alpfa newsletter spring 2012 no. 5

7/31/2019 ALPFA Newsletter Spring 2012 No. 5

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This Issue

ALPFA FIU Newsletter

ISSUE 05 February 10, 2012

FMAP Intern at Bank of America,Roberto Valdes.

(From left to right) Oriana Boxer,Daniel Zamora, and Artem Volos.

Bank of America representative

Heather Lasher.

Above: Bank of America Global Finance OperationsExecutive, Steven Monaco.

Meeng Notes P

Dates to Remember P

Upcoming Events PNext Meeng P

Company Proles P

Job Opportunies P


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Meeting Notes

The third general meeting of the Spring 2012 semester included a

great networking game to allow members to open up more with each

other. Afterwards, there was an informative presentation from Bank of

America. Steven Monaco and Heather Lasher came down from Char-

lotte to present to the students. They informed the members about the

Finance Management Associate Program (FMAP) which is a two year

associate development program. There are also plentiful opportunities

available to both Accounting and Finance majors.

Friday was also the last day to enter the Valentines Day Rae, as

well as the last day to pay for membership without losing the points

that have been accrued already.

The next general meeting will be on Friday, February 17. The rms

that will be presenting will be Deloitte and Johnson & Johnson.


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Dates to Remember

February 18

Community Service Event at the RonaldMcDonald Charity House

February 25

Spring Softball Social

ALPFA FIU vs. Prudential

For more details, please contact:

Edward Delgado

[email protected]

March 1

Finance Summit

For more info. on how you can help,

please contact:

Natalia Marco

[email protected]


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Upcoming Events


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Upcoming Events


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Next Meeting

Date:

February 17, 2012

Firm Presentations:

Accounting: Deloitte

Finance:Johnson & Johnson

Time:

Networking:5:30-6:00pm

Meeting:6:00-8:00pm

Location:

SIPA 125


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Company Profiles

Global headquarters is located in New York City,New York.

Member rm of the Big Four.

The second largestprofessional services network

in the world by rev

enue, providing audit, tax, consulting, enterprise riskandnancial

advisoryservices.

Ranks number 63 on Fortunes 100 Best Companies to Work For.

EOWA Employer of Choice for Women, 2010 (ninth year in a row).

Number of employees worldwide: 180,000+.

Operates through more than 150 independent rms.
http://en.wikipedia.org/wiki/Professional_services_networkshttp://en.wikipedia.org/wiki/Professional_services_networkshttp://en.wikipedia.org/wiki/Financial_advisoryhttp://en.wikipedia.org/wiki/Financial_advisoryhttp://en.wikipedia.org/wiki/Financial_advisoryhttp://en.wikipedia.org/wiki/Professional_services_networks


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Company Profiles

Headquartered inNew Brunswick, New Jersey.

Component of theDow Jones Industrial Average(NYSE:JNJ).

A multi-national manufacturer of pharmaceutical, diagnostic, thera

peutic, surgical, and biotechnology products.

Worlds Most Admired Companies, Fortune, 2011.

Employees Choice 50 Best Places to Work, Glassdoor, 2012.

Includes 250 subsidiary companies with operations in over 57 coun-

tries and products sold in over 175 countries.

$61+ billion in revenues under management.

Number of employees worldwide: 110,000+.


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Job Opportunities

NextGen Leaders National Conference

Deloitte is excited to announce our second annual NextGen Leaders Nationa

Conference for freshman that are interested in a career in professional ser-

vices. Applicants must complete their freshman year by July 2012 and be availa-

ble for travel to Deloitte University in Dallas, TX from July 22nd to July 25th,

2012. The NextGen Leaders Program is designed to get you ready to lead. With

extensive multi-

year training, internships, scholarships, and mentor guidance,we might even help you land the job of your dreams! In fact, all participants

will receive an all-expense paid trip to the conference and a $1000 scholarship!

You can submit an application through CBA Career Link today!Apply today as

the application deadline approaching on Tuesday, February 14th.

Sophomore Leadership Development Workshop

Apply to attend the Sophomore Leadership Development Workshop,

where youll learn about life in professional services, meet Deloitte profession-

als from dierent backgrounds and participate in fun and interactive leader-

ship assessments. The Deloitte Sophomore Leadership Development

Workshop for FIU students will be held on the afternoon of Friday, March

23rd in the Deloitte Miami oce. The application deadline is Friday, March

9th. Apply through the CBA Career Link today!


