涓夛級锝滄潕鏅?Cassandra Lee

Posted 2021-07-25 BabsonCSSA

鐐逛笂鏂硅摑瀛楀叧娉?/span>CSSA

鏀惰幏鏇村骞茶揣馃憜锝?/span>

鍓嶈█

Alumni Interview锛屾槸Undergrad CCD 浣曞ソ鑰佸笀鍜孋SSA 浜?020骞寸瀛ｆ帹鍑虹殑绯诲垪鏂囩珷锛岄€氳繃閲囪鍚勮鍚勪笟涓殑浼樼涓浗鏍″弸锛屽府鍔╁ぇ瀹舵帰绱abson涓浗姣曚笟鐢熺殑姹傝亴涔嬭矾锛屽垎浜亴涓氬共璐с€?/p>

鏈湡鍢夊

Cassandra Lee 鏉庢櫞

姣曚笟骞翠唤锛?/strong>2017

Concentration: Business Administration and Management

Jefferies| Full-time

Equity Research Associate, 2019-now

John Hancock Financial Services| Full Time

Associate Investment Analyst, Jul 2017 - Jun 2019

JP Morgan Chase & Co. | Part Time

Summer Corporate Analyst, Jun 2016 - Aug 2016

璁胯皥鍐呭

Q:

鎮ㄧ殑灏变笟閬撹矾浠ュ強鎵惧埌鐪熸鐨勯亾璺崄鍒嗘湁瓒ｏ紝鎮ㄥ彲浠ヤ笌鎴戜滑鍒嗕韩鏇村鍏充簬鎮ㄧ殑灏变笟閬撹矾鍚楋紵

    鎴戝湪涓夊勾鍐呭畬鎴愪簡澶у鐨勫涓氬洜涓鸿繘鍏ュぇ瀛︿箣鍓嶏紝鎴戝湪楂樹腑绉疮浜嗚澶欰P鍒? 鎵€浠ュぇ涓夊ぇ鍥涚殑姒傚康瀵规垜鏉ヨ鏄緢妯＄硦鐨勩€備絾鏄垜鏇惧湪JP Morgan锛堟懇鏍瑰ぇ閫氾級鎷呬换澶忓鍏徃鍒嗘瀽甯堛€傚綋鎴戣繑鍥瀊abson瀹屾垚鎴戝ぇ瀛︾涓夊勾瀛︿笟鐨勫悓鏃讹紝鎴戜篃鏈変竴浠藉叏鑱屽伐浣滐紝杩欓檺鍒朵簡鎴戠殑瀹炰範涓庡伐浣滅粡楠屻€?/p>

    褰撴垜姣曚笟浠ュ悗锛屾垜鍦↗ohn Hancock鑾峰緱浜嗘垜绗竴浠?span class="mq-361">鍏ㄨ亴宸ユ媴浠绘姇璧勫垎鏋愬笀銆傜劧鑰屾垜涔熷悗鎮旀彁鍓嶄竴骞存瘯涓氾紝鍥犱负鎴戝け鍘讳簡寰堝鐨勮祫婧愬拰鏇村鐨勬満浼氥€備緥濡傦紝鎴戞湰鏉ュ彲浠ユ嫢鏈夊嚭鍥界暀瀛︿竴骞寸殑鏈轰細銆傛垜瀵规垜鐜板湪鐨勪綅缃劅鍒板崄鍒嗘弧鎰忥紝浣嗘槸濡傛灉鎴戦€夋嫨鍦ㄥぇ瀛﹀緟婊″洓骞?/strong>鐨勮瘽锛屾垜鍙互鑺辨洿灏戠殑鏃堕棿鏉ュ埌杈炬垜鐜板湪鐨勪綅缃?/p>

Q: 鎮ㄨ涓鸿幏寰椾互鍓嶅拰鐜板湪鐨勫疄涔犲拰宸ヤ綔鐨勫師鍥犳槸浠€涔堬紵

   

    棣栧厛锛屾垜璁や负杩欐槸涓€涓?span class="mq-411">鏁板瓧鎴樻湳銆傛垜鐢宠浜嗕竴鐧惧鍏徃锛屾渶缁堝彲鑳藉彧杩涘叆浜嗗嚑瀹跺叕鍙搞€傚綊鏍圭粨搴曪紝杩欏彲鑳借窡杩愭皵涔熸湁鍏崇郴銆傚彟涓€閮ㄥ垎锛屽氨鏄姫鍔涘涔犱笌鍏呰冻鍑嗗闈㈣瘯鐨勮繃绋嬨€傛垜鏉ヨ嚜鍙版咕锛屾墍浠ヨ嫳鏂囦笉鏄垜鐨勬瘝璇€傛垜鏇存病鏈夋兂鍒扮編鍥界殑闈㈣瘯鏇村儚鏄亰澶╁璇濆紡鐨勶紝鎵€浠ユ垜鍑嗗浜嗘紨璁茬涓庤崏绋裤€傚湪鎴戠浜屼釜鏆戝亣鏃讹紝鎴戝湪JP Morgan瀹烇紝鎴戠殑鏈嬪弸璺熸垜鏉ヤ簡涓€鍦烘ā鎷熼潰璇曪紝鎴戜簡瑙ｅ埌锛岄潰璇曟洿澶氱殑鏄湅浣犵殑涓€т笌琛屼负涓炬銆?/p>

