UCS Finance Trek - September 8-10

University Career Services invites undergraduate students to join us on our September Finance career treks to New York City!  Get an insider’s perspective on what it’s like to work at some of the top employers in the Finance industry while connecting with Northwestern alumni and industry professionals.

Information about the Finance Trek

What is the Finance Trek?

This trip will provide students interested in Investment Banking the opportunity to meet and network with key professionals at some of New York’s major financial institutions. Students will visit up to eight investment banks during the trip and have an opportunity to network with top professionals and recent graduates to learn more about each firm and develop contacts, while conveying their own interest in Investment Banking.

This trek is intended for students entering their sophomore or junior year with a demonstrated interest in Investment Banking. Applicants must be on-campus during Spring 2014.

Selected students will be responsible for their own transportation to and from New York City. In addition, selected students will be responsible for a non-refundable $250.00 deposit. The deposit will be used to cover hotel accommodations for all attendees, transportation around New York City, and some additional costs. To learn more, please visit “Expenses/Costs”

Don’t miss this opportunity to network with key professionals and position yourself well for a future in Investment Banking! 

What Firms are on the itinerary?

The schedule for this year’s trek is not finalized, but will include many of New York’s premiere Investment Banks, such as: Bank of America | Barclays | Blackstone | Citigroup | Credit Suisse | Deutsche Bank | Evercore | Goldman Sachs | Greenhill | Jefferies | JP Morgan | Lazard | Moelis | Morgan Stanley | UBS

What students qualify to attend the finance trek?

This trek is intended for students entering their sophomore or junior year with a demonstrated interest in Investment Banking. Applicants must be on-campus during Spring 2014. Selected students will be responsible for their own transportation to and from New York City. In addition, selected students will be responsible for a non-refundable $350.00 deposit. The deposit will be used to cover hotel accommodations for all attendees, transportation around New York City, and some additional costs. To learn more, please visit “Expenses/Costs

Application Material

What application material is needed?

  1. Finance Trek Application Information (pdf)
  2. Finance Trek Application (pdf)

Completed applications should be submitted via email to BOTH Maggie Heffernan, Assistant Director, University Career Services, and Roland Lu. Your email should include 2 attachments:
1.    Resume
•    Please title your resume “LastName, FirstName Resume”
•    Please make sure your resume includes your updated GPA, including Winter 2014 results.
2.    Written responses to the questions included in APPLICATION PACKET
•    Please title your written responses “LastName, FirstName Application”

Please direct any questions about this year’s application to Roland Lu

Deadlines and Timeline

What is the deadline to apply for the Finance Trek?

The deadline to apply is 11:59 PM CST on Fridaqy, April 18. No applications will be considered after the deadline

When will applicants be notified if they've been invited for an interview?

Applicants will be notified via email by Saturday, April 19 whether they have been selected for an interview

When do interviews take place?

Interviews take place between Monday April 21 & Tuesday April 22.

When will students be notified they've been accepted for the trek to NY?

Selected students will be notified via email on Wednesday, April 23.

When is the deposit due?

The $250.00 deposit is due to Maggie Heffernan in UCS by Friday, May 30.

Expenses/Costs

What are the expected expenses/costs?

Each selected student will be expected to pay a non-refundable $250.00 deposit. This deposit will be used to cover the cost of hotel rooms for the duration of the trek, transportation around New York City, and some additional costs (printing of materials, etc.).

Each selected attendee is expected to cover his/her own travel to and from New York City. In addition, each attendee should expect to cover all meals during the trek. Travel costs will vary by student depending on originating location and whether students plan to drive or fly to New York City. Students can expect to pay between $30 and $50 each day for food/meals.

Financial concerns should NOT prevent any student from applying to the Wall Street Trek. If you have any financial concerns related to the $250.00 deposit or travel expenses, please contact Maggie Heffernan in University Career Services. Financial assistance may be available to students who currently receive financial aid from Northwestern.

Frequently Asked Questions

Who is eligible to apply?

Northwestern University students entering their sophomore or junior year will be considered. Students from all majors are welcome to apply, though students must show a demonstrated interest in and an understanding of finance, specifically Investment Banking. In order to be considered for the trek, students must be on campus during Spring 2014 and available to travel to New York City September 8-10, 2014.

How many students will be selected for the trek?

We are looking for any qualified student to attend, with a maximum number of 20 attendees.

What are the requirements to participate once selected?

Students who are selected to participate in the trek will be required to complete the following:
•    Pay a $250.00 non-refundable deposit; these funds will be used to cover hotel accommodations for all participants, transportation around New York City, and some additional costs. Deposit is due by Friday, May 30.
•    Attend the required Trek Orientation (TBA).
•    Arrange transportation to and from New York City and submit travel plans to Maggie Heffernan and Roland Lu this summer.
•    Complete 1 resume review with Maggie Heffernan in UCS and 1 resume review with Roland Lu. Final resumes are due to Roland Lu by Sunday, August 31.
•    Help prepare and develop firm profiles; more information will be provided at orientation.

Who will be evaluating the application materials and choosing the students?

Roland Lu, Wall Street Trek Director, will be evaluating all applications and making final selections.

Where will I stay during the trek?

University Career Services will arrange hotel accommodations for all participants for the nights of Monday, September 8th and Tuesday, September 9th.  More information on the specific hotel and location will be made available this summer. Each student will be sharing his/her hotel room with one other student of the same gender; each student will have his/her own bed.

All trek participants are required to stay in the hotel arranged by UCS.

Can I request a roommate?

Yes. If you know someone else attending the trek, you may request to room with him/her in the hotel. Only male/male and female/female roommates will be allowed. All requests will be accepted once students are selected for the trek. If you do not request a roommate, one will be assigned.

How will I get around the city?

The Subway and a lot of walking! There will be two University staff members leading students with a detailed map, agenda, and travel plan. University Career Services staff will provide each participant with a New York City MTA MetroCard for use during the trek. Be sure to wear or bring comfortable shoes. If you require special accommodations, please email Maggie Heffernan 

What will the itinerary be?

This information will be made available to selected participants as employers confirm their participation. The final itinerary will be shared with participants by September 1, 2014.

Still have questions?

Please contact Maggie Heffernan, University Career Services or Roland Lu, Wall Street Trek Director