helloFinance Summer 2023: Videos, Check-Ins & Resume Suggestions

This article describes how to list attendance for 2023's program on your resume and details for asynchronous attendance

Please find in this article all of the currently-posted helloFinance session videos from our Summer 2023 series, as well as the requisite check-ins for each session. Please do NOT share these videos externally; if anyone in your network would like to access them they should email info@hellohive.com and request directly. Thank you!

 

Index:

 

Session Recordings for Asynchronous Attendance: Weeks 1 & 2


✅ Night 1: Tuesday, July 25, 2023 - Introduction to Financial Services

Panelists:
  • Carlos A. Muñoz, Executive Director, Head of Asset Manager Diversity, Equity, and Inclusion, at Morgan Stanley
  • Omer Tanvir, Global Head of Campus Recruiting, Goldman Sachs
  • Chelsea Gordon, Executive Director, Analytics, Data & Innovation, Morgan Stanley
  • Adia Haynes, Analyst, Analytics, Data & Innovation, Morgan Stanley
  • Christopher Larkin, Managing Director, Head of Trading & Investing, Morgan Stanley

 

✅ Night 2: Wednesday, July 26, 2023 - Investment and Asset Management

Panelists:
  • Sara Araghi, VP, Research Analyst & Portfolio Manager, Franklin Templeton
  • Michael Lane, Head of Enterprise, U.S. Wealth Advisory, BlackRock
  • Johnathan Medina, Global Head of DE&I at Macquarie Asset Management, Macquarie
  • Muhsinah Nuriddin, Global Director of DE&I, John Hancock
Halftime Panelists (Boston):
  • Ellie Landry, Compliance Specialist, Natixis Investment Managers
  • Byron Welch, Sales Associate, Natixis Investment Managers
  • Billy Wolfe, Internal Wholesaler, Columbia Threadneedle Investments
  • Gwen Callinan, Associate Consultant, Putnam Investments
  • Elijah Ngbokoli, Senior Associate Consultant, Putnam Investments

 

✅ Night 3: Thursday, July 27, 2023 - Culture & DEI in Investment and Asset Management

Panelists
Halftime Panelists (Midwest)
  • Cincinnati:
    • Raymond Woods, Management Recruitment Specialist, Western & Southern Financial Group
  • Kansas City:
    • Tyler Rodvelt, Client Portfolio Management Data Specialist, American Century Investments
    • Nomuna Munkhjargal, Corporate Sustainable Analyst, American Century Investments, Nuveen
  • Chicago:
    • Tanner Slivka, Internal Advisor Consultant, Mass Market
    • Michael Caserio Internal Advisor Consultant, Mass Affluent, Nuveen

✅ Night 4: Tuesday, August 1, 2023 - Networking and Interview Training

  • Session Video: 🎥 Night 4 Recording
  • Check-In Form: 📝 Night 4 Check-In Form
  • Panelists:
  • Halftime Panelists (Greater Philadelphia Area):
    • Megan Dunne, Internal Advisory Consultant, FS Investments
    • Dongmei Tang, Cash Management Analyst, FS Investments
    • David Cleason, Advisor Support Consultant, Hartford Funds
    • Ben Lamon, Sales Support Associate, Hartford Funds

 

✅ Night 5: Wednesday, August 2, 2023 - Video and In-Person Interview Training

 

✅ Night 6: Thursday, August 3, 2023 - Recent Grad Day-in-the-Life

  • Session Video: 🎥 Night 6 Recording
  • Check-In Form: 📝 Night 6 Asynchronous Check-In Form
  • Panelists
    • Eve Marealle, Structured Finance Analyst, DWS (Deutsche Bank)
    • Colin McGrath, Internal Wholesaler, PGIM (Prudential Financial)
    • Emma Deutsch, Marketing Associate, Lazard
    • Varu Balla, Advanced Business Analyst, Invesco
    • Cat Pankow, National Accounts Associate, First Eagle Investments

 