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Job Opportunities


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Job Opportunities


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Job Opportunities


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Job Opportunities


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Job Opportunities


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Job Opportunities (continued)


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Job Opportunities

Position Summary

The Financial Professional Associate posion is a sales posion with The Prudenal Insurance Company of America

selling insurance and nancial services. Financial Professional Associates parcipate in a comprehensive development

program, developing product knowledge, and selling experience while oering appropriate insurance and investment

products to help clients meet their nancial goals. Aer the training and development program, many will connue to

be nancial services generalists, assisng clients with a range of insurance and investment needs; others will go on to

develop a specialty, such as fee-based nancial planning, insurance for business needs, or estate planning needs.

Overall Duties and Responsibilities

Sell insurance and investment products

Solicit new customers through approved techniques and methods

Conserve exisng insurance and investments products

Service the insurance and investment needs of all owners of policies issued or oered by Prudenal Financial

companies.

Essential Job Functions

It is important that Financial Professional Associates be capable of mastering the complexies of the job, connually

learning new products, informaon, and approaches. As our representave, the Financial Professional Associate must

have a full understanding of all our products and be able to recommend to customers the appropriate soluons that

are in the interest of the customer. The end result of the Financial Professional Associates work is to develop long-

term relaonships between us and the policyholder that will impact the personal welfare of many people.

The Financial Professional Associates general dues include the responsibility to:

Prospect for clients, develop insurance and investment programs and make sales presentaons regularly for a

broad range of life and non-life insurance contracts and nancial products and services sold by Prudenal Finan-

cial companies.

Propose insurance and investment products appropriate to the applicants needs and ability to pay.

Make the necessary adjustments in the policyholders porolio in light of changes in the policyholders needs. Alt-

hough many transacons are handled by the Customer Service Oce, an Financial Professional Associate should

understand how to provide services, such as processing loans, surrenders, changes in beneciary, claims, policyopons, and the like, as well as being able to explain to customers the eect of these transacons.

Maintain in force the exisng insurance and investments products of clients, secure the reinstatement of insur-

ance that has lapsed, and perform all the dues incident to the care and conservaon of the business assigned by

Prudenal. This may apply to all policies, whether or not the insurance was originally sold by the Financial Profes-

sional Associate.

Maintain records of account, and render when required, on forms provided by Prudenal, a report of all business

transacted and complete accounng of all monies received on behalf of Prudenal Financial companies.

Conform to and abide by the procedures, rules and requirements of Prudenal Financial companies, of regulatory

bodies, and the state or states where the Financial Professional Associate operates.


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Required Skills, Knowledge and Experience

The Prudenal Insurance Company of America, one of the Prudenal Financial Companies, is looking for men and

women who are ready for a rewarding career opportunity selling insurance and nancial services products a career

commied to making an impact in the lives of the people we touch. Were seeking individuals with these aributes.

Customer Service Focused

Revenue Focused (Sales Inuence and Persuasion, Sales Resilience, Sales Iniave)

Self Condent and Autonomous

Drive and Iniave

Responsible and Commied

Excellent Interpersonal Skills

Good Business Communicaon Skills

Ability to Problem Solve, and develop ideas

Ability to use basic math skills to problem solve

Good Crical Thinking

High school diploma or GED qualicaon required

If interested, please email your resume to Jose Mormer:[email protected]

Insurance is issued by The Prudenal Insurance Company of America and its aliates. Securies are oered by Pruco

Securies, LLC. Investment advisory services are oered through Prudenal Financial Planning Services, a division of

Pruco Securies, LLC. (member SIPC) Each is a Prudenal Financial company located in Newark, NJ, and is solely re-

sponsible for its respecve nancial condion and contractual obligaons.

The Prudenal Insurance Company of America, Newark, NJ and its aliates are Equal Opportunity/Armave Acon

Employers. Prudenal, the Prudenal logo and the Rock symbol are service marks of Prudenal Financial, Inc. and its

related enes. 0162084-00002

-00 Ed. 2/2011


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Job Opportunities

About JPMorgan ChaseJPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations inmore than 60 countries. The firm is a leader in investment banking, financial services for consumers, small-business andcommercial banking, financial transaction processing, asset management and private equity. A component of the Dow JonesIndustrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds mostprominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Business AreaThe firms Finance division provides an ideal opportunity to increase your understanding of global finance. Our Financeteams play an essential role in every aspect of their business, combining a well-developed performance measurement pro-cess with sophisticated economic capital measurement. The result is exceptional financial discipline throughout the firm. Asa member of our team, you will participate in a wide range of learning experiences and take the first steps toward building adynamic career at the firm.

