Month: July 2016

Offseason Opportunities: Waller Perez

Waller Perez, Summer Intern with Ariel Investments
Perez, now a senior, is working in Chicago this summer.
“This summer I have acquired an internship with Ariel Investments. And fortunately, I was placed in Equity Research within the internship program.”
So why Ariel Investments?
“I chose this particular internship first, because it was in Chicago. Also, I believe it is going to give me an immense opportunity to learn about how to provide a recommendation in order to buy/sell a stock. Overall, I knew some of the skills I would learn could be applicable to other areas in finance likewise. I was able to secure this internship through networks within our basketball program and I am very thankful for this opportunity.”
And what he is looking forward to most about this internship?
“I look forward to learning financial modeling, and being able to fully understand the thought process of some of the strategies used to make a decision on whether to invest in a stock or not. I also look forward to hear about people’s experiences within the firm in order to learn and grow from them.”

Offseason Opportunities: Collin Barthel

Collin Barthel, Summer Analyst with Anthem Inc.

Barthel, an upcoming senior, is working in his hometown state of Indiana this summer.

“Over the new few months, I’ll be working as a Summer Analyst at Anthem Inc. in their Investment Management Group.”

So how did Barthel go about securing such a position?
“The way I approached trying to receive an opportunity like this was networking early in the year. My roommates/teammates and I were extremely proactive in doing our research and applying to internships that had strong upsides and ones we knew would help us in the future. This opportunity working in investments and learning about finance was the right fit for me.”
And what does he hope to gain?
“What I’m looking forward to the most is gaining a strong foundation in the finance industry and understanding what type of time commitment and work ethic is necessary in the world of investments and asset management.”

Offseason Opportunities: Ryan Shearmire

Ryan Shearmire, Intern with Lakeshore Food Advisors

Shearmire, a junior originally from West Linn, Oregon is sticking around Chicago this summer.

“This summer, I’m working as an Investment Banking Summer Analyst at Lakeshore Food Advisors, a boutique investment bank in Chicago that focuses on the food and agribusiness industry.”

So how come Shearmire choose this particular opportunity?
“I secured this internship by cold calling many, many investment banks. Most investment banks do not offer internships after sophomore year so I had to be proactive to receive an interview. I chose Lakeshore because I loved the small firm feel not only for its collegial atmosphere, but I feel I will learn the most at a leaner firm.”
And what is he most excited for?
“First and foremost I look forward to seeing if investment banking is right for me. But I’m also curious to learn not only the hard banking skills, but also the soft skills that I can use in any career in the future. Plus I love meeting new people and it will be nice to spend the summer in Chicago.”

Offseason Opportunities: Jake Fenlon

Jake Fenlon, Intern with Bank of America Merrill Lynch

Fenlon, now a senior, is heading home to Rochester, New York for a wealth management opportunity:

“This summer I am working in Wealth Management at Bank of America Merrill Lynch in Rochester, NY and I am incredibly excited to join the team.”

And how did Fenlon find this internship?

“Well, securing an internship for this summer involved cold-emailing as many firms as I could. This particular opportunity, however, arose in a funny way. A few member of my family were eating out at a restaurant and they happened to meet a financial advisor at Merrill Lynch. After a quick conversation the advisor gave them his business card, I reached out to him, and the rest is history. So it actually ended up being a much easier process than I had anticipated.”

So what is Fenlon hoping to gain from the experience?