My Goal of Becoming a Reputable and Trusted Financial Analyst in One of the Leading Investment Banks
Graduating from the world renowned Imperial College will help accelerate my short term goals. My ideal goal after graduation is to become a reputable and trusted Financial Analyst in one of the world leading investment banks. Knowing the role as a financial analyst, the responsibilities to research into industries, develop financial models and analyse evaluation such as leverage buyout analysis are the minimum requirements. Therefore, graduating from Imperial College will give me the confidence to set my sight on The Global Financial Adviser graduate programme, provided by the oldest and most prestigious investment group, Rothschild.
Additionally, the reputation of analysts who have worked, or are currently employed by the Rothschild Investment Group, have a trusted status for having the knowledge and experience to analyse the financial market with a very low tolerance for failure. If my goal to work for Rothschild was to succeed, this will give me the confidence to take my first step in becoming a reputable and trusted financial analyst.
To become a financial analysts, the first notable challenge I must overcome is to gain the knowledge and expertise required for this role. Therefore, enrolling into the MSc Investment & Wealth Management course is essential. Within the programme, I will undertake modules such as Financial Econometrics which will help me establish a wide range of analytical skills. With the experience gained from the MSc degree at Imperial College London, I am certain that my ability to stand my ground for employment will increase.
In recent years, the financial industry has faced challenges to be innovative in financial instruments design. For that reason, the MSc module, Derivatives, will help broaden my theoretical experience in innovative investments. Aside from my current and future studies, I have been reading the Journal of Financial Innovation to widen my horizons and keep myself well informed of any recent developments, because I believe that innovative skills acquired from teaching can only give you half of what is required. Therefore, without the initiative to self-develop, one cannot be an innovative person.
To be confident in my long term career goals, my short term achievements are crucial. After three to five years working as a financial analysts within investment banking, I will hopefully have the credentials and experience, to progress to my long term goal, of working within the private equity sector, either as an investment manager or an associate director at a private equity company such as the Carlyle Group.
There are many reasons why private equity is of interest to me. One notable motivation is the opportunity and potential that the private equity sector provides based on their recent emergence into East Asian market, China. Therefore, a role that includes restructuring of companies and evaluating M&A deals is what I look forward to when working within private equity.
As setting goals will always come with challenges, I understand that the road towards private equity is definitely no easy task. Successfully achieving the short term goals will be the launching platform to my dream of working in the private equity sector. Therefore, I have set myself with a five year goal to obtain a position within the private equity, once I graduate from Imperial College.
A career in private equity requires a set of dedicated skills. My knowledge in finance and the analytical skills developed throughout my undergraduate degree in Banking and Finance can be documented as I achieved above 70% in my first and second year of studies. I obtained these skills through numerous independent studies and research for reports with the most noteworthy reports on the Swiss Banking System and Central Banks monetary policies.
However, team-working and leadership skills cannot be overlooked especially for the roles as an associate director or investment manager. I have demonstrated my strong sense of leadership and team working skills, not just in my studies, but also through my leading role as the president of the Chinese Society in the University of Birmingham. With the help of my team, we managed to organize numerous cultural events, such as New Year Gala and political China talks on campus. Additionally, our goal of doubling the number of official members have been achieved within a short period of just half a year.
Considering the client based nature of private equity, having good interpersonal skills is a must. Over the course of my undergraduate studies, I have been an active person involved in financial topic debates within my modules. I have also volunteered within the local council of Birmingham and within the University of Birmingham. In one of the tasks, I had to learn filming and video editing myself in order to produce a promotional video for a Chinese culture exhibition in the Birmingham Library. These experiences have equipped me with effective problem solving skills to search for solutions, which enhanced my independence. The confidence to present myself in the correct manner and learnt to be an accountable and responsible person are important attributes for a private equity personnel.
The word investment became apparent to me at a very young age. My parents, who are entrepreneurs, infused the concept to invest ever since I was a child. They invested a large outlay into an ‘Education Investment Fund’ when I was born. Thanks to their foresights and wisdom, I have obtained the opportunity to receive better education in the United Kingdom without any financial burden.
The knowledge gained from my degree in Money Banking and Finance can be considered as the catalyst for my interest to further my studies. However, the internship experience gained at Sealand Securities and HSBC China is where I confirmed my interest in investment, because these opportunities exposed me to the real world of finance. My roles in the intra- institutions lending department and the mortgage generation and trading department, have taught me the rules of regulation, pricing strategies and the procedure of trading. As a result, this experience has increased my curiosity and determination to expand my understanding in investment and follow my future career path by achieving my long term goal of working in the private equity sector.
Providentially, I had the opportunity to meet with a representative from the Permira Private Equity Fund at a campus event. Through his exciting career stories and achievements, I have been inspired to explore the world of fund investments, and joined the University of Birmingham Private Equity society to further my knowledge. The weekly venture capital investment and buyout funds case studies we conducted, enhanced my curiosity and thirst for knowledge about alternative investments, where I established that my future career path will be in private equity.
To reach my career goal working in private equity, I must obtain experience as a financial analyst. Achieving a Bachelor degree in Finance is not enough for the competitive nature of the industry. The MSc Investment & Wealth Management course in Imperial College can further my skills in the area of quantitative analysis and strategies appraisal. Amongst the many modules in the programme, I am looking forward to the ‘Real Estate Investment’ elective module, since real estates is a concrete financial instrument which is distinct from other investments, such as securities and stocks that I learnt in the past. Specifically, the housing market has caught my interest, as it is the origin of the 2007 Financial Crisis. Thus, to be a financial analyst, I would need to equip myself with knowledge across the board.
Applying for the Master’s programme in Investment and Wealth Management at Imperial College, applicants must demonstrate a solid academic background. My notable scores obtained in my first and second year of studies, documents my strong academic potential and my personality to be an achiever. Furthermore, obtaining an A* in the module Further Mathematics during my foundation year have helped me develop a strong interest and the ability to carry out quantitative analysis, which can aid me to through problems that I will face in any econometrics and mathematical modules.
Candidates enrolling into the Investment and Wealth Management programme must also exhibit strong transferable skills. To acquire these skills, I have participated in many extra- curricular activities. Among those, the role of president in the Chinese Society is where I greatly enhanced my interpersonal skills. I was able to learn the appropriate way to communication through numerous successfully negotiated sponsorships whilst representing the society.
Furthermore, my position as the team leader, has forced me to make use of my problem solving skills by effectively elucidating potential event planning complications, with one notable setback being the costly venue hire for our highly anticipated Chinese drama show. This slight ‘hiccup’ was, however, resolved when I personally contacted the Birmingham University China Institute, proposing a method to cooperate between two parties. Through their connections, we eventually received a venue free of charge.
In conclusion, I feel that my experience, knowledge of finance and my strong set of transferrable skills, can all be used to establish myself onto the MSc Investment and Wealth Management programme at Imperial College. At the prestigious Imperial College Business School, I am certain that my financial knowledge, skillsets and myself as a person will benefit from this new challenge in my life and ensure that I achieve my short term and long term goal of working within the private equity sector. Therefore, with my proven record of being academically sound and my set of reliable skillsets, I hope to be considered for the opportunity to study at Imperial College and becoming a member of the prominent Alumni whose name will be recorded in the history of the Imperial College Business School.