Finance/Investment - Winter Break Opportunity List

You can apply for opportunities through the Student Center, under the Center for Career Development, Winter Break Opportunities.

Applications are due by November 1 by 11:59 p.m.

Not sure if you want to apply?

See what students have to say about their experience. Students Comments on the value of Job Shadowing and Career Networking Dinners.  Want to learn more about Career Networking Dinners?  See our blog post "Demystifying Career Networking Dinners"


Networking Dinners:

Greenwich, CT - Peter Carlson ‘1980, P‘2017, President, Carlson & Carlson, Incorporated;  Peter Gambee, 1982, Managing Director, Barclay's Wealth and Investment Management.

New York, NY - Andy Parker ‘1979, P‘2017, Managing Director, Twenty-First Securities Corporation;  Possibly Scott Estill '96, Partner, Skillcapital LLP, New York, NY;  Mr. Parker's bio can be found here:

King of Prussia, PA - Brett Montich ‘2000, Financial Planner, MetLife;  Kyle Zimmerman '04, Director of Human Resources, Aramark; Donna Montich, High School Spanish teacher

Manhatten, NY - Greg Pinchbeck ‘1990, Global Head of Third Party Risk Mgmt, Business Resiliency & Crisis Mgmt, Global Consumer Banking, Citigroup;  Jeff Franchetti '90, Cheif Information Officer at Cravath, Swaine, & Moore;  Nick Johnson '90, SVP National Sales, NBC Sports Digital, NBC Universal.   Great for students who are: (1) undecided on their career path, (2) have a broad-based business interest and not locked into an industry, (3) a desire to work, (4) entrepreneurial mindset, or (5) students that have studied abroad.

Philadelphia, PA - Charlie Scott ‘1977, P‘2009; 2012, Principal/Owner, CTS Consulting Group, LLC;  Katherine Scott '09, Technology Advisor (Sales Rep) at Evolve IP; Dan Scott '12, Brokerage Writer at The Vanguard Group

Job Shadowing:

Mary Balady P‘2019, Managing Director, J. P. Morgan (Location: New York, NY)  Shadow Description: Assistant to Investor Services Sales staff who cover Institutional clients in the Asset Management Segment

Nick Corcoran P‘2018, U.S. Government Bond Trader, BWT Professional Trading (Location: Belle Mead, NJ)  Shadow Description: Students will get the opportunity to watch a Bond Trader in action. They will see what makes Bond Prices move and what affects the yields on various US Bonds. They will see Bond trading strategies like relative value trades, yield curve trades and long/short strategies. Although it will be impossible to grasp trading in a few hour sitting, students can get an idea of what it is like to be a trader, weather bonds or stocks or commodities. **This will be a casual atmosphere since I work from home. It could be a very busy day or it could be a very quiet day with little going on. No 2 days are alike in trading.

Scott Estill ‘1996, Partner, Skillcapital, LLP (Location: New York, NY)  Shadow Description: Skillcapital was founded in 1998 and works exclusively in the private equity market to both help private equity funds discover and evaluate forthcoming deals (via access to leading executives in various industries) and recruit the best management teams for their portfolio companies. Since being founded, Skillcapital has worked across 5,000 different LBO (Leveraged Buy Out) transactions and with 15 of the top 20 global private equity funds this year to add differentiated alpha to transactions through the most seasoned executives around the world.  The NY office represents the newest geographic expansion for Skillcapital and our goal is the provide the same services to many of the global PE firms we work with in Europe that have North American operations while also expanding our client list to those firms that invest in either North America alone or both North America and internationally that we have not worked with to date.

