WALL STREET EXCHANGE SUMMER PROGRAM (WSE)

A Supplement to Your Summer Internship

TABLE OF CONTENTS

Wall Street Exchange Summer Program - A Description 2

Procedures

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Wall Street Exchange Summer Program (WSE) 2014 Application

Package Applications are due by: Monday, May 12, 2014

3 - 11

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WALL STREET EXCHANGE SUMMER PROGRAM – PROGRAM DESCRIPTION

The Wall Street Exchange Summer Program (WSE) is a career development program designed to augment

and coincide with the summer internship work experience of select qualified students who are between

their junior and senior years of college and who are employed a s s u m m e r i n t e r n s in the New York

metropolitan area. The WSE IS NOT AN INTERNSHIP OPPORTUNITY AND DOES NOT PROVIDE INTERNSHIPS

FOR STUDENTS. The program is open to both women and men, and there is no cost to students to apply or

participate.

BENEFITS OF PARTICIPATION IN THE WSE INCLUDE: Exciting opportunity to enhance job search skills while learning about leadership skills and thinking

strategically about career choices.

Participation in events and programs hosted at various Wall Street firms. Events are designed to

strengthen the skills necessary to execute a successful undergraduate full-time job search in

financial services and related fields. Topics covered in formal education programs have included:

resume writing, interview techniques, business etiquette and more.

Opportunity to begin building a professional network of like-minded professionals who also participate

in the program, including interns and employees from sponsor firms.

Access to FWA members – FWA members attend the WSE program sessions and can also be

referred to participants in the program for sharing professional and personal advice as well as

for networking.

Qualification for FWA membership. Typically candidates for full membership in the FWA must have

either four years of professional experience in a financial position or two years of s u c h experience

with an advanced degree in business or law. However, associate memberships are also available for

candidates with less professional experience, including FWA WSE alumni.

APPLICATION PROCEDURES:

Each candidate must complete an application form, which will be reviewed by the FWA’s College Connections

Committee. The application form is available at your college placement office or on the FWA website

(www.fwa.org).

The College Connections Committee requires an official college transcript and two recommendations for

each student applicant as part of the application submission. At least one r e c o m m e n d a t i o n must

be an academic recommendation; the other may be an additional academic recommendation or a

reference from an employer with whom you have worked or interned in the past 18 months.

While the prerequisite for qualification is a paid summer internship in the New York City metro area with a

financial services company or a financial position with a non-financial services company, applicants who are

completing the job interview process will be considered for the Wall Street Exchange Summer Program.

Your summer job employment status will be confirmed in late May when the College Connections Committee

contacts applicants with follow-up questions and to notify applicants of acceptance to the program.

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WALL STREET EXCHANGE SUMMER PROGRAM (WSE)

A Supplement to Your Summer Internship

2014 Application Package

WALL STREET EXCHANGE

SUMMER PROGRAM REQUIREMENTS

Interest in exploring a career in finance

Minimum GPA of 3.0 on a 4.0 scale

Completion of junior year of college

Paid summer internship position in New York City metropolitan area with

a financial company or in a finance capacity with a non-financial services

company

The WSE program is open only to undergraduate students.

KEY DATES

Applications must be sent to the FWA office by: May 12, 2014 (application deadline)

Review of Applications by the FWA’s College Connections Committee: May 5, 2014 – May 19,

2014

Applicant interview contact dates: May 13, 2014 – May 27, 2014

Notification of Acceptance, Decline or Wait list by: May 30, 2014 (Wait list students must

meet all program criteria.)

SUBMISSION INFORMATION:

Mail Application to:

Wall Street Exchange Coordinator Financial Women’s Association of New York

215 Park Avenue South, Suite 1712

New York, NY 10003

FWA - Phone: 212- 533-2141 − Website: www.fwa.org > Committees > College Connections > Wall Street Exchange

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APPLICATION CHECKLIST:

Please read all requirements and procedures relating to the WSE

before completing the application.

Complete the application form in its entirety; be sure to also review and

complete the Acknowledgment and Consent at the bottom of the form.

Include two separate letters of recommendation, including one

academic – Please have your recommendations completed on the

enclosed forms (see pages 7 – 10). They may be returned in one of

the following ways: in sealed envelopes OR scanned and returned via

email directly from the recommender to: FWAOffice@fwa.org

Include your resume Include your official college transcript

Important note: It is important to understand the program takes place on a weekly basis for a period of 9

(nine) weeks, typically from 6:00 – 8:00pm. Please be mindful that to qualify for

completion of the program and receive a certificate of completion, attendance is required

at all sessions with a maximum of two allowable absences. Therefore, prior to applying,

you are strongly encouraged to check with your internship contact or employer to ensure

your participation in the WSE is feasible! For the first ‘kick-off’ session of the program,

your attendance is mandatory. This first session is targeted for an evening, during the

week of June 9th, from 5:45-8:30 pm.

