John Dewey High School
Academy of Finance
Handbook
First Edition
Edited by
Marva Forsyth
Contributed to by
The Academy of Finance 2007 Senior Class
Cover by
Beisi Yuan
©Copyright pending 2007 by JDHS AOF
All rights reserved.
All inquiries should be addressed to:
Marvin Siegfried
50 Avenue X
Brooklyn, New York 11223
PRINTED IN THE SOCIAL STUDIES DEPARTMENT
Table of Contents
The Academy of Finance Internship Guide
Letter from Mr. Barry Fried, Principal
Letter from Mr. Marvin Siegfried, AOF Coordinator
I.
NAF.org
II.
Pre-Internship
1.
Paperwork
Practice Interview
III.
2.
3.
Internship: The Interview
Preparation
Possible Questions
Travel
More Paper Work
IV.
Companies
American International Group
Bank of New York
Bear Sterns
Citi
Deutsche Bank
Ernst and Young
The Federal Reserve of New York
Fitch Ratings
Lehman Brothers
Merrill Lynch
Moody's Investors Services
The Office of the Comptroller of Currency
Securities Industry Association
Citi Markets & Banking
5.
9.
11.
13.
14.
24.
26.
28.
29.
31.
33.
34.
35.
36.
37.
Post Internship
Recommendations and Thanks
6.
5.
6.
7.
8.
Senior Class of 2007
42.
43.
This first edition of our internship handbook is respectfully dedicated to all the victims
of September 11, 2001 and especially to Francesco Garfi. Frank was a graduate of the
Academy of Finance here at Dewey, class of 1990. After trying pharmacy, Frank
returned to finance and was working at Cantor Fitzgerald on that terrible day. Our
thoughts and prayers go out to him and his family.
www.NAF.org
The National Academy Foundation has on its website, a student internship toolkit, which this
handbook is meant to supplement, not replace. Before you read this handbook, you should access the
toolkit, which can be found at:
http://www.naf.org/internshiptoolkit/student/site/
It details everything about the internship experience, from what you need before your interview, to
what to do after the internship ends. You can cover all the basics there.
This handbook is meant to deal with the specifics of internships in New York City, which may be
different from internships elsewhere in the country.
Pre Internship:
Paperwork
Before you can go on your internship, you must go through a pre-internship interview with the NY
Director’s office. Before you can even do that, however, you must hand in all your paperwork to Mr.
Siegfried. This paperwork includes:




A copy of your Social Security card,
Your working papers (which can be obtained via the Main Office down stairs),
Your pre-internship form and, lastly,
Proof of citizenship, which can include birth certificate, green card, pass port etc.
It is best to start working on attaining these things as soon as possible especially if your SS card does
not allow you to work or your misplaced one of the before mentioned items. If you do not have a
Social Security card or you need to change it so that you are LEGALLY allowed to work in the US go
to the following site for more information:
http://www.ssa.gov/
This site gives detailed information about how to solve your Social Security card woes as well as
where you can go to get them taken care of.
Pre-Internship:
Practice Interview
Ok, once you’ve completed the before mentioned paper work, the next step is to move on to the preinternship interview with our beloved NY AOF Director and Assistant Director, Ms. Flannery and Ms.
McKenna. The following advice was provided by Siwen Liao and will briefly explain to you how to do
everything from scheduling the interview, to dress, as well as behavior. It is general information that
can be used for any interview.
Pre-Interview
1. Schedule the interview by making sure you get all the correct information from the interviewer.
This may include, but is not limited to, date, time, precise location, directions, telephone
number, spelling, and pronunciation of the interviewer’s last name and title. Call a day before
to confirm your appointment
2. Do a thorough research on the company you are going to work for. Information can be found
in websites, annual reports, newspapers, etc.
3. Make sure you look neat and well groomed. First impressions count the most.
Attire
Men:
Option 1: Wear a suit (either solid or pinstripe) in a dark color with a dress shirt and tie.
Option 2: Wear slacks with a white dress shirt and tie.
Sage advice: Best suit colors are dark blue, black, or dark gray. Wear socks that match your pants.
Do not wear excessive jewelry; a watch is appropriate. Remove any body piercing.
Women:
Wear a dark suit or pant suit, or a business-like dress with a jacket, or a skirt with a sweater set or
shirt.
Sage advice: Best suit colors are black, navy, or beige. Do not wear excessive jewelry. One small
pair of earrings and a watch are appropriate. Remove any body piercing.
Punctuality
It is disrespectful to be late for an interview. It is recommended that you make a practice trip to the
interview location to ensure you have the correct directions and travel time. Always allow extra time
for travel emergencies, at least 30 minutes. However, do not go to the reception desk more than 20
minutes ahead of your appointment time. Arriving too early is as bad as arriving late.
Ten Steps to a Successful Interview
1. Arrive early.
2. Read materials about the company before the interview and while you wait.
3. Have a resume ready for the interviewer, if needed.
4. Introduce yourself in a courteous manner.
5. Have a firm handshake (this is a very powerful medium).
6. Use body language whenever necessary; do not over abuse its usage.
7. Give nonverbal feedback to the interviewer.
8. Actively listen.
9. Thank the interviewer.
10. Write a thank you note to the interviewer; handwritten notes are acceptable.
End of Interview
1. Thank the interviewer for the opportunity to meet with him or her.
2. Ask for the interviewer’s business card.
Thank You Note
When you return home from your interview, feel free to call or email either Ms. Flannery or Ms.
McKenna, or any interviewer, with the following message:
Dear Mr. /Ms.
,
Thank you for taking the time to interview me on
learn about the work you do at
.
Again, thank you for your time and support.
Sincerely,
. I appreciated the opportunity to meet and
Internship:
Preparation
Getting ready for the actual interview is rather easy after you get through your interview with the NY
AOF Director’s office. A few days or so before your interview, make sure to take the time to put out
your suit and iron it. Why so far in advance you ask? The answer is simple: Putting your clothes out
before hand saves you a lot of stress and heartache. Could you imagine getting up the morning of
your interview and noticing that your best suit has buttons missing or a hole? Pretty horrifying isn’t it?
It is best to check your clothes to make sure they are not in need of repair or in a state of disrepair for
that matter.
It is also wise that, while you prepare your clothes, you prepare your mind by going to your company’s
website and doing a little research on the company- that is, if this manual does not provide you with
enough information. It’s always good to go into an interview with some knowledge. Not only does it
show your employer that you really are interested in the position but it also helps pass the time. On top
of that, it can make you look very intelligent.
Important things such as dress and behavior were covered in pages 4 and 5. Feel free to turn back to
those pages and review.
Internship:
Possible Questions
Ok, now that we have preparation, dress and behavior out of the way let’s move on to something a bit
more pressing: what will interviewers ask? The following is list of questions that your employer may
ask you during your interview. If you have the time, try practicing how to answer the questions.
Don’t, however, practice to the point where you memorize you answer. The whole point of seeing
these questions is so that you will be a bit more comfortable during your interview and be able to
organize your thoughts better.
