Académique Documents
Professionnel Documents
Culture Documents
This Issue: Meeting Notes P. 2 Dates to Remember P. 3 Upcoming Events P. 4 Next Meeting P. 6 Company Profiles P. 7 Job Opportunities P. 9
Above: Bank of America Global Finance Operations Executive, Steven Monaco.
(From left to right) Oriana Boxer, Daniel Zamora, and Artem Volos.
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 Charlotte 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 Raffle, 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 firms that will be presenting will be Deloitte and Johnson & Johnson.
Dates to Remember
February 18
February 25
Spring Softball Social ALPFA FIU vs. Prudential For more details, please contact: Edward Delgado edelg011@fiu.edu
March 1
Finance Summit For more info. on how you can help, please contact: Natalia Marco nmarc007@fiu.edu
Upcoming Events
Upcoming Events
Next Meeting
Date:
Firm Presentations:
Location:
SIPA 125
Company Profiles
Global headquarters is located in New York City, New York. Member firm of the Big Four. The second largest professional services network in the world by revenue, providing audit, tax, consulting, enterprise risk and financial advisory services.
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 firms.
Company Profiles
Headquartered in New Brunswick, New Jersey. Component of the Dow Jones Industrial Average (NYSE: JNJ). A multi-national manufacturer of pharmaceutical, diagnostic, therapeutic, 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 countries and products sold in over 175 countries.
Job Opportunities
NextGen Leaders National Conference Deloitte is excited to announce our second annual NextGen Leaders National Conference for freshman that are interested in a career in professional services. Applicants must complete their freshman year by July 2012 and be available 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 professionals from different backgrounds and participate in fun and interactive leadership assessments. The Deloitte Sophomore Leadership Development Workshop for FIU students will be held on the afternoon of Friday, March 23rd in the Deloitte Miami office. The application deadline is Friday, March 9th. Apply through the CBA Career Link today!
Job Opportunities
Job Opportunities
Job Opportunities
Job Opportunities
Job Opportunities
Job Opportunities
Position Summary The Financial Professional Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals. After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial 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 existing insurance and investments products Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.
Essential Job Functions It is important that Financial Professional Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Professional Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the interest of the customer. The end result of the Financial Professional Associates work is to develop longterm relationships between us and the policyholder that will impact the personal welfare of many people. The Financial Professional Associates general duties include the responsibility to:
Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies. Propose insurance and investment products appropriate to the applicants needs and ability to pay. Make the necessary adjustments in the policyholders portfolio in light of changes in the policyholders needs. Although many transactions are handled by the Customer Service Office, an Financial Professional Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions. Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional Associate. Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies. Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates.
Customer Service Focused Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative) Self Confident and Autonomous Drive and Initiative Responsible and Committed Excellent Interpersonal Skills Good Business Communication Skills Ability to Problem Solve, and develop ideas Ability to use basic math skills to problem solve Good Critical Thinking High school diploma or GED qualification required
Insurance is issued by The Prudential Insurance Company of America and its affiliates. Securities are offered by Pruco Securities, LLC. Investment advisory services are offered through Prudential Financial Planning Services, a division of Pruco Securities, LLC. (member SIPC) Each is a Prudential Financial company located in Newark, NJ, and is solely responsible for its respective financial condition and contractual obligations. The Prudential Insurance Company of America, Newark, NJ and its affiliates are Equal Opportunity/Affirmative Action Employers. Prudential, the Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities. 0162084-00002-00 Ed. 2/2011
Job Opportunities
About JPMorgan Chase JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small-business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Business Area The firms Finance division provides an ideal opportunity to increase your understanding of global finance. Our Finance teams play an essential role in every aspect of their business, combining a well-developed performance measurement process with sophisticated economic capital measurement. The result is exceptional nancial discipline throughout the rm. As a member of our team, you will participate in a wide range of learning experiences and take the first steps toward building a dynamic career at the firm. Program Overview The Finance Analyst Development Program is a leadership program designed to attract, develop, and retain entry-level professionals who share our passion for instituting meaningful change and delivering powerful financial results for our firm. Analysts will support corporate and line of business functions, working closely with experienced professionals and making real contributions to business results. The broad spectrum of hands-on learning experiences offered throughout this two-year program 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, Investment Bank, Retail Financial Services and Treasury & Securities Services- or in a corporate function, such as Corporate Planning and Analysis, Treasury, Corporate Finance Analytics, Investor Relations, or Corporate Controllers. Positions in this program are available in the following locations: New York Metro area, includes Jersey City, NJ Columbus, OH Newark/Wilmington, DE Chicago, IL Roles and Responsibilities There are various opportunities available within the Finance Analyst Development Program: Reporting, Planning and Analysis: Internally report monthly or quarterly financial results, including presentations to senior management; analyze business reasons for results; forecast financial results for future periods; prepare future years budgets. Controllers: Request, consolidate, analyze, validate and report financial data while adhering to internal control standards; ensure overall integrity and validity of the financial statements and controls over the transaction cycle; work to enhance 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; develop operating models, procedures and standards; support and/or lead small and large scale business initiatives; support BAU (business as usual) activities. Risk: Analyze and report, internally and externally, composition of risks across the firm, including the preparation of periodic overviews for the firms Board of Directors, and daily, weekly and monthly risk and financial reports for the firm's senior management to monitor overall risk profiles.
Any Questions, Comments, or Concerns? Please feel free to contact the Executive Board: Kevin Zamora kzamo002@fiu.edu Yegor Nadvornyy write2yegor@yahoo.com Oriana Boxer Oriana.ocampo@gmail.com Natalia Marco nmarc007@fiu.edu Katrina Radzko kradz002@fiu.edu Anais Perez apere018@fiu.edu Arianna Monserrat amonserrat4541@gmail.com Daniel Ghanem danghanem@gmail.com Edward Delgado edelg011@fiu.edu Daniel Zamora dzamo002@fiu.edu
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