 CFA锛堟敞鍐岄噾铻嶅垎鏋愬笀锛?/strong>缁濆鐨勫府鍔╀簡鎴戯紝褰撴垜杞悜璇佸埜鐮旂┒鏃讹紝鎴戠湡鐨勭敤鍒颁簡寰堝銆傚畠涓庤璇佹病鏈夊叧绯汇€傚綋鎴戝湪John Hancock闈㈣瘯鏃讹紝鎴戞彁璧蜂簡寰堝銆傚畠涔熻〃鏄庝簡鎴戝閲戣瀺棰嗗煙鐨勫叴瓒ｏ紝骞朵负姝や粯鍑轰簡姹楁按銆?/span>

    鐒惰€屽鏋?span class="mq-425">搴斿眾姣曚笟鐢?/strong>鎯宠琚綍鍙栵紝浠栦滑闇€瑕佸仛濂藉厖瓒崇殑鍑嗗銆傛椂涓嶆椂鐨勬垜浼氭敹鍒板簲灞婄敓鐨勭畝鍘嗐€傚湪浠栦滑涔嬩腑锛屾垜鐭ラ亾鏈変簺浜烘槸娌℃湁鍋氬ソ鍑嗗鐨勶紝鎴戜笉鎯虫帹鑽愪粬浠埌鍏徃鍥犱负杩欎細褰卞搷鐨勫悕澹般€傚彟澶栦竴涓緢鏈夊府鍔╃殑灏忔彁绀哄氨鏄笉瑕佸湪鍑屾櫒涓夌偣鐨勬椂鍊欏彂閭欢l銆備腑鍗堝崄涓€鐐瑰埌涓嬪崍涓ょ偣鏄綘鏈€濂界殑鏈轰細锛屽洜涓烘垜璁や负涓崍楗殑鏃跺€欏ぇ瀹朵細鍋氫竴浜涘皯鍔ㄨ剳瀛愮殑宸ヤ綔銆備綘杩樺繀椤昏鍦ㄧ數瀛愰偖浠朵腑鍋氬ソ鍑嗗锛屾瘮濡備綘瑕佷粙缁嶄綘鐨勪紭鐐逛互鍙婁负浠€涔堜綘鐨勪紭鐐逛笌浣犵敵璇风殑宸ヤ綔鏈夊叧绯汇€備綘涔熷彲浠ヤ娇浣犵殑閭欢鏇村姞鐨勪釜鎬у寲锛岃繖涓彲浠ラ€氳繃鐮旂┒鍛樺伐鐨勮儗鏅苟鑰冭檻涓庝粬鍜屼綘鐨勫伐浣滅粡楠岀浉鍏崇殑鍦版柟銆傚湪鑲℃潈鐮旂┒涓紝鎷涜仒杩囩▼寰€寰€寰堢洿鎺ワ紝鍥犱负鍦ㄦ渶鍚庡彲鑳藉彧鏈変竴涓や釜浜烘潵瑙夊緱褰曚笉褰曞彇浣狅紝鎵€浠ヤ笉瑕佸鎬曚笌鎷涜仒鍥㈤槦涓殑浜烘帴瑙︺€?/span>

Q: 鎮ㄨ兘鍚﹁缁嗚鏄庢偍鍦ㄨ偂鏉冪爺绌舵柟闈㈢殑鑱屼笟閬撹矾锛屼互鍙婂湪鎷涜仒搴斿眾姣曚笟鐢熸椂鍦ㄥ鎵句粈涔堝憿锛?/p>

    