Questions you should be prepared for








What are your greatest attributes and strengths?
What special skills/talents do you possess which would benefit the company for which you would
be working?
What subjects interest you the most? What subjects interest you the least and why?
In what extracurricular activities and volunteer activities do you participate? Why did you choose
these particular activities and what do you like about them?
What things about yourself would you like to change? Why?
If you were given an assignment you disliked or did not understand, what would you do?
What do you know about the company and our primary products/services?
Why are you interested in working for this company? How does this fit in with your career goals?
Once your part of the interview is over, feel free to ask the interviewer a few questions of your own:
Questions to ask the interviewer



What are the major responsibilities of this department (or area)?
What kind of training does the company provide for an entry-level position?
Can you discuss your career path and the steps you took to achieve your career goals?
Internship:
Travel
Traveling from your home or from Dewey to your job is relatively easy. Once your have the address of
your destination all you need to do is decide on one of two things: car or mass transit. For those of us
who are not lucky enough to have our parents drive us to work everyday there is:
http://hopstop.com/
Bookmark it, dedicate it to memory or write it on your arm because this site will be very useful to you
during the summer. When you visit the site, you can type in your address and your destination’s
address and it gives you detailed directions to where you want to go. It also allows you to customize
your travel rout by selecting options such as traveling by train only and setting up your travel situation
where you will have to do less walking.
For those of you who have a car or have someone who will drive you to work everyday, there is:
http://www.mapquest.com/
Aside from the obvious difference, this site provides you with, more or less, all you will need to know
to get to you destination safely.
You can also use both sites together. Use hopstop.com to get subway directions, and then use
mapquest.com to get a map of the area around your place of employment. That way you will know
which way to walk to work when leaving the subway.
Internship:
More Paper Work
Congratulations! You have just landed an Academy of Finance Internship! Now all you have left to do
is fill out some paper work your company will send to you a week or so after your interview. The
paper work is generally self-explanatory and includes things such as getting finger printed and a
background check. You parents should be able to help you out. However, if you do encounter any
problems, feel free to ask Mr. Siegfried for help- he has helped fill out so many he could probably help
you fill out the whole thing- or pick up the phone and call the company’s Human Resources
department for help.
One item we did want to touch on however was the issue with the tax papers. In your package, you
should get two tax forms: the federal withholding form, W-4 and the NYS Withholding form. Make
sure you read the instructions listed on top carefully because it tells you ways to avoid paying taxes
unnecessarily.
According to the instructions on the W-4 form, if you make under $3, 000 the government does not
take any Federal Tax from your check. This means that, if you work for minimum wage, you can bet
that it may be a bit hard for you to make $3, 000 in the six or so week internship the Academy gives
you so you can probably claim EXEMPT. However, if you get paid a significant amount of money
you might as well accept paying taxes and get a refund in the following year when you file a return. No
point risking owing the government money, right? In any case, we recommend checking with your
parents’ tax preparer or www.irs.gov.
As far as your NYS Withholding is concerned, if you are a student under the age of 25, you generally
do not have to pay state taxes either. This holds true no matter how much money you make. In this
case you will also have to claim EXEMPT. Again, check with your parents’ tax preparer or the NY
State website, www.tax.state.ny.us.
The one set of taxes you can never escape from is FICA- so don’t even consider it.
Companies
The following pages contain an alphabetical list and description of all the companies that Academy
students have worked with in the past. Although some information may have changed since the
previous year, you may find the information below to be very useful.
American International Group
American International Group Inc (AIG) is the global leader in insurance and financial services, which includes
general insurance, life and retirement services, financial services and asset management. This New York based
company has operations in over 130 countries and is the fourth largest company in the world. Academy
students worked in the following departments: AIG Litigation Management/ Human Resources, Corporate
Legal/ e Commerce and Corporate Legal/ State Relations.
Intern Notes:
If you work at AIG, you are required, unless informed otherwise, to check in every morning at 72 Wall
Street before work with one of three AIG advisors. Take the elevator to the 11th floor and look for the
department for new hires. Another important thing to note is that the AIG ID you receive grants you
access to any AIG building or building that has an AIG department. Interns are given an hour for lunch
but do no receive any compensation for overtime.
Department: AIG Litigation Management/ Human Resources
Address: 80 Pine Street
Travel: 2 or 3 train to Wall Street; M train to Broad Street (3 block walk required)
Job Description:
-Work is generally from 9 am to 5 pm.
-No previous knowledge of the business world is required.
-Important skills to have included: the ability to work in a team; adapt to new
environments; good listening skills.
-General responsibilities include: filing (appraisals and forms), shredding dealing with
confidential files and making delivers to other AIG departments.
-Daily completion of all tasks is a must.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-72 Wall Street has a cafe on the 7th floor.
-South Seaport is three blocks away from Wall Street: great opportunity for food and shopping.
Department: Corporate Legal/ eCommerce
Address: 70 Pine Street 34th Floor, NY, NY 10270
Travel: 2 or 3 to Williams Street; 4 or 5 train to Wall Street; J, M or Z train to Broad Street; A or C
train to Broadway Nassau
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: familiarity with Microsoft Office.
-General responsibilities include: filing, making copies, organizing and inter-office deliveries.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-72 Wall Street has a cafe on the 7th floor.
-Cosi Restaurant: next door.
-South Seaport is three blocks away from Wall Street: great opportunity for food and shopping.
-Many food vendors in the area.
-The cafeteria: great food, low prices, and great place to meet with coworkers.
________________________________________________________________________
Department: Corporate Legal/ State Relations
Address: 70 Pine Street 6th Floor, NY, NY 10270
Travel: 2 or 3 to Williams Street; 4 or 5 train to Wall Street; J, M or Z train to Broad Street; A or C
train to Broadway Nassau
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: good typing and organizational skill, Microsoft Office
(basic knowledge).
-General responsibilities include: filing, making copies, organizing and inter-office deliveries.
-Dress varies according to department but business casual is generally accepted.
Food and Attractions
-72 Wall Street has a cafe on the 7th floor.
-Cosi Restaurant: next door.
-South Seaport is three blocks away from Wall Street: great opportunity for food and shopping.
-Many food vendors in the area
-The cafeteria: great food, low prices, and great place to meet with coworkers.
Words of Wisdom:
"Don't be afraid to ask questions!
Everyone is there to help, and
They’ll welcome you with open arms."
- Stella Milnes
Bank of New York
The Bank of New York mainly deals with securities, treasury and investment management. This institution
plays an important role stimulating the market globally by allowing institutions and individuals to move and
manage their financial assets around the world. In short, the Bank of New York helps their clients succeed in the
world’s evolving financial markets. Academy students worked in the following departments: Accounts
Receivable/ Accruals, Asia/ Europe Division, Accounts Receivable/ Global Billing.
Intern Notes:
If you work at BONY and you are under the age of 18, you will not be allowed to earn overtime.
