UA to NYC

Cover Page
About This Site
IBer Profile
Living It
Process Overview
Preparation
Mentally
Budget
Timeline
Supplies
Research
List of Firms
Resume/Job Sites
Contact Process
Travel
While in NYC
Interview Process
Next Interviews
Job Offer
Wrapping It Up
Links
Appendix



Supplies for Job Search

1. Resume - This page discusses the resume and provides a Word 97 template resume.

2. Reference Sheet - The reference sheet lists your professional and personal references.
Download this Word 97 example for guidance in the format.

3. Cover Letter - This page discusses cover letters and provides Word 97 examples of initial and follow-up cover letters. Once you have a basic format for a cover letter, it will be much easier to generate custom cover letters.

4. Business Cards - Business cards are optional. They are unique for students to have while giving the interviewer or contact something by which to remember you. However, generally, interviewers fill out an evaluation on you immediately after an interview. If you do decide to get business cards, keep them simple with your name, mailing address, phone number, and e-mail address on a gray or white background cardstock. It also looks better if you splurge for professionally printed business cards from a local printing shop or copy center.

5. Standardized Test Scores - Sometimes investment banks will request that you send them official GMAT, SAT, or ACT score reports.

6. Transcript Copies - You will use your transcript during interviews. Sometimes investment banks will request that you send them one before setting up an interview. Copies of this transcript will be sufficient for most investment banks unless otherwise specified.

7. List of Personal Contacts - This is the list of people that you know who are in the field of investment banking (or your chosen field) or who know people in the field. Try to find phone numbers and addresses for your contacts. Contact them and explain your situation (e.g., "I would appreciate your help in getting advice or setting up interviews").

8. Contact Card Box System - See the discussion here for information about making your own system.

9. 3-Ring Binder - Use this binder to store copies of letters, replies, and contact notes in chronological order or grouped by firm in chronological order. You will find that five minutes of organization now will save you hours in a few months.

10. Hanging Folders - Hanging folders in a filing cabinet are good to use to store information about companies. Just put annual reports, web printouts, newspaper clippings, and letters from the investment bank in a labeled folder.

11. New York Street Map - B & B City Streets: New York City Map is the best map I have found. I still say it is the best map after having lived in New York. I found this map at Barnes & Nobles in Hoover (Birmingham; near the Galleria).

12. New York Subway Map - You can get FREE subway and bus maps from the New York MTA or you could buy the Gousha: New York City Subway Map at Barnes & Nobles in Hoover (Birmingham; near the Galleria). Difficult choice! The subway system is not really that difficult, but you would do yourself a favor if you reviewed the map before arriving in NYC.

13. Money - See the discussion of how much to budget for your New York trips.

14. Airline Tickets - Get tickets for as many one-week trips (Sun-Sat) as possible. See the discussion about the best times to go to New York (or the city that headquarters most of your favorite investment banks).

15. Fax Machine (optional) - Printing-One charges $3.50 for three pages and Kinko's charges $4.00. The alternative is to purchase a fax machine for about $240. However, looking at the bigger picture, you could take a small, plain paper fax machine with you to New York and save a lot of money there.

Your job search process necessitates sending out a lot of faxes once you arrive in New York. Fax charges in Manhattan are about $4-6 for three pages.

I received one as a gift so that has skewed my opinion :-)

16. Telephone - Get a telephone number with an answering machine and long distance capabilities.

Make sure that your answering machine message is professional, stating your number at least. Don't expect too many calls, though. You might receive two or three over the course of your whole job search. Remember that the job search process is very much driven by you.

You will be making quite a few long distance calls to New York, San Francisco, etc. You might want to check on the new long distance carriers, like 1010-636 and 1010-321, who are cheaper than normal carriers. Peruse your phone bill and select a carrier according to your typical contact call length. It can save you quite a bit when you are spending $70 per month on phone charges!

17. Computer - You will need access to a computer for printing resumes and cover letters and researching companies via the Internet. You will need word processor software, Internet access, and a printer. You're in luck, though, because the business lab has all three and more!

18. Small Typewriter (optional) - You might consider a small typewriter (about $80) if you like to work on cover letters late at night after the computer labs close or you want to avoid using Kinko's in Manhattan, which charges $12 per hour for computer use and 49 cents for each printed page. The Kinko's computers all have Internet access, though; something typewriters don't.  Smith-Corona and Brother both make good typewriters.

19. Interview Suit and Accessories - Select a conservative interview suit like dark blue (i.e. no gray suits, suspenders, or cuff-links).

YOUR FIRST TASK: SETTING UP AN E-MAIL ACCOUNT

Get an e-mail account for use with your job search. There are many free, web-based e-mail providers, such as hotmail.com, yahoo.com, etc. The main reason to use web-based e-mail is that it is accessible anywhere in the world. Another reason is that when you give someone an address at a global provider you are letting out less information about yourself, such as the fact that you are in school (not a problem for analyst programs, though).

Go to the e-mail provider's site and log-in as a new user. Pick an easy-to-remember address like jsmith@hotmail.com or JohnSmith@hotmail.com.

YOU DO NOT NEED A PERSONAL WEB SITE

You do not need a personal web site for the following reasons:

1. Difficult to build and maintain in a professional manner

2. Consumes valuable time

3. Must be maintained to reflect your current marketing mix

4. Hard to control the presentation effect

5. Not exceptionally useful to recruiters who are just screening to see who gets interviewed

You should also look at the reasons that I found most resume and job posting sites to be a waste of time for financial job seekers.



Copyright 1998-2000 by Jonathan Sides
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