近年来，中国逐渐成为继北美之后的全球第二大金融中心，越来越多的新兴国际金融城市的崛起等元素为致力于回国接受更大金融市场考验，获取更多金融职业发展空间的有志青年提供了巨大的国际化平台。

投行梦项目系列第三弹“中国顶级泛金融行业精英就业计划”在日趋强大的猎头资源背景和学生日趋元化的需求下应运而生。该项目根据远大在中国的战略合作公司的人事部的要求，设计了结合外资银行、四大咨询实战职业培训+泛金融行业四大的招聘流程培训+保证中国外资银行或四大以及本土券商全职实习或者工作的整套求职解决方案，将投行梦项目带入了一个崭新的高度。

一个项目给你的不仅仅是一份保证的国内高起点实习（倾向留任）或者工作（可选其一），更是一个在中国同样可以拥有的国际化人才职业起步平台，含金量毋庸置疑。

“中国顶级泛金融行业精英就业计划”的重点就在于打造金融海归人才回流的一站式咨询服务平台，和第一弹以及第二弹的针对留学生在海外就业项目形成很好的战略补充，为每年数十万以上的泛金融海归提供一个新的就业思路。

此项目适合立志回国发展的海归同学们，

适合急需就业指导及规划的同学，

没有任何专业限制，

更适合会计和金融专业毕业的同学~

WHAT DO WE OFFER？ 

（我们能给你提供什么？）

 Session one:

 Introduction of the fund administration industry

 - Derivatives 

1. Structure of fund administration business division;

2. Fund administration division and administrator’s roles;

3. Types of different derivatives: Exchanged traded and Over-the-Counter (OTC);

4. Derivative trading operations, J.P Morgan and Goldman Sachs fund valuation practices on futures and options;

5. Swap contracts and instructions interpretation;

6. Major types of the swap contracts and Goldman Sachs structural trades valuations practice.

Session Two: 

Corporate actions events introduction and fund administration treatments

1. Different types of corporate actions events;

2. The Impact of the corporate actions events;

3. The methods of processing the corporate actions

4. Book-keeping and reporting of corporate actions events from administrators’ perspective.

Session Three: 

Portfolio Management – Trade management 1

1. Introduction of portfolio management for equity trade;

2. Demonstration of the whole picture of personnel structures and relationship between Investment Manager, Broker and Middle Office and Global and local custodian for Equity trade management;

3. Introduction of the elements of equity trades and calculation of equity trades via cases studies;

4. Two methods of trade matching: CTM matching and manually matching with broker contract notes;

5. Two level matching for CTM matching: block level matching and allocation level matching and show the difference of two level matching.

Session Four: 

Portfolio Management – Trade management 2

1. Introduction to un-matched trades on block level and explanations to its rationale and reasons, case studies with analysis of the different scenarios and explanations of how to solve issues from the clients and brokers based on un-matched trades on block level;

2. Introduction to un-matched trades on block level and explanations to its rationale and reasons, case studies with analysis of the different scenarios and explanations of how to solve issues from the clients and brokers based on un-matched trades on allocation level.

3. Manual matching, why and how to do it.

Session Five: 

Portfolio Management – Trade settlement

1. Introduction of two settlement system: DVP and FOP;

2. Standard settlement instructions, swift messages: MT541, MT543 and MT599;

3. Case studies to explain SSIs based on about ten major markets;

4. Reasons about failed trades in the market with case scenarios to analyze and explain how to follow up on and solve issues about failed trades in the market;

5. Introduction of Hiport functions for Fund accounting.

Session Six: 

Middle Office Operation – Business Model

1. Different business models for different clients and IM for the different portfolios;

2. Clarification of the relationship between the client and IM in the different models;

3. Special Equity product – placement;

4. How to set up the placement in BNP system and Omgeo CTM and how to process the placement based on the case studies.

Session Seven: 

Big-4 Advisory industry introduction

1. Development history and trend in advisory industry for all Big 4ers;

2.  Advisory business line introduction in C Cyber Security, E-commerce, Banking, Car industries;

3. Various roles in broader advisory industry.

Session Eight: 

Big-4 Advisory techniques and methodologies

1. Introduction to advisory and consulting methodology;

2. Communications within the industry – know the needs, raise the issues and solve the problems;

3. Practical PwC real cases analysis practice by setting up financial models, data analysis and with PPT Roadshows;

4. How to apply (1) (2) (3) to the practical cases.

Session Nine: 

CV and Interview Preparations

1. Key elements in resume and cover letter that can secure you an interview;

2. How to write your “sale documents”;

3. Format and Wording;

4. Common errors you need to avoid from your resumes;

5. Resume details highlights;

6. Importance of “achievement” writings – what distinguishes you from other candidates and best place to “cross sell”;

7. How to use MS Word to improve your resume?

8. What if you have relative less or no experiences?

9.  About Applicant tracking system (ATS);

10. Interview techniques and Mock interviews;

11. The art of selling yourself or have the agents sell you - as a product;

12. Good, bad and ugly about job market;

13. PAS SystemTM (Prepare, Act and Summaries);

14. 4 different job markets - Rules are different;

15. Value and culture fit - make or break the deal;

16. The correct steps and approaches of interviews;

17. The danger of telephone interview (even video);

18. The power of storytelling - the real inside of you;

19. Common Interview Questions - Approach Analysis;

20. How to deal with your nerve - not only eating bananas;

21. 8 ways that guarantee failures - do the opposite;

22. Full Discussion about behaviour questions;

23. Work with recruitment agent? Or go solo?

24. Reference checks to close the deal;

25. Mock, mock and lots of mock, be warned!

Session Ten: 

Unveil Big-4 Graduate Recruitment Secret World

1. Introduction of online applications: become the 30% winners among the large group;

2. Online test: numerical, reasoning and logical tests, what essences can you summarise?

3. Superday: Win from case or group interview – soft skills behind to stand out;

4.  Career Path to progress from Associate, Senior Associate, Manager, Senior Manager to a partner.

 我们的合作企业 

（只有你想不到，没有我们做不到）

▶  全面了解银行业前中后台各个部门知识。

▶  就业对接国际化外资银行平台，工作经验将被中金和中投等中资证券公司和投行所认可。

▶  项目适合立志回国发展学员，不分专业申请，更适合会计专业和金融专业毕业的学生。（申请项目需要通过我们内部猎头面试。）

（机会有限，申请从速哦！）