Department: Accounts Receivable/ Accruals
Address: 2 Hanson Place 9th Floor Brooklyn, NY 11217 (inside Atlantic Terminal Mall)
Travel: B41, B45, B63, B65, LIRR, Q, B, D, N, R, M, 2, 3, 4 or 5 trains to Atlantic-Pacific
Job Description:
-Work is generally from 9 am to 5 pm.
-Generally relaxed and comfortable environment.
-Important skills to have include: accounting (basic knowledge); good listening and
telephone skills; great attention to detail.
-General responsibilities include: printing reports, faxing, making copies, writing credit
and debit tickets to companies.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Atlantic Mall: Cold Stones, McDonalds, Starbucks, Houlihans, Pizza Hut Express, Daffy’s,
Avenue, Mandee, DSW, Game Stop, Target, Pathmark, Men’s Warehouse, Children’s Place, Bath
and Body Works, Victoria Secret, Old Navy, Marshalls, Circuit City and Burlington Coat Factory.
________________________________________________________________________
Department: Asia/ Europe Division
Address: One Wall Street 9th Floor NY, NY 10286
Travel: 2, 3, 4 or 5 to Wall Street; R or W to Rector Street
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: strong typing skills, Microsoft Office (basic knowledge).
-General responsibilities include: filing, faxing, inter-office deliveries.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The bank has its own deli in the basement: food is relatively cheap compared to nearby stores.
-Subways (behind the bank)
- McDonalds is two blocks up Broadway and Burger King is a block away from there.
-Pizza shop near the NAF office.
- Several Starbucks in the area.
-Many street peddlers selling: bagels, sandwiches, gyros etc.
-Century 21
-SoHo.
-South Street Seaport.
________________________________________________________________________
Department: Billing Administrator
Address: 2 Hanson Place Brooklyn, NY 11217 (inside Atlantic Terminal Mall)
Travel: B41, B45, B63, B65, LIRR, Q, B, D, N, R, M, 2, 3, 4 or 5 trains to Atlantic-Pacific
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: Microsoft Excel (intermediate knowledge).
-General responsibilities include: assigning jobs to individuals using a computer database;
assisting co workers with assignments.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Atlantic Mall: Cold Stones, McDonalds, Starbucks, Houlihans, Pizza Hut Express, Daffy’s,
Avenue, Mandee, DSW, Game Stop, Target, Pathmark, Men’s Warehouse, Children’s Place, Bath
and Body Works, Victoria Secret, Old Navy, Marshalls, Circuit City and Burlington Coat Factory.
________________________________________________________________________
Department: Accounts Receivable/ Global Billing
Address: 2 Hanson Place 9th Floor Brooklyn, NY 11217 (inside Atlantic Terminal Mall)
Travel: B41, B45, B63, B65, LIRR, Q, B, D, N, R, M, 2, 3, 4 or 5 trains to Atlantic-Pacific
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: great attention to detail, Microsoft Excel.
-General responsibilities include: dealing with client’s and bank’s accounts, processing
checks: much of the work will be done using programs created especially for the bank.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Atlantic Mall: Cold Stones, McDonalds, Starbucks, Houlihans, Pizza Hut Express, Daffy’s,
Avenue, Mandee, DSW, Game Stop, Target, Pathmark, Men’s Warehouse, Children’s Place, Bath and
Body Works, Victoria Secret, Old Navy, Marshalls, Circuit City and Burlington Coat Factory.
Bear Sterns Securities Corp.
Bear Stearns Securities Corp. is currently among the largest global investment band and securities trading and
brokerage firms in the world. The company provides services to corporations, institutions, governments and
individuals worldwide. Academy students worked in the following departments: Client Services.
Department: Client Services
Address: One Metrotech Center North 6th Floor Brooklyn, NY 11201
Travel: A, C, or F to Jay Street; M or R to Lawrence Street
Job Description:
-Work is generally from 9 am to 5 pm.
-Workers must conduct themselves in a professional manner at all times.
-Important skills to have include: Microsoft Word.
-General responsibilities include: making copies, working with confidential files: much of
the work will be done using programs created especially for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Café on the 5th floor: great deals on food.
-Fulton Mall is a few blocks away.
Words of Wisdom:
“You are there to learn, they don’t expect you to know everything about the company. You should take
advantage and learn from them. When they assign you work to do and when you are finished you
shouldn’t just sit there and wait for them to give you work. You should consistently go to them and ask
for more work because that proves that you are working and trying to gain experience.”
-Yen Lau
CITI
Citi Inc. is one of the largest and most profitable financial service institutions in the world. The company is
divided into three major business groups- Global Consumer, Corporate and Investment Banking, and Global
Wealth Management- in addition to one stand-alone business, Citi Alternative Investments. The Citi Global
Consumer businesses comprise the financial service sector’s most diverse consumer product offerings, including
banking services, credit cards, loan and insurance. Corporate and Investment Banking, which deals mainly with
clients outside the US, advise companies, governments and institutional investors on the best ways to realize
their strategic objectives. Global Wealth Management, which is comprised of Citi Private Bank, Citi Markets &
Banking and Citi Investment Research, deals primarily with helping businesses manage their finance while Citi
Alternative Investments provides services such as hedge funds, real estate and other private placement and
special investment opportunities.
Academy students worked in the following departments: Audit and Risk Review, Credit Services and
Control, Compliance, Computer Operations and Technology, CFPI Accounting, Global Equity Compensation,
Human Resources, Imaging, Information Technology Risk Management, Financial Control and Management
Team, Learning and Development, National Corporate Bank, Risk Architecture/ Credit Risk, Risk Management
and Compliance, Risk Monitoring Unit, Lava Trading Inc/ Strategy, Strategy and Planning, Global Business
Continuity Services, Telecommunications and Treasury.
Intern Notes:
Before you go off to work in your respected areas, there will be a meeting held for all Citi interns. The
location will be announced to you before you start work. At the meeting, you will be given general
information about the company and you will be escorted to your job by a representative from your
branch. In time, depending on whether you get a computer or not, you will be given a Citi log in which
will not only allow you to log in to the Global Directory but will also grant you access to programs
involving company emails.
Department: Audit Risk Review
Address: 111 Wall Street NY, NY 10043
Travel: 3 or 4 to Wall Street
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: Microsoft Word and Excel.
-General responsibilities include: making copies, preparing and making deliveries,
organizing files and team projects.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-South Street Seaport.
Words of Wisdom:
“Working at Citi was my first
job…. I really enjoyed it”
-Pei Wen Lin
Department: Credit Services and Control
Address: One Court Square 29th Floor Long Island City New York
Travel: E or V to 23 Street-Ely Avenue (the building is connected to the subway); 7 to 45 RoadCourthouse Square; G to Court Square
Job Description:
-Work is generally from 9 am to 5 pm.
-General responsibilities include: making copies, filing, attending company meetings.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-No retail stores.
-Very few restaurants.
Words of Wisdom:
“Be open to new things.”
-Sabine Jean-Jacques
________________________________________________________________________
Department: Compliance
Address: 77 Water Street 19th Floor, NY, NY 10005
Travel: N, R or W to Whitehall- South Ferry Street; 2 or 3 to Wall Street
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: Microsoft Excel (expert; used very often); the ability to
understand and adapt to new programs quickly.
