Wall Street Firms for Girls
- A 6-12 minute educational segment on the interviewee's position and responsibilities
- Followed by an 8-15 minute informational segment on a specific topic in finance or advice on career growth
1) Trailer: Introducing Wall Street Firms for Girls (0:33)
A short description of the goals and plans for the program.
2) A Career in Private Banking (14:27)
An interview with Gretchen Guitierrez, the Business Manager for the International Private Bank at JPMorgan, on foundational advice for high school students in pursuing their interests in finance with or without much prior experience.
3) Beyond the Bank: Exploring Unconventional Careers in Banking (25:17)
Not all careers in banking are finance and trading. Sophia interviews Esther Lee, the communications manager at Capital One, on the role of communications at a big bank. Esther recounts her experiences at Capital One and how she has incorporated her passion for writing into a career in finance.
4) Breaking into Finance: Sweet but Fearless Founder Discusses Entry-level Positions (33:40)
Mary Sullivan had over 30 years of experience in the financial services industry before she co-founded her program Sweet but Fearless, which empowers women to take on leadership positions in finance.
In this interview, Mary shares with us her amazing career journey in the financial services industry, and valuable advice for young women on starting their careers in finance, including how to apply, find potential employers, network, stand out, and obtain higher pay.
5) Finding the Right Fit: The Experiences and Advice From a Partner at a Multibillion Dollar Fixed Income Asset Management Firm (25:23)
Carolina Siles is a partner at Lucid Management and Capital Partners LP, a specialized fixed income asset management firm.
In this episode, Carolina describes her career as a partner of a multibillion dollar firm and discusses her experiences working in finance, from her perspective as a Latina woman.
More specifically, she talks about her work-life balance throughout her career and explains the importance of finding a firm that best supports your personal and career growth.
6) The Skills and Mindset Behind Entrepreneurship and Financial Planning (39:47)
Nicole Carson is the owner and founder of Second Story Wealth Planners, a financial planning firm.
In this interview, she will begin by describing the roles of her position and experience as a business owner. Including, she will highlight how she partners with clients to build a plan toward their financial goals.
Afterward, she will advise how young women can strengthen their approach to managing their own finances.
Lastly, Nicole will provide insight into building the mindset and skills needed to become a successful financial planner, risk-taker, and/or entrepreneur.
7) A Career in International Private Equity (38:42)
Andrea Onate is the Global Head of Private Equity Co-investments at the International Finance Corporation (IFC), the $100BN private sector arm of the World Bank. Andrea describes her inspiring career in the world of international private equity by explaining the influence of PE in sustainable investing and the role of the IFC in Latin American, African, Asian, and Middle Eastern markets. For those interested in working in emerging markets, she elaborates on the different careers within private equity and provides advice on how young women can enter this field. Moreover, throughout the interview, Andrea shares the journey of her unique career path to her current leadership position at the IFC, including her experiences as a woman working in one of the most challenging and exciting areas in finance.
8) The Educational Requirements Behind a Career in Financial Services (35:00)
In this episode, Gigs Taylor-Stephenson shares her very fascinating career journey, starting as a financial services professional at a broker-dealer on Wall Street to becoming a chief compliance officer and Wall Street Bound and Kaplan educator.
Highlighting her passion for helping young people enter the world of finance, Gigs explains the highly intensive exam requirements for becoming a financial services professional (such as the Series 7 and SIE exams) and how she helps structure educational programs and prepare young professionals for this process.
Gigs additionally discusses overcoming the challenges of being a woman and Black professional on Wall Street in the early start of her career and provides very valuable advice on financial literacy and career development. With over several decades of a very successful career in finance, Gigs is an inspirational role model for many young women interested in exploring a career on Wall Street.
9) An Exploration of Business Development and Investor Relations in the Hedge Fund Industry - Part 1 (46:30)
Angela Samfilippo Gorder has observed the dawn and development of the hedge fund industry from every angle.
Angie has over 25 years of experience in the alternative investment industry. Branching from her start as a tax consultant for Arthur Anderson's hedge fund advisory group, she has served as a senior research analyst, worked under Bank of America's prime brokerage's capital raising group, and led business development and investor relations at a hedge fund; in this position she watched her firm grow from 400 million to 10 billion in assets. However, that's not all! Incredibly multitalented, Angie then transitioned her career to pursue a bigger goal of changing the finance industry by creating a consultancy, Samfilippo & Co, to improve women's leadership positions in finance. For this ambition, in 2020, Angie was recognized as one of the Hedge Fund Journal's 50 Leading Women in Hedge Funds.
Sharing her multifaceted experience, Angie will explain each field she has worked in and the personal and financial skills necessary to succeed in these careers.
Part 1 of this series will focus on her successful career in the hedge fund world. It will explore the ins and outs of business development and investor relations as Angie explains her path into finance from her small hometown in Michigan.