Technology – Investment Banking Overview

Egyirba Walker-ArthurSenior Program Manager, Career Program

Purpose of the Technology Department at an Investment Bank

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The information technology division at an investment bank creates and applies global solutions that drive productivity and enable all the revenue generating businesses to meet their strategic goals.

Competitive Edge = $$$

Technology Roles within Investment Banks

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Application Development Analyst

Design, develop, code, test, debug & document applications

Translate requirements into technical specifications

Modify application codes Develop reporting capabilities Provide design recommendations

for unit & integration testing of applications

Create & test software application modules

Hardcore Programmer Zone!

Technology Roles within Investment Banks

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Business Systems Analyst

Identify, assess & record business needs Advise on options, risk & cost vs. benefit Research new and existing technology solutions Document & communicate requirements Translate documentation into test plans Ensure test plans are completed Execute unit testing & implementation of new application functionality Hold training sessions/demos Develop appropriate documentation

Technology Roles within Investment Banks

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Service Delivery Analyst

Perform production support for applications

or technology infrastructure (i.e. networks, servers, desktops)

Diagnose/resolve production problems Install/remove, configure & maintain

operating system workstations & servers Evaluate, implement & manage

software/hardware solution Ensure optimum system performance levels Create, manage & execute test plans/scripts Maintain template libraries & internal

project documentation

Program Requirements & Partner Firms

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• We are looking for students who :– Have completed courses in the following: C, C++, Visual Basic, JAVA,

SQL– Have a minimum 3.0 cumulative GPA– Preferred Majors include: Electrical and/or Computer Engineering,

Computer Science, Information Science etc. – Creative thinkers with excellent quantitative and analytical skills– Passionate about technology within financial services and are eager

to integrate technical solutions in a business environment– Strong leadership, interpersonal written/verbal communication skills– Open to sophomores, juniors and F-1 candidates

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Selling Points – Why IB Tech?• Develop a cross functional skill set!

• Great way to merge your business and technology interests.

• Use your understanding of how capital markets operate to help create new technologies.

• Opportunity to work in a fast-paced, constantly changing and dynamic environment!

• IB IT is NOT the place for anyone seeking a sedate life in the technology sector.

• Global markets are volatile creatures, new financial products are developed daily and investment flows change constantly. You will have to adapt to this constant changing environment!

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Selling Points – Why IB Tech?• Creativity & Innovation! Be at the forefront of network design.

• In IB Tech, there is a focus on keeping up to speed with how technology is being used to support and enable business, not just the technology itself.

• See your ideas materialize!

• In this environment, you become involved in all stages of a project: from inception through implementation.

• Generous compensation

• Analysts can earn up to $90K (incl. bonus)

• Work /life balance

• Average work day is 8:00AM – 7:30PM and no weekends

Intern Perspective: What attracted you to IB-Tech?

"I never saw myself going into business - it doesn't seem like a place for a programmer or engineer. SEO has given me the training and introduced me to the business world in a way that has helped me shine against the other interns at my firm both technically and in my interactions. I owe my success to SEO and feel blessed to have this opportunity."– Amilcar Javier, New York University/Stevens Institute of Technology, Technology – Investment Banking Class of 2011, Credit Suisse

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