    鑲℃潈鐮旂┒涓庢姇璧勯摱琛屽拰鍏朵粬鐨勯噾铻嶉」鐩槸骞朵笉涓€鏍风殑銆?span class="mq-478">鍒嗘瀽甯堝疄闄呬笂鏄鑱樹负鍔╃悊锛岀劧鍚庢槸楂樼骇鍔╃悊锛屾渶鍚庢墠鑳芥垚涓哄垎鏋愬笀銆備綘鏅嬪崌閫熷害寰€寰€涓庡叕鍙稿叧绯汇€侸efferies鏄熀浜庝綘鑷繁鐨勮〃鐜帮紝鍥犳鏈夌殑浜哄彲浠ュ緢蹇殑鏅嬪崌銆傚綋浣犳垚涓轰簡涓昏鍒嗘瀽甯堟椂锛屼綘灏嗗彲浠ユ湁鏉冨埄娑电洊鑷繁鐨勯鍩熴€備篃鏈夊緢澶氫汉浼氬鎵惧叾浠栧氨涓氭満浼氥€傝偂鏉冪爺绌朵汉鍛樻湁鏃朵篃浼氬幓鍒板鍐插熀閲戞垨鑰呯鍕熻偂鏉冨叕鍙搞€傛瘮濡傝锛屾垜鐨勪竴浣嶅悓浜嬮€夋嫨鍔犲叆浜嗕竴瀹剁鍕熻偂鏉冨叕鍙稿叕鍙革紝鍥犱负浠栬礋璐ｇ殑鏄€昏緫棰嗗煙銆傝繕鏈変竴绉嶉€夋嫨灏辨槸浣犱负浣犵殑瀹㈡埛鎻愪緵绠＄悊鍜屾姇璧勭殑宸ヤ綔銆傝繖浜涙槸鎴戜妇鐨勪緥瀛愰噷闈㈠瓨鍦ㄧ殑鍏卞悓鎬с€?/p>

    瀵逛簬鍏ラ棬鍨嬬殑鏍囧噯锛屾垜璁や负浣?span class="mq-482">闇€瑕佹渶鍩烘湰鐨勯噾铻嶈储鍔¤兘鍔?/strong>锛屼妇涓緥瀛愬氨鏄綘瑕佷細鍋氳储鍔℃姤琛―CF锛岃繖浜涚粏鑺傛槸寰堥噸瑕佺殑銆傚彟澶栵紝浣犱篃闇€瑕佹嫢鏈夋紨璁茶兘鍔涳紝鍥犱负浣犻渶瑕佸洖绛斾竴浜涘繀瑕佺殑闂骞剁粰浜堜綘鐨勬兂娉曘€傝偂鏉冪爺绌跺線寰€涓庝汉浠兂璞＄殑鐩稿弽銆傚疄闄呬笂锛屼綘涓嶉渶瑕佷竴鐩村緟鍦ㄥ姙鍏閲岋紝浣犻渶瑕佷笌寰堝瀹㈡埛杩涜浜ゆ祦涓庢矡閫氥€備釜鎬у線寰€鏄ぇ閮ㄥ垎鐨勬爣鍑嗭紝褰撶劧涔熸湁鍏朵粬鐨勬爣鍑嗘瘮濡傝閫夋嫨鍜屾姇璧勮偂绁ㄣ€?/span>

Q:鍦ㄦ偍鐨勫伐浣滀腑鏄惁鍙戠敓杩囦竴浜涙湁鎰忔€濈殑浜嬩欢鍛紵

    

    璧屽満杩欎釜鑱屼笟璁╂垜鏈夋満浼氬幓鎺ヨЕ浠ュ強绠＄悊鍚勫紡鍚勬牱鐨勪笢瑗裤€傚湪鏃ュ父宸ヤ綔涓紝鎴戦€氬父浼氬拰瀹㈡埛浠┛姊簬涓嶅悓鐨勮祵鍦恒€備絾杩欓」宸ヤ綔缁欎簡鎴戜簡鏋佸ぇ鐨勭伒娲绘€у拰鑷敱绌洪棿锛涙瘮濡傛湁浜涙椂鍊欙紝鎴戝拰瀹㈡埛浠細閫犺浜斾釜涓嶅悓鐨勮祵鍦猴紝鏈€鍚庡喅瀹氬湪鏌愪釜浣撹偛閰掑惂瑙傜湅浣撹偛璧涗簨銆傚張濂芥瘮濡傦紝 鍦ㄦ柊鍐犵柅鎯呯垎鍙戜箣鍓嶏紝鍦ㄥ伐浣滀箣浣欙紝鎴戝拰鏈嬪弸褰撴椂寰€杩?灏忔椂涓€鏃ユ父閫犺浜嗘媺鏂淮鍔犳柉銆傝櫧鐒惰繖绉嶇敓娲诲惉涓婂幓鐢氭槸婊嬫鼎锛屼絾鍦ㄥ伐浣滄椂鎴戜篃鏄潪甯稿繖纰岀殑銆傛垜姣忓ぉ灏嗚繎瑕侀€犺鍏釜璧屽満锛?鍦ㄦ瘡涓祵鍦鸿姳浜嗗ぇ绾?0鍒嗛挓锛屽湪杩欎箣鍚庢垜鍙堣椹笉鍋滆箘鐨勫垏鎹㈠埌涓嬩竴涓祵鍦猴紝杩欑宸ヤ綔鐘舵€佺湡鐨勫緢绱у紶銆?/span>

