BUS 481 Study Guide - Midterm Guide: Investment Banking, Numerical Analysis, Unanimous Consent

• School: Simon Fraser University
• Department: Business Administration
• Course: BUS 481
• Professor: Peter Charlton

Document Summary

Was an associate for almost 3 years. Need to identify candidates w/ profile of outstanding associate & who showed leadership potential of future managing director. Serve investment banking needs of middle market companies. 2/6 vps, 3/11 associates, 6/13 analysts were women (11/60 employees women) Mission: be top investment bank to middle market nationwide. Strategy for gaining greater market share: improve marketing. Before: marketing spread thru word of mouth. Competitive advantage: exclusive focus on middle market & specialized nature of services. (cid:862)k(cid:374)o(cid:449)ledge of (cid:271)uye(cid:396)s i(cid:374) s(cid:373)alle(cid:396) (cid:373)a(cid:396)ket that (cid:373)ost ny fi(cid:396)(cid:373)s do(cid:374)"t ha(cid:448)e(cid:863) client. Culture: mutual respect, collegial (shared responsibility), team-oriented. Value diversity, do not have to fit a mold. Teams consisted of 1 analyst, 1 associate, 1 vp, 1 director/managing director: potential to be great associates. Take initiative, strong analytical & conceptual skills, good writer, excellent interpersonal skills: potential to become great managing directors. Ability to manage & motivate bhc team members, dvlp client relationships, generate new business.