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WSE APPLICATION INSTRUCTIONS

APPLICATION FORM Complete all sections of the Application Form, including Personal Information, Contact

Information, Education and Internship Information, as well as the Acknowledgment and

Consent at the bottom of the form. C ont act I n form ati on IMPORTANT – You MUST include a phone

number where you may be reached between May 5, 2014 – May 30, 2014, the time

during which the College Connections

Committee reviews applications and

expects to contact applicants with follow-

up questions, to schedule interviews, and

to notify applicants of acceptance to the program. We will make two attempts to

reach you at the number you designate.

If you have not heard from the Committee

by May 27, 2014 regarding an interview,

please contact the Wall Street Exchange

Coordinator at FWAOffice@fwa.org. I n t e rns h i p I n f o rma t i o n While a prerequisite for qualification is a summer

i n t e r n s h i p position in the New York City

metropolitan area with a financial services

company or a financial position with a non-financial services company, applicants who are

completing the interview process will be

considered. Your employment status must

be confirmed by May 30, 2014. Education Information The College Connections Committee requires an

official college transcript as part of the

application submission. If you have difficulty securing an official copy within the timeframe of the application deadline, you may include an unofficial transcript for review, including an explanation in a cover letter stating the reason the official transcript was not included. You MUST send a follow up official copy from your College’s Registrar to participate in the program.

RECOMMENDATION FORMS

The College Connections Committee requires two separate recommendations from each

student applicant. At least one must be an academic recommendation; the other may be an

additional academic recommendation or a

reference from an employer with whom you have worked or interned in the past 18

months. Two separate recommendation forms are included with the Application Package.

Recommenders may choose to write their recommendation in an essay format,

considering the various questions we have

posed. Ask your recommender to enclose the completed form in an envelope, sealed and

signed with his or her name across the back flap of the envelope and return it to you.

Include the envelope with your application

materials. Alternatively, the recommender may scan and email his or her recommendation

directly to the FWA office at: FWAOffice@fwa.org. The email subject line

must include “WSE 2014 – [student name]

Recommendation.”

PERSONAL STATEMENT

This is your opportunity to share additional information you believe is relevant in helping the

College Connections Committee consider your application. You may include, but are not

limited to, your expectations for the WSE in relation to your professional goals and what

you believe you will contribute to the success

of the program. Please try to limit your response to 500 words.

The personal statement is required for all

applications. Use the statement as an

opportunity to tell the committee how you expect to be a valuable member of the summer

program.

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WSE APPLICATION FORM

PRINT LEGIBLY OR TY P E

1. PERSONAL INFORMATION

FIRST NAME LAST NAME

2. CONTACT INFORMATION

COLLEGE RESIDENCE STREET ADDRESS

CITY STATE ZIP EFFECTIVE DATE

COLLEGE RESIDENCE TELEPHONE COLLEGE E-MAIL

( )

HOME STREET ADDRESS

CITY STATE ZIP EFFECTIVE DATE

TELEPHONE

*IMPORTANT* CONTACT NUMBER FROM 5/5/14– 5/30/14 E-MAIL ADDRESS

( )

OTHER TELEPHONE

( )

3.

EDUCATION

MAJOR STUDY

GRADE POINT AVERAGE (GPA) / POINT SCALE

4.

INTERNSHIP INFORMATION

COMPANY CONTACT NAME COMPANY CONTACT PHONE

( )

INTERNSHIP START DATE INTERNSHIP COMPLETION DATE

5. ACKNOWLEDGEMENT AND CONSENT

Wall Street Exchange Summer Program weekly events may be filmed, photographed and recorded. By participating in the program and attending an event, you acknowledge that all images, photographs and recordings are the property of the FWA of New York, Inc. (the “FWA”). You also authorize the FWA and its designees to use your image, likeness, and voice in connection with any reproduction, distribution and broadcast (in any medium now known or hereinafter developed) of the event, including footage or recordings produced by third parties and licensed by the FWA, and you further authorize the FWA to use the same in its online and offline business communications and marketing.

The FWA may use your contact information to provide you with information about the program or the organization, or to notify you about events that may be of interest to you. We do not share any contact information with individuals or companies outside of the FWA and the firms sponsoring Wall Street Exchange events.

PLACE CHECK IN BOX TO INDICATE CONSENT: SIGN OR TYPE FULL NAME:

Emergency Contact (Phone Number & Relationship)

( )

COLLEGE NAME ENDING DATE OF SPRING TERM

COMPANY NAME POSITION / TITLE / BUSINESS AREA

WSE 1st RECOMMENDATION FORM

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N ote to the R ecom m ender: The person whose name appears below is applying for admission to the FWA of New York, Inc. (the “FWA”) Wall Street Exchange Summer Program (“WSE”). Your candid assessment of the applicant will assist the FWA’s College Connections Committee in its evaluation and we thank you for your considerable time and effort. Please print or type your responses below. You may choose to write your recommendation in an essay format, considering the questions on this form. Please enclose the 2-page recommendation in an envelope, sealed and signed with your name across the back flap of the envelope, and return it to the applicant to include with the application. Alternately, you may scan and email the recommendation

directly to the FWA office at: FWAOffice@fwa.org. The email subject line must include “WSE 2014 – [student name] Recommendation.”

