Careers in Finance

Philip Marrone SMG Class of 2007, Concentration in Finance, Accounting & Entrepreneurship Job Positions: o CIT Group, Problem Loan Management (Restructuring), Associate, Jan Present  Manage portfolio of leverage loans in various states of distress  Negotiate with companies, bank group and advisors to determine best course of action for troubled companies o CIT Group, Healthcare Investment Banking, Analyst, Jul Jan  Mergers & acquisitions advisory for middle market healthcare companies  Leveraged loan underwriting and syndications Internship Positions: o Boardwalk Consulting – Junior Financial Consultant, Spring 2007 o Dynamia Interactive – Business Development, Summer 2006

Expand your career search o Understand that “Finance” is much broader than Investment Banking o There are many ways to reach your ultimate goal or dream job o Keep your options open Seek career advice from various resources o Be proactive and do not rely on resources to approach you o ABC: Always Be Closing – every introduction is an opportunity to market yourself o Know yourself and incorporate advice that feels appropriate to you Careers are not black and white o Instead of focusing on a job title – focus on attributes of a job or skill-sets you would like utilizing on a daily basis o Use job descriptions as a starting point to evaluate your fit with a particular position and then follow-up with individuals at the firm / in the field for a better picture of the day-to-day activities involved Your Career in Finance

Skill / Function Focused Career Search - Illustrative Example Growth Business expands revenue and earnings Proves concept / business model Attract the attention of outside investors There are can be many career paths which focus on similar job functions

InceptionGrowth Public Company Raise DebtConsultingAcquisitions Create a business idea Capital infusion to grow business Venture capital exit Entrepreneur Liquidity Raise public equity or sell to a private equity firm to grow Early Stage Late Stage Raise debt capital to grow Financial flexibility Strategic & Management Consulting Restructuring Career Types: Entrepreneur Angel Investors Career Types: Venture Capital Private Equity Investment Managers Entrepreneur Career Types: Private Equity Investment banking (“Equity Capital Mkts”) Sales & Trading Equity research Investment managers Wealth managers Career Types: Commercial Banks Corporate Banking Investment Banking (“Debt Capital Markets”) Ratings Agencies Sales & Trading Hedge / Debt Funds Fixed income research Career Types: Consulting firms Restructuring firms Special Situation advisors Illustrative Evolution of a Business

Select Financial Services Segments - Depth of Job Offerings Investment BankingHedge / Debt Funds Private Equity / Venture Capital Industry Coverage Product Group Capital Markets Sales & Trading Equity Research Compliance / Risk Value, Growth, Blend Long-only, Long/Short, Short- only Fundamental, Distressed, Macro, Event-Driven, Trading, Quant Growth Equity Large-Cap Fund Middle Market Control Equity Secondaries Co-Investing Front Office Client Pitching Valuation / Modeling Deal Execution o M&A o Leveraged Finance o Equity & Debt Solutions Investment Analysis Portfolio Management Trading Deal Origination Valuation Investment Analysis Modeling Portfolio Management Middle Office Portfolio Credit Analysis Pricing Counterparty Risk Ratings P&L Reporting Mark to Market Reporting Cash Management (treasury) Loan Operations Settlements CFO/COO Cash Management Marketing Legal Compliance Legal Entities Tax Structuring Investor Reporting Fund Valuation

Key Skills for Any Finance Job Growth Business expands revenue and earnings Proves concept / business model Attract the attention of outside investors