-General responsibilities include: working with stock information and employee files: much
of the work will be done using programs created especially for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-South Street Seaport.
________________________________________________________________________
Department: Computer Operations and Technology
Address: 111 Wall Street NY, NY 10005
Travel: J, M or Z to Broad Street; 2, 3, 4 or 5 to Wall Street
Job Description:
-Little computer knowledge needed.
-No over time.
-Important skills to have include: Microsoft Word and Excel.
-General responsibilities include: typing, editing files and creating projects involving the
intranet.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria downstairs- a bit pricey.
-South Street Seaport.
-Subways are two blocks away.
-There are a plethora of restaurants on Broadway Avenue five blocks away.
-Limited shopping.
________________________________________________________________________
Department: CFPI Accounting
Address: 111 Wall Street NY, NY 10005
Travel: J, M or Z to Broad Street; 2, 3, 4 or 5 to Wall Street
Job Description:
-Work is generally from 9 am to 5 pm.
-Important skills to have include: Microsoft Excel (basic knowledge).
-General responsibilities include: faxing, making copies, filing, working with programs
created especially for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria downstairs- a bit pricey.
-South Street Seaport.
-Subways are two blocks away.
-There are a plethora of restaurants on Broadway Avenue five blocks away.
-Limited shopping.
________________________________________________________________________
Department: Global Equity Compensation
Address: 125 Broad Street
Travel: M to Broad Street; R or W train to Whitehall Street
Job Description:
-No overtime.
-General responsibilities include: shredding, filing, checking and maintaining stock
information.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There is a plethora of restaurants in the area such as Pier 17.
Department: Human Resources
Address: One Court Square 10th Floor Long Island City New York
Travel: E or V to 23 Street-Ely Avenue (the building is connected to the subway); 7 to 45 RoadCourthouse Square; G to Court Square
Job Description:
-This position is generally very hectic and has many responsibilities.
-Overtime granted.
-No skills with specific programs are needed.
-Important skills to have include: strong typing ability, good phone skills.
-General responsibilities include: faxing, filing, making photocopies, calling new hires with
reminder about fingerprinting, drug testing and paperwork, adding new employees
into the main
data base as well as adding them to the pay roll and making folders for
them, attending orientation
meetings and helping new hires with paper work and
distributing identification cards.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-No retail stores.
-Very few restaurants.
Words of Wisdom:
“The offices are air conditioned
(remember to bring a sweater to keep at
your desk just in case), so you don’t have
to suffer in the heat.”
-Suk Yan Cheng
________________________________________________________________________
Department: Human Resources
Address: 388 Greenwich Street, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-No overtime.
-Important skills to have include: strong typing ability; good phone skills.
-General responsibilities include: updating employee profiles in the main database,
escorting candidates to interviews, collecting resumes and creating exams for candidates.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
Department: Imaging
Address: 399 Park Ave
Travel: E or V to 53rd Street- Lexington Avenue; 6 train to 51st Street
Job Description:
-Work is generally from 9 am to 5 pm.
-General responsibilities include: using computer programs created specifically for the
company to audit documents and bar-coding individual accounts so they could be scanned into
the database.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The Cafeteria is located on Level B.
-Belmar Pizza is on 57th Street between Lexington and 3rd Avenues.
-Café 49 is on 49th Street between Park and Madison Avenues.
-McDonalds, Wendy’s, Taco Bell on 3rd Avenue between 50th and 58th Street.
-Starbucks and Dunkin’ Donuts are right across from the entrance to 399 Park Avenue.
-Coffee Shop is on 48th Street between Madison and 5th Avenues.
-There are many opportunities to shop along Lexington and 3rd Avenues: Bloomingdale’s,
Coach, Gucci, Channel and the Apples Store.
________________________________________________________________________
Department: Information Technology Risk Management
Address: 111 Wall Street
Travel: J, M or Z to Broad Street; 2, 3, 4 or 5 to Wall Street
Job Description:
-No overtime.
-Important skills to have include: Microsoft Office; good phone skills.
-General responsibilities include: dealing with technical issues involving pilot programs,
solving password issues all over the world and informing the Global Management team of bugs and
new issues in programs.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria downstairs- a bit pricey.
-South Street Seaport.
-Subways are two blocks away.
-There are a plethora of restaurants on Broadway Avenue five blocks away.
-Limited shopping.
Words of Wisdom:
"Enjoy your internship. It’s a great opportunity
to learn and do networking. Be punctual and
[most importantly] do all your work on time”
- Farah Bernadin
Department: Financial Control and Management Team
Address: 120 Broadway
Travel: 4 or 5 to Wall Street
Job Description:
-Important skills to have include: Microsoft Office and Photoshop.
-General responsibilities include: presentations, spreadsheets for legal cases, team
meetings and updating the Employee Data base as well as the division’s website.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There are a plethora of places to eat such as pizzerias and delis however they are a bit
pricey.
-City Hall Park.
-The area has many opportunities for shopping.
________________________________________________________________________
Department: Information Technology Risk Management
Address: 111 Wall Street
Travel: J, M or Z to Broad Street; 2, 3, 4 or 5 to Wall Street
Job Description:
-No overtime.
-Important skills to have include: Microsoft Office; good phone skills.
-General responsibilities include: dealing with technical issues involving pilot programs,
solving password issues all over the world and informing the Global Management team of bugs and
new issues in programs.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria downstairs- a bit pricey.
-South Street Seaport.
-Subways are two blocks away.
-There is a plethora of restaurants on Broadway Avenue five blocks away.
-Limited shopping.
Words of Wisdom:
“I definitely think the hands on
experience was so much greater than
anything I could have ever done this summer.”
-Melissa Lam
Department: National Corporate Bank
Address: 388 Greenwich Street 6th Floor
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-Important skills to have include: Microsoft Word and Excel.
-General responsibilities include: sitting in on bankers meetings and taking care of new client
applications.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: Risk Architecture/ Credit Risk
Address: 153 East 53rd Street 22nd Floor NY, NY 10022
Travel: E or V to 53rd Street- Lexington Avenue; 6 train to 51st Street
Job Description:
-Work is generally from 8 am to 5 pm.
-Important skills to have include: Microsoft Word and Excel; good typing ability.
-General responsibilities include: maintaining the information displayed for stocks on
exchanges, watching for changes in the market, meetings with the supervisor, researching
competitors, exchanges, and software.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Belmar Pizza is on 57th Street between Lexington and 3rd Avenues.
-Café 49 is on 49th Street between Park and Madison Avenues.
-McDonalds, Wendy’s, Taco Bell on 3rd Avenue between 50th and 58th Street.
-Starbucks and Dunkin’ Donuts are right across from the entrance to 399 Park Avenue.
-Coffee Shop is on 48th Street between Madison and 5th Avenues.
-There are many opportunities to shop along Lexington and 3rd Avenues: Bloomingdale’s,
Coach, Gucci, Channel and the Apples Store.
