wealth Mgmt) and B. K. (Product Advisory, Wealth Mgmt) Meeting Overview: Robert has worked in Merrill for 10+ years. He shared with us the key criteria of a good private banker, the differences between the brokerage and banking system, and ways to break into the industry. We got a great presentation on various investment strategy that they typically recommend to their clients.
  • 6. Meeting Overview Jan 5 12:30pm 14:00pm Lunch Meeting with two speakers from Goldman Sachs: A. Y. (ED, Asset Management Division) and D. H. (ED, Investment Banking Division) Meeting Overview: Great insight into various career paths within finance and what it takes to excel in investment banking division. Bottom line: passion is key, if you dont like investment, you will not survive the 15 hour work day.
  • 7. Meeting Overview Jan 5 15:00pm 16:00pm Coffee Chat with J. Y.(Associate, Deutsche Bank, Sales of Fixed Income) Meeting Overview: In this session, our speaker shared with us the life of a sales in a bulge bracket firm. A lot of socializing with the clients and a lot of reading (even during weekends!) as you need to follow the market closely and are expected to know everything that could impact a clients investment. He also provided tips on how to ace an interview with a top bank.
  • 8. Meeting Overview Jan 6 11:00am 12:30pm Company Visit : JP Morgan, Asset Mgmt Division/Speaker: C.M.(VP, Investor Advisory Services) Meeting Overview: We visited JP Morgans investment center in Central. Our speaker gave a detailed overview of JP Morgan Asset Mgmts Asia operation, company culture, her roles and responsibilities as an investor advisor, and the impact to the Asset Management practice after the financial crisis in 2008.
  • 9. Meeting Overview Jan 7 11:30pm 12:30pm Company Visit: Alp Invest Partners/ Speaker: J. S. (Principal) Meeting Overview: Our speaker has worked in management consulting, investment banking, and now a global private equity firm. She gave an excellent overview on the different lifestyles of each industry and shared insights on what is it like working in a PE firm in Asia. In general, PE firms look for people who have financial modeling skills and understand the language and culture of the company they invest in.
  • 10. Meeting Overview Jan 7 14:00pm 15:30pm Coffee Chat with J. S. (Director, Paul Capital) and F. C. (ED, Oliver Wyman Meeting Overview: We were grateful that our speaker, Managing Director of a PE firm, came to talk to us even though he only slept 2 hours the day before! He talked about the differences between investing in China and US/Europe and how to succeed in the financial industry. Another speaker provided great advice to career switcher who are looking to break into the financial industry.
  • 11. Meeting Overview Jan 7 16:00pm 12:30pm Company Visit: Oppenheimer/Speaker: Steve Bernstein (CEO) Meeting Overview: We had the pleasure to meet with the CEO of Oppenheimer Asia and had a casual conversation. It was great exposure for all of us as the CEO does some of the recruiting himself and he printed out everyones resumes and reviewed them carefully in the meeting!
  • 12. Meeting Overview Jan 7 19:00pm 21:00pm Happy Hour with C. C. (Associate, Deutsche Bank, Sales and Trading Division) R.Y (Associate, Deutsche Bank, Research Division) Event Overview: This is the last event of our career trek, everyone got together and exchanged thoughts on working in the financial industry in Hong Kong. Great networking opportunity over drinks!