    鎴戣涓?span class="mq-540">鑲℃潈鐮旂┒鏈夋椂鏇村儚鏄攢鍞伐浣?/strong>锛屽綋鎴戝湪涓庡鎴锋矡閫氭椂鎴戝弽鑰屽緢浜彈銆傛垜骞虫椂浼氶個璇峰鎴蜂滑鍘诲悆楗拰濞变箰銆侸efferies鎷ユ湁涓€寮犻害杩€婂箍鍦虹殑瀛ｅ害闂ㄧエ锛屽洜姝ゆ垜浼氭嫢鏈夌悆璧涙渶鍓嶆帓鐨勯棬绁ㄣ€傚鏋滄垜鏈変竴浣嶅崄鍒嗛噸瑕佺殑瀹㈡埛闇€瑕佸缓绔嬪弸璋婏紝鎴戜細浣跨敤鎴戠殑闂ㄧエ閭€璇蜂粬浠幓娆ｈ祻鐞冭禌锛屽苟涓旀垜鐨勫叕鍙镐細甯垜鎶ラ攢闂ㄧエ鐨勯挶銆傛湁鏃舵垜鍙互鍙戣捣涓€鍦轰細璋堝苟涓斿寘鍚潃鐗涙帓鏅氶銆傛垜璁や负杩欎簺閮芥槸鎴戝伐浣滈噷鍗佸垎鏈夎叮鐨勯儴鍒嗐€?/span>

Q:鍦ㄦ偍鏉ョ編鍥界殑鍒濇湡锛屾湁閬囧埌杩囦粈涔堣瑷€闅滅涓庝氦娴侀棶棰樺悧锛熷鏋滄湁鐨勮瘽锛屽彲浠ヤ笌澶у鍒嗕韩涓€涓嬫偍鍏嬫湇璇█闂鐨勭粡楠屽悧锛?/p>

    鏉ョ編鍥戒箣鍓嶏紝鎴戝湪涓€涓彴鍖楃殑鍥介檯瀛︽牎灏辫锛屾墍浠ユ垜鏈変竴瀹氱殑鑻辫鑳藉姏锛屽苟娌℃湁閬囧埌杩囧緢澶х殑璇█浜ゆ祦闅滅銆傛垜璁や负鎴戝垵鍒扮編鍥芥椂涓昏鐨勯棶棰樻槸鑻辫鍐欎綔銆傚氨绠楀湪涓枃璇涓紝鎴戠殑鍐欎綔涔熶笉绠楀お濂姐€傛垜鐨勫叕鍙窰ancock&Jefferies鍒氬ソ鍙堝鍐欎綔閲忚姹傚緢楂橈紝鏈変竴娆＄敋鑷宠姹傛垜浠畬鎴愪竴绡?0椤电殑鐮旂┒鎶ュ憡銆傛垜闇€瑕佸幓閫傚簲楂樼骇缁忕悊鐨勫啓浣滄柟寮?/strong>锛岃繖鏄垜閬囧埌杩囩殑涓€涓ぇ闂銆?/p>

    铏界劧鍐欎綔鏄竴涓ぇ闂锛屼絾鏄垜璁や负Babson甯姪浜嗘垜璁稿鍦ㄥ伐浣滄柟闈㈤亣鍒拌繃鐨勫啓浣滈棶棰樸€傛垜璁板緱鎴戞浘鍙備笌杩囦竴鑺傚挩璇㈢浉鍏宠绋嬬殑鐮旂┒椤圭洰锛岃繖涓」鐩腑鐨勫悇绉嶇湡瀹炴渚嬭繕鏈夊啓浣滅浉鍏崇殑妗堜緥瀛︿範甯姪浜嗘垜璁稿銆傛垜寤鸿澶у鍙互澶氫笂涓€浜涘啓浣滄柟闈㈢殑璇剧▼骞惰鐪熺殑瀹屾垚姣忎竴椤逛綔涓氾紝涓嶈灞€闄愪簬鍟嗙涓撲笟璇剧▼锛屼竴浜涙枃瀛︿笌鑹烘湳鐩稿叧鐨勮绋嬩篃鍙互甯姪澶у鎻愬崌鍐欎綔鑳藉姏銆?/p>

Babson College 

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