________________________________________________________________________
Department: Risk Monitoring Unit
Address: 399 Park Ave 3rd Floor NY, NY
Travel: E or V to 53rd Street- Lexington Avenue; 6 train to 51st Street
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Office.
-General responsibilities include: analyzing codes and entering them into the main data base,
occasional note taking and picking up and delivering trading tickets.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The Cafeteria is located on Level B.
-Belmar Pizza is on 57th Street between Lexington and 3rd Avenues.
-Café 49 is on 49th Street between Park and Madison Avenues.
-McDonalds, Wendy’s, Taco Bell on 3rd Avenue between 50th and 58th Street.
-Starbucks and Dunkin’ Donuts are right across from the entrance to 399 Park Avenue.
-Coffee Shop is on 48th Street between Madison and 5th Avenues.
-There are many opportunities to shop along Lexington and 3rd Avenues: Bloomingdale’s,
Coach, Gucci, Channel and the Apples Store.
________________________________________________________________________
Department: Lava Trading Inc/ Strategy
Address: 95 Morton Street 7th Floor, NY, NY 10014
Travel: 1 to Houston Street; A, C, E, D, F to West 4th - Washington Square
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Office.
-General responsibilities include: analyzing codes and entering them into the main data base,
occasional note taking and picking up and delivering trading tickets.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There is a Mexican restaurant, Chinese food, McDonalds and a pizza show on Hudson
Street.
-No place to shop.
-Hudson River.
-Hudson River Park.
________________________________________________________________________
Department: Strategy and Planning
Address: 333 West 34th Street 9th Floor
Travel: A,C, or E to 34th Street Penn Station; 1, 2, 3 to 34th Street; F,Q,N, R, B,D or W to 34th Street
Herald Square
Job Description:
-General responsibilities include: team projects, attending meetings and creating
documents based on the meetings.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There are an unlimited amount of places to eat in the area: several street vendors, delis,
Subways, McDonalds, Wendy’s, White Castle and Chinese food.
-Gray’s Papaya (hot dogs) on 7th Avenue.
- Chinese bakery on either 35th or 36th Street.
-Madison Square Garden.
-Times Square.
-Manhattan Mall.
-AMC Loews Movie Theater is right across the street from the building.
-34th Street is great for shopping and has stores such as: Macy’s, H & M, g-Forever 21,
American Eagle Outfitters, Foot Locker, Old Navy and GameStop.
________________________________________________________________________
Department: Global Business Continuity Services
Address: 390 Greenwich Street, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-No overtime.
-Important skills to have included: Microsoft Excel (heavy use); good typing ability.
-General responsibilities include: update inventories, check up on employees and update
their information in the main database.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is located on the second floor of the 388 Greenwich building and it has many
different foods to choose from such as sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: Telecommunications
Address: 95 Morton Street 6th Floor, NY, NY 10014
Travel: 1 to Houston Street; A, C, E, D, F to West 4th - Washington Square
Job Description:
-No overtime.
-Work is generally from 9 am to 5 pm.
-Important skills to have include: Microsoft Excel; good typing ability
-General responsibilities include: filing invoices and bills, making copies and
and updating billing information in spreadsheets.
-Dress: after the first week business casual is generally accepted.
spreadsheets
Food and Attractions
-There is a Mexican restaurant, Chinese food, McDonalds and a pizza show on Hudson
Street.
-No place to shop.
-Hudson River and Hudson River Park.
Department: Treasury
Address: 390 Greenwich Street, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-No overtime.
-Important skills to have include: Microsoft Excel; Internet Explorer.
-General responsibilities include: reconciling accounts, filing back documents, organizing
accounts and scanning bank documents.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is located on the second floor of the 388 Greenwich building and it has
many
different foods to choose from such as sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
Words o f Wisdom:
“Try to budget yourself. Just because you’ll have money
does not mean you should run out after work to spend it.
Resist the temptation to buy those Cartier sunglasses or those
True Religion jeans. Window shopping is the best way to budget yourself.”
-Rebekah Francois
Deutsche Bank
Deutsche Bank is a leading Global Investment Bank that is comprised of three specific divisions: corporate and
investment banking, private clients and assets management, and corporate investments. Deutsche Bank is the
leader in Germany and Europe and the bank is continuously growing in North America, Asia and key emerging
markets all over the world. The bank has won several awards including Bank of the Year (twice in three years)
for his excellent financial services that it provides for people on over 73 nations.
Academy students worked in the following departments: Employee Screening and Data Management/
Human Resources and Information Technology.
Department: Employee Screening and Data Management/ Human Resources
Address: 60 Wall Street NY, NY 10005
Travel: 2 or 3 to Wall Street; J, M or Z to Broad Street; R or W to Rector Street
Job Description:
-Overtime granted.
-Worked for two departments due to understaffing.
-Long hours.
-Important skills to have include: Microsoft Word and Excel; be prepared to learn many
new programs.
-General responsibilities include: Employee Screening -background checks on old and new
employees coming into the bank. Data Management- working with the supervisor and his/her team to
entering employee records into the main database, manage paper files
for each individual
employee.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Bull Run serves western food and it is located on 52 Williams Street.
-Adrienne’s Pizza is on 54 Stone Street.
-Chipotle serves Mexican food and is located on 2 Broadway.
-Unos Pizzeria is located at the South Street Seaport.
-Museum of Finance (free with Deutsche Bank corporate card).
________________________________________________________________________
Department: Information Technology
Address: 60 Wall Street 9th Floor, NY, NY 10005
Travel: 2 or 3 to Wall Street; J, M or Z to Broad Street; R or W to Rector Street
Job Description:
-working permit, if under 18, is needed in order to work overtime.
-Important skills to have include: Microsoft Office (expert); strong typing ability; good
communication skills.
-General responsibilities include: internet and intranet projects-site hosting and client
management and creating dynamic spreadsheets.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Bull Run serves western food and it is located on 52 Williams Street.
-Adrienne’s Pizza is on 54 Stone Street.
-Chipotle serves Mexican food and is located on 2 Broadway.
-Unos Pizzeria is located at the South Street Seaport.
-Museum of Finance (free with Deutsche Bank corporate card).
Ernst and Young
Ernst and Young offers services in Assurance and Advisory, Strategic Growth Markets, Tax and Transactions.
Although all of these services are important to Ernst and Young, it is centered on the Assurance and Advisory
Services. The Assurance and Advisory business services include: Audit, Risk Advisory Services, and Financial
and Performance Management Services. With the core assurance practice and specialty advisory services they
can help their clients work around the countless issues that are pressuring businesses at this time. This service
line also proves to be most important to Ernst and Young due to the fact that it has the highest revenues of all
the Big Four companies and accounts for 70% of Ernst and Young’s revenue. Academy students worked in
the following departments: Assurance and Banking and Tax.
Department: Assurance and Banking
Address: 5 Times Square NY, NY 10036
Travel: A, C, E, Q, R, S, W, 1, 2, 3, or 7 to Times Square
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Excel
-General responsibilities include: organized and validated employ information in the
directory.