N ote to Applicant: Please complete the information in the box below. Ask your recommender to enclose the completed form in an envelope, sealed and signed with his or her name across the back flap of the envelope and return it to you. The envelope should be provided by you to the recommender. Include the sealed envelope with your application materials. Alternately, the recommender may scan and email the recommendation directly to the FWA office at: FWAOffice@fwa.org. The email subject line must include “WSE 2014 – [student name] Recommendation.”

RECOMMENDATION WSE 2014 NAME OF RECOMMENDER

Name of Applicant FIRST NAME LAST NAME

DATE APPLICANT SIGNATURE

1. How long have you known the applicant and in what context? Please comment on the frequency and context of your interaction.

2. What do you consider to be the applicant’s main talents and strengths?

3. What do you consider to be the applicant’s weaknesses or developmental needs?

4. In what developmental areas has the applicant changed most over time?

WSE 1st RECOMMENDATION FORM

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5. Please give us your appraisal of the applicant in terms of the qualities listed below.

No Information

Below Average

Average Good Excellent Outstanding

Integrity Leadership Potential Sensitivity to Others Self-Confidence Personal Maturity Professional Maturity Imagination and Creativity Motivation Intellectual Ability Analytical Ability Quantitative Ability Organizational Skills Teamwork Skills Oral Expression Ability

6. Please feel free to comment on the ratings that you have assigned in Item 5 and make additional statements about the applicant’s record, potential, or personal qualities that you believe would be helpful to the College Connections Committee in considering this person’s application for the WSE.

Recommender’s Signature

RECOMMENDER’S NAME (PLEASE PRINT) DATE

POSITION/TITLE ORGANIZATION

BUSINESS STREET ADDRESS

CITY STATE ZIP

TELEPHONE E-MAIL

( )

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WSE 2nd RECOMMENDATION FORM

N ote to the R ecom m ender: The person whose name appears below is applying for admission to the Financial Women’s Association (the “FWA”) Wall Street Exchange Summer Program (“WSE”). Your candid assessment of the applicant will assist the FWA’s College Connections Committee in its evaluation and we thank you for your considerable time and effort. Please print or type your responses below. You may choose to write your recommendation in an essay format, considering the questions on this form. Please enclose the 2-page recommendation in an envelope, sealed and signed with your name across the back flap of the

envelope, and return it to the applicant to include with the application. Alternately, you may scan and email the recommendation directly to the FWA office at: FWAOffice@fwa.org. The email subject line must include “WSE 2014 – [student name] Recommendation.”

Note to Applicant: Please complete the information in the box below. Ask your recommender to enclose the completed form in an envelope, sealed and signed with his or her name across the back flap of the envelope and return it to you. The envelope should be provided by you to the recommender. Include the sealed envelope with your application materials. Alternately, the recommender may scan and email the recommendation directly to the FWA office at: FWAOffice@fwa.org. The email subject line must include “WSE 2014 – [student name] Recommendation.”

RECOMMENDATION WSE 2014 NAME OF RECOMMENDER

Name of Applicant FIRST NAME LAST NAME

DATE APPLICANT SIGNATURE

1. How long have you known the applicant and in what context? Please comment on the frequency and context of your interaction.

2. What do you consider to be the applicant’s main talents and strengths?

3. What do you consider to be the applicant’s weaknesses or developmental needs?

4. In what developmental areas has the applicant changed most over time?

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WSE 2nd RECOMMENDATION FORM

5. Please give us your appraisal of the applicant in terms of the qualities listed below.

No

Information

Below

Average

Average Good Excellent Outstanding

Integrity Leadership Potential Sensitivity to Others Self-Confidence Personal Maturity Professional Maturity Imagination and Creativity Motivation Intellectual Ability Analytical Ability Quantitative Ability Organizational Skills Teamwork Skills Oral Expression Ability

6. Please feel free to comment on the ratings that you have assigned in Item 5 and make additional statements about the applicant’s record, potential, or personal qualities that you believe would be helpful to the College Connections Committee in considering this person’s application for the WSE.

Recommender’s Signature

RECOMMENDER’S NAME (PLEASE PRINT) DATE

POSITION/TITLE ORGANIZATION

BUSINESS STREET ADDRESS

CITY STATE ZIP

TELEPHONE E-MAIL

( )

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WSE PERSONAL STATEMENT

Please describe your reasons for applying to the FWA of New York, Inc. (“FWA”) Wall Street Exchange Summer Program (“WSE”).

Please include information that you believe would be helpful to the FWA’s College Connections Committee in understanding you better. Your essay may include but is not limited to the following:

• How would participation in the Wall Street Exchange Summer Program help you reach your professional

goals? Explain your interest in the financial services field. • The WSE is a competitive program and requires a substantial weekly summer commitment. Explain how

you balance different activities, such as school and extracurricular activities. • What do you believe you can contribute to the Summer Program?

(Limited to 500 words) You may print or type your responses below or provide your statement on a separate sheet.