Finance interview story APPENDIX.docx

Finance interview story APPENDIX.docx - Appendix Sample...

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Created by P. Ma 04/16 Appendix: Sample Final Result – 25 Stories to Tell! Story Type Step 1: Special Achievement Step 2: Key Details of Story Step 3: Skills Involved Personal Performing in a piano recital Started playing piano when I was 7 Practiced 10 hours a week for over 15 years Highlight was performing in this recital in front of over 1,000 people playing one of my favorite pieces Love playing piano, not comfortable performing in front of lots of people Wanted to achieve something and make my family proud Faced my fears, practiced extra hard in the weeks leading up to the recital – 4 hours a day on some days and sometimes focusing on just one short passage to make it perfect Achieved my goal of doing my best in front of all those people and my family and friends 1. Self-motivation 2. Ability to work hard 3. Goal-oriented 4. Attention to detail 5. Presentation skills Work Intern at a commercial bank Worked at a bank in the loan department Helped my manager make loan decisions Collected customer data like financial information, credit history, other personal information Answered questions from customers and helped them understand the process Used bank’s internal system to generate lending score and pricing information Made recommendations to manager; prepared supporting reports Over 2 month period, analyzed 10 loan requests ranging in size from $10K to $100K 6. Data analysis & management 7. Ability to learn quickly 8. Client relationships 9. Written communication skills 10. Quantitative skills Class Project/ Econometrics project Worked on a project team to run statistical analysis on why companies fail 11. Technical skills (SAS) 12. Data analysis & 1
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Created by P. Ma 04/16 Story Type Step 1: Special Achievement Step 2: Key Details of Story Step 3: Skills Involved Academic Tested over 20 variables in categories such as macroeconomic factors, industry factors and company specific financial data Learned to work with lots of data, figured out how to separate good data from outliers Worked well with team members who had different strengths and ideas Challenged my own assumptions of what would be the strongest factors management 13. Teamwork 14. Presentation skills 15. Critical thinking Volunteer Volunteer Income Tax advisor Wanted to do something to help the community around school and to get involved in something unique to me Volunteered to help lower income families to file their tax returns Helped 50 families get back over $12K in tax refunds Explained difficult concepts to people who didn’t have a good understanding of tax rules Gained client trust and asked the right questions to file accurate tax returns Helped other volunteers who were not as familiar with finance or accounting terminology 16. Quantitative skills 17. Leadership 18. Initiative 19. Collaboration 20. Verbal communication skills Club/ Org.
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