-Dress: after the first week business casual is generally accepted.
main
Food and Attractions
-The cafeteria.
-There is a plethora of restaurants in the area including Cosi, Au bon pain, Euro Café,
Haru,
Olive Garden, Red Lobster, Hard Rock Café, McDonalds, Burger King and David and Busters.
-Bryant Park.
Words o f Wisdom:
“Don‘t dye your hair strange colors during the internship; wait until it’s over.
Ask questions, because messing up can mean you just set yourself back a couple of hours.
Get enough sleep, ask for recommendations in the middle of the internship and don’t bite”
-Karina Galinskaya
________________________________________________________________________
Department: Assurance and Banking
Address: 5 Times Square 34th Floor NY, NY 10036
Travel: A, C, E, Q, R, S, W, 1, 2, 3, or 7 to Times Square
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Word and Excel.
-General responsibilities include: the first few days are mainly composed of orientation;
making copies, filing, attending meetings, checking tax returns and updating information in the
company’s main data base.
-The company offers weekly courses to employees in Tax, Banking and Accounting as
refreshers. Once the course is complete you are allowed to take an online exam.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria.
-There is a plethora of restaurants in the area including Cosi, Au bon pain, Euro Café,
Haru,
Olive Garden, Red Lobster, Hard Rock Café, McDonalds, Burger King and David and Busters.
-Bryant Park.
Words of Wisdom:
“This was a great opportunity and a great pleasure working at Citi Markets & Banking.
I understand more about the requirements and keys to be successful in a corporate
environment. This experience was very helpful for me- thanks Academy of Finance!”
-MinHua Chao
The Federal Reserve Bank of New York
The New York Federal Reserve Bank is one of 12 regional banks that make up the Federal Reserve System.
The Federal Reserve is a system completely independent from the government. It was created by congress in
1913 to serve as the central bank of the U.S. The Federal Reserve’s supervises all the banks, regulates the
monetary policy, provides the United States currency and serves as the literal banker for the government. The
New York Federal Reserves president is Tim Geithner. The New York Federal Reserve regulates all banks
within the entire New York State, the 12 northern counties in New Jersey, Fairfield County in
Connecticut, Puerto Rico and the Virgin Islands. There are also three branch offices in East Rutherford, N.J.,
Buffalo, N.Y. and Utica, N.Y. Academy students worked in the following departments: Archiving.
Department: Archiving
Address: 33 Maiden Lane
Travel: M, J, Z, 2, 3 or 4 to Fulton
Job Description:
-No overtime.
-Important skills to have include: Microsoft Word, Photoshop, internet.
-General responsibilities include: faxing, making photocopies, shredding, preserving old
documents and photographs.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-South Street Seaport.
Words of Wisdom:
“For anyone working at the New York
Fed in the summer of 2007, I enjoyed it
and I hope you will too.”
-Jellisa Joseph
Fitch Ratings
Fitch Ratings is a leading global rating agency committed to providing the world's credit markets with
independent, timely and prospective credit opinions. Built on a foundation of organic growth and strategic
acquisitions, Fitch Ratings has grown rapidly during the past decade gaining market presence throughout the
world and across all fixed income markets. Fitch Ratings is dual-headquartered in New York and London,
operating offices and joint ventures in more than 49 locations and covering entities in more than 90 countries,
including insurer financial strength ratings on over 2,000 insurance companies. Academy students worked in
the following departments: Financial institutions and Structured Financial Business Development.
Intern Notes:
If you forget your company id, you cannot pass the front desk and gain access to the doors of the
building. This will probably delay you for 20 minutes and may cause you to be late for work!
REMEMBER YOUR ID!
Department: Financial Institutions
Address: One State Street Plaza NY, NY 10004
Travel: 4 or 5 to Bowling Green; W or R to Whitehall Street; 1 to South Ferry
Job Description:
-Overtime granted.
-Heavy workload: efficiency is key.
-Important skills to have include: Internet.
-General responsibilities include: database and file maintenance work, scanning documents
and converting hard files to electronic format.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Great view of the Atlantic Ocean from the building: Statue of Liberty, Ellis Island, and
Governor’s Island.
-There are a plethora of places to shop: Nine West, Borders etc.
- There’s an Au Bon Pain right next door to Fitch
- Blimpies restaurant is located on Water Street.
- McDonalds is also located on Water Street.
-Pizza: is a shop on Stone Street as well as various pizza places on Broadway.
-If you’re hungry for sushi, there’s a sushi restaurant on Broadway. It’s not hard to miss.
Department: Structured Financial Business Development
Address: One State Street Plaza 32nd Floor NY, NY 10004
Travel: 4 or 5 to Bowling Green; W or R to Whitehall Street; 1 to South Ferry
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Office; Internet; good typing ability.
-General responsibilities include: created databases, input new contact information into the
main database, attended meetings and created marketing packets.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Great view of the Atlantic Ocean from the building: Statue of Liberty, Ellis Island, and
Governor’s Island.
-There are a plethora of places to shop: Nine West, Borders etc.
- There’s an Au Bon Pain right next door to Fitch
- Blimpie restaurant is located on Water Street.
- McDonalds is also located on Water Street.
-Pizza: there is a shop on Stone Street as well as various pizza places on Broadway.
-If you’re hungry for sushi, there’s a sushi restaurant on Broadway. It’s not hard to miss.
-Bryant Park.
Words of Wisdom:
“Double check your work and make sure that
things are done perfectly. Make sure to smile
and try your best. Also, if you don’t understand
any instruction, ask again. Most of all-make
sure that you enjoy yourself. Good luck!”
-Nancy Lam
Lehman Brothers
Lehman Brothers is a global financial service firm, which manages the financial needs of corporations,
institutional clients, governments and municipalities, and high net worth individuals worldwide. The company is
the leading provider of equity and fixed income sales, trading and research, investment banking, private
investment management, asset management and private equity. Over the past 85 years Lehman Brothers has
helped, advised or jumpstart major companies such as Paramount, 20th Century Fox, Chrysler, Campbell Soup,
General Ford and Philip Morris. Academy students worked in the following departments: Compensation and
Benefits.
Intern Notes:
In order to buy food from the cafeteria or vending machine, you will need to have a debit card. There
are machines around the building that sell these cards.
Department: Compensation
Address: 1301 6th Avenue NY, NY 10019
Travel: D to Rockefeller Center
Job Description:
-Overtime granted.
-Little computer work.
-Important skills to have include: Microsoft Excel.
-General responsibilities include: filing employee records and archiving boxes.
-Dress: business.
Food and Attractions
-The cafeteria: the food is a bit expensive.
-There is a plethora of stores near the building however, just like the cafeteria, they are a bit
expensive.
________________________________________________________________________
Department: Benefits
Address: 1301 6th Avenue NY, NY 10019
Travel: D to Rockefeller Center
Job Description:
-Overtime granted.
-Important skills to have include: Microsoft Excel.
-General responsibilities include: review checks and mail them, proofread audit reports and
look up retiree’s information.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria: the food is a bit expensive.