Bonus Week Recordings: Week 3

✅ Session 7: Tuesday, August 8, 2023 - Introduction to  Investment Banking

  • Session Video: 🎥 Session 7 Recording
  • Check-In Form: 📝 Night 7 Asynchronous Check-In Form
  • Panelists:
    • Malvern Ngoh, Vice President, Financial Sponsors Group, (HSBC)
    • Meagan K Grieger, Emerging Talent, Global Banking (HSBC)
    • Tyler Chisholm, Analyst, Technology, Media, and Telecom Investment Banking (Wells Fargo)
    • Virginia Molan, Senior CIB Campus Recruiter University Programs (Wells Fargo)
    • Claire Schulz, Senior Associate Recruiter (Houlihan Lokey)
    • David Cumming, Director (Houlihan Lokey)
    • Tim Shaugnessy, VP, Financial Institutions Group (Goldman Sachs)
    • Jordyn Feinman, Recruiter, IB Team, (Goldman Sachs)

Session 8: Wednesday, August 9, 2023 - Introduction to Private Equity

  • Session Video: 🎥 Session 8 Recording
  • Check-In Form: 📝 Night 8 Asynchronous Check-In Form
    • Omer Tanvir, Global Head of Campus Recruiting (Goldman Sachs)
    • Olivia Nagpal, Associate, Alternative Capital Markets (Goldman Sachs)
    • Vasundhara Bhargava, Principal (Patient Square Capital)
    • E-Fei Wang, Principal (Apollo Global Management)
    • Devin Grossman, Vice President (Warburg Pincus)

📝 Resume Inclusions: How to list this program on your resume


See below for a sample resume with the EXACT name of the program and position title that you can include on yours to ensure our partners are aware of your attendance.

Screenshot 2023-08-04 at 10.16.19 AM

 

Step 1: Navigate to "Leadership and Other Activities" in the Hive Platform from Your Profile

Screenshot 2023-08-04 at 10.17.58 AM

 

Step 2: Add the Program as a "Leadership Position"

Screenshot 2023-08-04 at 10.19.09 AM
  • Title: helloFinance Virtual Summer Series
  • Title: Selected Participant
  • Location: New York, NY
  • Date: July 2023 – Present

 

Step 3: Customize Your Bullets w/ What You Learned & Firms:

***You'll need to use the chain link function to expand the character limit to 218! Click the chain icon circled in yellow below to activate this functionality.

Screenshot 2023-08-08 at 1.58.33 PM

Screenshot 2023-08-04 at 10.19.25 AM

  • Participated in a three-week virtual series that included two hours of programming for three nights a week focused on an introduction to financial services, specifically asset, wealth, and investment management
  • Engaged with professionals from 27 firms, including [list firms here] as well as a lateral network of 1,000+ students from over 250 schools across the country
  • [Optional - include if you attend Bonus Week] Completed a Bonus Week focused on investment banking and private equity with professionals from [list firms here] learning about the relationship between these sectors of finance
  • [Customize - describe something you learned. This is just an example:] Added to my career prep toolkit through completing training on company research, in-person and video interviews, resume development, and telling my unique story and experience through the "quick pitch" process

 

Tips for Adding helloFinance to Your Resume:

💡Use the space designated to list your firms of interest - this is a great way to customize your resume for your applications to specific firms

💡Use the third bullet point if you attend bonus week with Private Equity and/or Investment Banking and customize it to the firms and functions you're interested in

💡Use the fourth bullet point to describe something you learned and took away from the program and would be comfortable speaking about during an interview

 

3 Steps for Submitting Your Hive Resume for Priority Consideration

1. Review and Update Your Hive resume

Take some time to apply the items you learned during the program and refresh your Hive resume & add the helloFinance program to your resume as an experience! You can also borrow some tips from our resume best practices here.

 

 2. Apply to This Opportunity on the Hive Platform (Now closed)

This is how employers will receive your resume and information! The deadline to apply is August 13, 2023 at 11:55 pm ET.

 

3. Pick Your Top 5 Firms & Submit Interest Statements for Each

After you submit your application, you will receive a link to a form where you can identify which firms you're interested in (up to 5 total) and submit a brief interest statement for each. 

The link to send this will be sent as the "External Link" after you apply to the Hive opportunity. This will be emailed to your main Hive account. 

The deadline to submit your interest statements is August 31, 2023 at 11:55 pm ET.