Program OverviewThe Finance Analyst Development Program is a leadership program designed to attract, develop, and retain entry-level pro-fessionals who share our passion for instituting meaningful change and delivering powerful financial results for our firm. Ana-lysts will support corporate and line of business functions, working closely with experienced professionals and making realcontributions to business results. The broad spectrum of hands-on learning experiences offered throughout this two-year pro-gram provides an ideal springboard for you to cultivate your skills and expand your knowledge of internal finance.

Analysts participate in rotations across the firms business lines Asset Management, Commercial Banking, InvestmentBank, Retail Financial Services and Treasury & Securities Services- or in a corporate function, such as Corporate Planningand Analysis, Treasury, Corporate Finance Analytics, Investor Relations, or Corporate Controllers. Positions in this programare available in the following locations:

New York Metro area, includes Jersey City, NJ

Columbus, OH

Newark/Wilmington, DE

Chicago, ILRoles and ResponsibilitiesThere are various opportunities available within the Finance Analyst Development Program:

Reporting, Planning and Analysis: Internally report monthly or quarterly financial results, including presentations tosenior management; analyze business reasons for results; forecast financial results for future periods; prepare futureyears budgets.

Controllers: Request, consolidate, analyze, validate and report financial data while adhering to internal control stand-ards; ensure overall integrity and validity of the financial statements and controls over the transaction cycle; work toenhance the efficiency and control of the financial reporting process; work on external filings and press releases.

Project Management: Assist in project documentation; perform PMO (project management office) functions; developoperating models, procedures and standards; support and/or lead small and large scale business initiatives; supportBAU (business as usual) activities.

Risk: Analyze and report, internally and externally, composition of risks across the firm, including the preparation of peri-odic overviews for the firms Board of Directors, and daily, weekly and monthly risk and financial reports for the firm'ssenior management to monitor overall risk profiles.


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Strategy and Business Development: Analyze client information, market data and competitor positioning for seniormanagement intelligence; work on project execution; conduct strategic analysis by leveraging business knowledge,

technical analysis, and modeling skills to provide incisive strategic insights.

Investor Relations: Assist in preparation of quarterly earnings documents, including the drafting of the press release andthe preparation of support documents; prepare presentations used by senior management at investor conferences;work with line of business finance teams to understand business drivers and help communicate the firms story.

Treasury / balance sheet: Work on managing the firm's liquidity and capital positions, establishing funds transfer pricingpolicy, analyzing the firm's line of business and consolidated earnings at risk, executing the firm's securitization pro-grams and managing the firm's relationships with rating agencies and fixed income investors.

Training and DevelopmentThe training program is designed to develop analytical talents, problem-solving skills, interpersonal and communication skills.It begins with two weeks of intensive training that includes a comprehensive overview of our firm and the finance division.Your training will focus on accounting and financial statement analysis, including other skills essential for success in your divi-sion. Throughout these informative two weeks, you will also meet senior finance managers, who will share their personal ex-periences at the firm and discuss our industrys immediate and future strategic challenges.

QualificationsWe seek highly motivated candidates, interested in a career in Finance. Other qualifications include:

Expected graduation date ranging from December 2011 to June 2012

GPA of 3.5 or above

Preferred majors include Finance, Accounting and MIS/CIS; however, all majors are considered

Excellent verbal and written communication skills and analytical skills

Basic understanding of financial statements, accounting procedures, internal and external reporting and variance analysis

Intermediate to advanced proficiency with MS Excel, Word, PowerPoint and Access

All candidates must have the eligibility to work permanently in the U.S.

For more information on how to apply, visitjpmorgan.com/careers.


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Any Questions, Comments, or Concerns?

Please feel free to contact the Executive Board:

Kevin Zamora

[email protected]

Yegor Nadvornyy

[email protected]

Oriana Boxer

[email protected]

Natalia Marco

[email protected]

Katrina Radzko

[email protected]

Anais Perez

[email protected]

Arianna Monserrat

[email protected]

Daniel Ghanem

[email protected]

Edward Delgado

[email protected]

Daniel Zamora

[email protected]

Stay Connecte

Like what you see? Want to

nd out how you can help

in the creation of theweekly newsletter?

Contact:

Daniel Ghanem

[email protected]

alpfa newsletter spring 2012 no. 5

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