-There is a plethora of stores near the building however, just like the cafeteria, they are a bit
expensive.
Words of Wisdom:
“When you are in an environment with older and more experienced people you tend to feel like you
don’t belong. During my internship I had the privilege of working with a team. My team really helped
me because when my supervisor wasn’t around they would explain things to me. I was really grateful
for that. When I made a mistake they were always there to correct and help me. They made me feel
like I was part of the team even though I was less experienced. “
-Ryan Torres
Merrill Lynch
Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and
corporations, organizing its activities into two interrelated business segments – Global Markets &
Investment Banking Group and Global Wealth Management, which is comprised of Global Private
Client and Global Investment Management.
Academy students worked in the following departments: Control.
Department: Control
Address: 4 World Financial Center
Travel: R train to Rector
Job Description:
-Overtime granted.
-Very heavy workload.
-Important skills to have include: Microsoft Excel (expert; very heavy use).
-General responsibilities include: internet based research and maintenance in reconciliation
programs.
-You will receive an in-depth training before you start our job.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Merrill Lynch Café.
-Danny’s.
-Starbucks.
-There is a plethora of stores in walking distance of the company.
Words of Wisdom:
“You must have the desire and the strength
of mind to learn new things…”
-Jessica Zou
Moody’s Investors Service
Moody‘s Investors Service is a corporation that deals with the ratings of securities and companies. The
corporation also rates the debt of organizations all around the world which include, but are not limited to,
corporate, municipalitie’s bonds, sovereign government and structured financial groups. Moody‘s gets ten
percent of its revenue from selling its research to businesses such as Fidelity however, its ratings are free to the
public. Academy students worked in the following departments: Corporate Finance Group.
Department: Corporate Finance Group
Address: 99 Church Street NY, NY 10007
Travel: A, C, E, 2 or 3 train to Park Place.
Job Description:
-Overtime granted.
-Very little computer usage.
-Important skills to have include: good organizational skills.
-General responsibilities include: making copies, setting up folders, filing, giving out faxes
and inter-office deliveries.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There is a plethora of stores in the surrounding area such as: McDonalds, Burger King, KFC,
Popeye’s, Wendy’s, Subways, Blimpies and Quiznos.
-On Broadway, which is one block away from Moody’s, there is a Century 21, Nine West
and an Easy Sprit store.
Word of Wisdom:
“Just keep in mind, each department’s
own culture. You will need to
figure out your assigned company’s
culture and adjust to it.”
-Henry Eng
The Office of the Comptroller of Currency
The Office of the Comptroller of Currency is a department that is part of the U.S. Treasury. The job of this
department is to regulate and ensure the safety and soundness of all national banks. The Office of the
Comptroller of Currency staff of national bank examiners conduct on-site reviews of banks and provide constant
administration of bank operations. National bank examiners review and evaluate the management of the bank,
assess conditions so that the bank maintains a good reputation, and checks to make sure that the bank is
complying with the rules and regulations of the national banking system.
Department: N/A
Address: 880 Third Avenue 5th Floor NY, NY 10022
Travel: E or V to 53rd Street- Lexington Avenue; 6 train to 51st Street
Job Description:
-No overtime.
-Important skills to have include: Microsoft Word and Excel.
-General responsibilities include: filing, reviewing articles; making faxes and photocopies.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-Citi Shopping Center is right next to the building, so there are places to eat and shop inside.
-Belmar Pizza is on 57th Street between Lexington and 3rd Avenues.
-Café 49 is on 49th Street between Park and Madison Avenues.
-McDonalds, Wendy’s, Taco Bell on 3rd Avenue between 50th and 58th Street.
-Starbucks and Dunkin’ Donuts are right across from the entrance to 399 Park Avenue.
-Coffee Shop is on 48th Street between Madison and 5th Avenues.
-There are many opportunities to shop along Lexington and 3rd Avenues: Bloomingdale’s,
Coach, Gucci, Channel and the Apples Store.
Words of Wisdom:
“[Most] internships are good, but if you get bored
easily then you may have a hard time.
The thing to keep in mind is not to give up
…the pay check makes it so much better”
-Kiran Khan
Securities Industry Association
The Securities Industry Association was established in 1972 from a merger of the Association of Stock
Exchange Firms (founded in 1913) and the Investment Bank’s Association (founded in 1912). The SIA tries to
maintain the public trust and confidence in the securities industry. As a non-profit organization, the SIA
receives revenues from donations from corporations and businesses within the securities industry. One part of
the SIA is the Foundation for Investor Education, which runs the Stock Market Game. Academy students
worked in the following departments: Foundation for Investor Education.
Department: Foundation for Investor Education
Address: 120 Broadway 33rd Floor NY, NY 10271
Travel: 4 or 5 train to Wall Street; R train to Rector
Job Description:
-Important skills to have include: Microsoft Office, Adobe PageMaker; good typing skills.
-General responsibilities include: light filing, checking documents and websites for errors and
assisting co-workers.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There is a plethora of places to eat such as pizzerias and delis however they are a bit
pricey.
-City Hall Park.
-The area has many opportunities for shopping.
Words of Wisdom:
“Some key points to remember when working on
a project is to remember: pay attention to details,
constantly save and double check our work, notify
your teammates and supervisor of your progress,
and, chiefly, don’t fret about asking questions.”
-Rebekah Francois
Citi Markets & Banking
Citi Markets & Banking is a division and service mark of Citi Global Markets Inc that offers brokerage,
investment banking and asset management services from governments and corporations to clients. The company
remains to be one of the most popular brokerage firms in American since the nineteenth century when a broker
names Charles Barney, and an investment banker named Edward B. Smith, merged together to form Citi
Markets & Banking & Co. The company believes that their mission is to deliver outstanding client services,
provide fulfilling careers and professional satisfaction for their people and archive financial success. Academy
students worked in the following departments: Billing, Compensation, Compliance, Corporate Investment
Banking Finance, Corporate Investment Banking Training and Development, Gain Loss Analysis System,
Global Transaction Service Client Management, Learning and Development, NYC Region, Prospectus, and
Strategy and Planning.
Intern Notes:
Citi Markets & Banking has a strict no overtime policy. Unless stated otherwise, do not expect to
receive pay for doing extra hours.
Department: Billing
Address: 140 58th Street 8th Floor Brooklyn, NY
Travel: N to 59th Street
Job Description:
-Important skills to have include: Microsoft Excel.
-General responsibilities include: works with supervisor on various projects.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The places to buy food in the area are generally very expensive.
-There are very few places to eat.
________________________________________________________________________
Department: Compensation
Address: 125 Broad Street NY, NY 10004
Travel: M to Broad Street; R or W train to Whitehall Street
Job Description:
-Important skills to have include: Microsoft Excel.
-General responsibilities include: faxing, answering telephones, assisting co-workers.
-A significant amount of work is done with programs designed for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There is a plethora of restaurants in the area such as Pier 17.
Department: Compliance
Address: 250 West Street 11th Floor, NY, NY 10013
Travel: A train to Canal
Job Description:
-Important skills to have include: Microsoft Excel.