Stephen Harrell ‘1998, Physical Security Specialist, M&T Bank (Location: Harrisburg, PA)  Shadow Description: While my current position reflects security/aw enforcement, I have previous experience in financial services, so I can talk with students about this industry. I also have experience in management and leadership at previous employers, and as always, seeing how an actual corporate job works has value in and of itself for a college student who may not be familiar. Student will ride along with me during the course of my daily tasks. Since I am responsible for physical security for the whole state of PA, there are a wide variety of possibilities: branch/vault inspections, reviewing camera footage of suspected criminal activity, following up on vendor projects, new employee training, etc. I have contact with almost every department in the bank.

Kevin Horan P‘2019, Director- Fixed Income Product Manager, S&P Dow Jones Indices (Location: New York, NY)  Shadow Description: As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities.

Daniel Gans ‘1976, P‘, CEO, Hoboken Brownstone Company (Location: Jersey City, NJ)  Shadow Description: The experience will span the gamut from financing to environmental testing and policy issues, to new energy initiatives and community development. You will also interact with co-host George Vallone '1976, President, during your experience.

Robert Near P‘2015, Managing Director, BNY Mellon (Location: New York, NY)  Shadow Description: Experience a day on a Trading Floor

John PavlovskyP‘2019, Owner/CPA, John S. Pavlovsky, Jr., CPA (Location: Bordentown, NJ)  Shadow Description: I am a Certified Public Accountant providing accounting and tax services for small businesses and individuals. The shadowing experience will include watching and participating in bookkeeping functions, meetings, tax return preparation and other issues that may arise on that day. My office has participated in several job shadowing activities with area high schools and colleges. My staff and I try to expose the participants to a wide variety of situations and activities.

Matt Rockstroh ‘1987, Chief Operating Officer, Horan Capital Management, LLC (Location: Hunt Valley, MD)  Shadow Description: Spend the day in a Registered Investment Advisory firm, learn how to invest like Warren Buffett, and understand the ins and outs of financial planning. Get some insights into the pros and cons of working at a large financial services firm vs. a smaller firm.

Kim Russell P‘2019, Vice President, Contract Administration, Valkyrie Enterprises, LLC (Location: Virginia Beach, VA)  Shadow Description: U.S. CITIZENSHIP REQUIRED: I manage contracts for a small, veteran owned government contractor. Valkyrie provides engineering and technical services to the Navy. I am responsible for proposal pricing, negotiating terms and conditions, reviewing revenue, and some financial reporting. Accounts Receivable reports to me. My job is a cross between law and accounting. I'm not a lawyer and I'm not an accountant, but I work with both.

Tom Thurston ‘1981, Principal - Equity Trading, Sandler O'Neill + Partners (Location: New York, NY)  Shadow Description: I am a Partner in a privately held investment bank in NYC. I run the equity trading desk in NY. We are focused strictly on the institutional side of Wall Street. The day will be spent here in NYC on the equity trading desk as well as with other business departments within the firm. Depending on availability of Sandler O’Neill employees I will try and have the individuals spend time in; Equity Research, Capital Markets, Investment Banking, Quant’s, Fixed Income Sales & Trading as well as with my equity sales traders and equity research sales people. Our day starts with a 7:30AM sales meeting and can run until 6:00 or 7:00PM if we have a deal or management team in presenting although we usually end things around 4:30 or 5:00 depending on what has transpired on that particular day. (Experience is best suited for a junior)

Catherine Wood P‘2015, CEO, ARK Investment Management (Location: New York, NY)  Shadow Description: Student will join company meetings - Morning meeting (daily), stock meetings (Monday), research meetings (Thursday) and brainstorming session (Friday). Student would also join conference calls and other outside meetings.

Glenn Williamson P‘2019, Assistant Professor, Georgetown University (Location: Washington, DC)  Shadow Description: I teach in the Masters in Real Estate program and own my own advisory business Students will attend a class in the Masters program as well as site visits to a real estate project of interest which could include any of my projects (free roofs, medical office buildings et al).

You can browse the entire list of opportunities by Location.  You can also browse opportunities by category. You can easily search through the opportunities by hitting CTRL+F to bring up a search box in your web browser or PDF. 

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