-General responsibilities include: filing, presentations, internet base research and assisting coworkers.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria.
-There are several restaurants in the area but very little shopping.
________________________________________________________________________
Department: CIB Finance
Address: 111 Wall Street
Travel: J, M or Z to Broad Street; 2, 3, 4 or 5 to Wall Street
Job Description:
-Important skills to have include: Microsoft Excel (basic).
-General responsibilities include: filing, researching cusips (company stock holdings),
confirming business transactions and inter-office deliveries.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria downstairs- a bit pricey.
-South Street Seaport.
-Subways are two blocks away.
-There is a plethora of restaurants on Broadway Avenue five blocks away.
-Limited shopping.
________________________________________________________________________
Department: CIB Training and Development
Address: 388 Greenwich Street, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-Important skills to have include: Microsoft Office; good typing skills; Internet Explorer.
-This job requires a lot of computer skills.
-General responsibilities include: worked with supervisors, faxing, contacting clients, and
scanning and updating company files and evaluating new programs.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: NYC Region
Address: 388 Greenwich Street, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-Important skills to have include: Microsoft Word and Excel; good verbal and listening skills.
-General responsibilities include: making copies, speaking to customers on the phone and
filing.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: Gain Loss Analysis System
Address: 333 West 34th Street 6th Floor NY, NY 10001
Travel: A, C, or E to 34th Street Penn Station; 1, 2, 3 to 34th Street; F, Q, N, R, B, D or w to 34th Street
Herald Square
Job Description:
-Important skills to have include: Microsoft Word and Excel (expert)
-General responsibilities include: several reports.
-A significant amount of work is done with programs designed for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There are an unlimited amount of places to eat in the area: several street vendors, delis,
Subways, McDonalds, Wendy’s, White Castle and Chinese food.
-Gray’s Papaya (hot dogs) on 7th Avenue.
- Chinese bakery on either 35th or 36th Street.
-Madison Square Garden.
-Times Square.
-Manhattan Mall.
-AMC Loews Movie Theater is right across the street from the building.
-34th Street is great for shopping and has stores such as: Macy’s, H & M, g-Forever 21,
American Eagle Outfitters, Foot Locker, Old Navy and GameStop.
________________________________________________________________________
Department: GTS Client Management
Address: 388 Greenwich Street 24th Floor, NY, NY 10013
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-Important skills to have include: Microsoft Word and Excel
-General responsibilities include: making copies, filing and assisting co-workers.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: Learning and Development
Address: 388 Greenwich Street 6th Floor
Travel: 1 train to Franklin; N, M, R, A, C or E to Canal
Job Description:
-Important skills to have include: Microsoft Office.
-General responsibilities include: filing, making copies and organizing.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is on the second floor and it has many different foods to choose from such as
sushi and pizza.
-There are many fast food establishments on Chambers Street such as: McDonalds, Taco Bell,
Subways and Starbucks.
-China Town is a few blocks away.
________________________________________________________________________
Department: Prospectus
Address: 140 58th Street 8th Floor Brooklyn, NY 11220
Travel: B11 to the last stop
Job Description:
-Important skills to have include: N/A
-General responsibilities include: organizing and mailing prospectuses (a book that listed all
the companies’ mutual funds)
-Trained by supervisor.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-The cafeteria is fairly pricey and has a television.
-Sandwich Shop.
-Café 58 serves a variety of food.
-No shopping areas.
________________________________________________________________________
Department: Strategy and Planning
Address: 333 West 34th Street 6th Floor NY, NY 10001
Travel: A, C, or E to 34th Street Penn Station; 1, 2, 3 to 34th Street; F, Q, N, R, B, D or w to 34th Street
Herald Square
Job Description:
-Important skills to have include: Microsoft Word and Excel (expert)
-General responsibilities include: projects with co-workers
-A significant amount of work is done with programs designed for the company.
-Dress: after the first week business casual is generally accepted.
Food and Attractions
-There are an unlimited amount of places to eat in the area: several street vendors, delis,
Subways, McDonalds, Wendy’s, White Castle and Chinese food.
-Gray’s Papaya (hot dogs) on 7th Avenue.
- Chinese bakery on either 35th or 36th Street.
-Madison Square Garden.
-Times Square.
-Manhattan Mall.
-AMC Loews Movie Theater is right across the street from the building.
-34th Street is great for shopping and has stores such as: Macy’s, H & M, g-Forever 21,
American Eagle Outfitters, Foot Locker, Old Navy and GameStop.
Internship:
Recommendations and Thanks
As your internship draws to a close, it is always a good idea to ask your supervisor for a
recommendation. This recommendation can be rather helpful when applying for college or even for
scholarships. Make sure you ask your boss about the recommendation a few weeks or so before you
think you will actually need it. After all, it may be a bit tough to sit down and write a note for you in
the middle of several hostile takeovers. Make sure the letter is written on the company’s official
letterhead, if possible. Some companies have a policy against writing letters of recommendation on
official stationery.
At your internship’s end, it is always a good idea to send your boss a thank you letter or email. It is a
very professional move and it sets the tone for possibly getting hired again in the future. Giving a little
token of your appreciation also doesn’t hurt, as long as it is within reason.
SENIORS
2007
Asani
Bernadin
Bernadin
Cai
Caines
Campbell
Chao
Chen
Cheng
Cheung
Chim
Cyprien
Czerwinski
Duong
Eng
Forsyth
Francois
Galinskaya
Goldstein
Gondal
Harper
Huang
Huang
Hudson
Hung
Jean Jacques
Jiang
Joseph
Karadayi
Khan
Kharkover
Khazanovich
Kizima
Lam
Lam
Lau
Leja
Liao
Lin
Arbiani
Farah
Tarra
Zhi Xian
Casida
Kennon
Minhua
Jimmy
Suk Yan
Gavin
Michael
Karlraymond
Wojciech
Jefferson
Henry
Marva
Rebekah
Karina
Craig
Khubaib
Marvin
Shirly
TingTing
Dana
Derrick
Sabine
Rong
Jellisa
Mehmet
Kiran
Sofi
Sofiya
Anastasiya
Melissa
Nancy
Yen
Urszula
Siwen
Pei Wen
Lin
Lucero
Luo
Manakhimov
Mandley
Mattison
Miao
Milnes
Mui
Ng
Pusey
Rahman
Rodriguez
Shklovskiy
Shvets
Silvera
Skobeleva
Sobolewska
Steele
Tang
Teo
Torres
Vasilyeva
Wan
Wang
Wong
Wong
Yan
Yee
Yuan
Zheng
Zheng
Zou
XinXin
Rosalia
Wilson
Boris
Kallesha
Dana
Shien
Stella
Justin
Murphy
Amanda
Mohammed
Jasmine
Mark
Gabriel
Sashae
Yuliya
Anna
Iyannia
Jenny
Jenny
Ryan
Irina
Nancy
Kevin
Daisy
Judy
Man
Allie
Beisi
Ashley
Han Neng
Jessica