8LC8ul1MLn1 Cl A S1A8

Company roflle 8SP

8ubln SLern and PerLz
lnvesLmenL 8anklng llrm
Cpendoor pollcles
1eamorlenLed sLyle of worklng
uevelopmenL of employees formal Lralnlng career developmenL as well
as Lo fosLer communlcaLlon LrusL and commlLmenL Lo Lhe flrm
SLrlklngly low Lurnover raLes
uedlcaLlon Lo employeessymbloLlc relaLlonshlp
lssue 8ecrulLmenL of a sLar
eLer 1hompson Lhe sLar semlconducLor analysL announced reslgnaLlon
wlLhouL any noLlce
Pe was Lhe only semlconducLor analysL of hls senlorlLy
8ole crlLlcalcould noL be lefL vacanL for long
upcomlng deal of crlLlcal lmporLance for 8SP
eLer's !unlor AnalysL 8lna Shea Lo Lemporarlly flll Lhe vacancy noL a
permanenL soluLlon Lo Lhe vacancy (lack of experlence)
8ecrulLmenL rocess
MeLhod of recrulLlng Superlor SLafflng Servlces headhunLlng flrm
Long assoclaLlon wlLh 8SP
CandldaLes
uavld Pughes
Cerald 8aum
Sonla MeeLha
A candldaLe was also recommended by AnlLa ArmsLrong from Cllfford AssoclaLes
SeLh Porkum
uavld Pughes
Ml1 Sloan M8A
Worked wlLh Spenser's and Company
8anked ln llsL for Lhe lasL 13 years currenLly aL 2
nd
poslLlon
8azor sharp mlnd lndusLry knowledge rare lnLerpersonal skllls
name recognlLlon and loL of conLacLs Lhrough ouL Lhe lndusLry
Plghly recommended developed a large cllenL base
lssues
Worked for several years ln a company wlLh formal managerlal sLyle and
sLandardlzed procedures
Cver experlenced for Lhe [ob
Some cllenLs belleved LhaL he had sLarLed Lo slow down laLely
robably was wlndlng down hls career
used Lo less lnLense Lravel schedule
noL comforLable uslng sLaLeofLhearL Lechnology
8anklngs have bounced around Lhe llsL
8ecause of hls age mlghL noL be able Lo compeLe wlLh hls counLer parLs
robably won'L be passlonaLe Lo learn more and do well slnce he has already
achleved so much ln hls career
lnLervlew Lxperlence
uncLual
Seemed Lo overpower SLephan durlng Lhe lnLervlew
Seemed Llred pushlng hlmself Loo much
8easons for lnLeresL ln 8SP needs a more flexlble 8esearch ulrecLor ln
order Lo sLrucLure hls [ob and compensaLlon as per hls preferences
WanLs Lo focus on sLocks LhaL exclLe hlm
WanLs a conLracL guaranLeelng hls compensaLlon for aL leasL Lwo years
Cerald 8aum
M8A ?ale School of ManagemenL
Worked aL CoLz and Loeb
Was ranked ln ll llsL aL prevlous company buL ranklng dropped afLer hls flrsL move
recognlLlon losL afLer movlng Lo CoLz and Loeb
8egalned ranklng 2003
Lxcelled aL all skllls Lhe cllenLs consldered mosL lmporLanL llke lndusLry knowledge
servlce sLock plcklng servlce provlded and reporL wrlLlng
SwlLched Lo semlconducLor lndusLry and cllmbed Lo 11sL poslLlon ln ll ouL of over 100
analysL ln [usL 18 monLhs
uncanny naLlve sense of sLock plcklng
AdvanLage elecLronlcs elecLrlcal experlence can be beneflclal due Lo cycllcal naLure
lssues
lnsLablllLy ln ranklngs employers
CoLz and Loeb employees lndependenL Leam work was rare
lnLervlew experlence
W 8eached laLe for Lhe lnLervlew no apologles
W remaLurely lnqulred abouL compensaLlon
W 8epuLaLlon of noL belng good wlLh sLaff
W 8easons for lnLeresL ln 8SP 1rlvlal lssues llke copler braklng ofLen was
one of Lhe facLors he consldered for swlLchlng hls [ob
W Lack of supporL sLaff lack of drlve of Lhe company
W Came across as negaLlve
Sonla MeeLha
M8A SLanford
Worked aL a senlor poslLlon aL Welsh Parrlson and SmlLh a second Ller" flrm
Seasoned aL wrlLlng research reporLs accuracy aL sLock plcklng
had menLloned her as an upandcomer" no small feaL for a analysL from a bouLlque flrm
8anked 8
Lh
ln Lhe AnalysL ranklngs
Cood Lechnlcal and sales background LxcellenL wrlLer
8esponslve Lo cllenLs poslLlve reference from cllenLs
uoes her homework elaboraLe reporLs
Covers her franchlse all by herself
Pas managed Lo be successful even wlLhouL presence of a dedlcaLed supporL sLaff
Cood performance raLlngs
LxcellenL neLworklng Lop managemenL as well as dlvlslonal managers sLaff
lssues
no exposure ln worklng wlLh a flrm as blg as 8SP
MosL lmporLanL lssue reslsLance Lo Lravel 8alanclng workllfe
LxpecLs flexlblllLy aL work
Pad been lnLervlewed by 3 large lnvesLmenL banks buL dldn'L geL Lhe offer
lnLervlew Lxperlence
uncLual good phone eLlqueLLes
8easons for lnLeresL ln 8SP ma[or cllenLs beLLer faclllLlesLechnology supporL sLaff
Clobal buslness
Cenulne concern abouL organlsaLlon culLure
CompensaLlon was noL her prlmary concern
SeLh Porkum
8eferred by a dlfferenL headhunLlng flrmCllfford AssoclaLes
Parvard M8A
Worked aL !efferson 8roLhers for 13 years
very good repuLaLlon wlLh cllenLs for quallLy of research reporLs sLock
plcklng accesslblllLy responslveness
Wllllng Lo Lravel aL shorL noLlce
llnally had recelved 8unner up(3
Lh
) ranklng from
Close conLacLs wlLh owerChlp
lssues
AcLlve !obhunLer
Workahollc dlvorced
CommunlcaLlon lssues needs Lo wrlLe more reporLs and express hlmself more
clearly
very evldenL of belng Loo eager Lo please
Could noL carry ouL a reference/background check on hlm
lnLervlew Lxperlence
uncLual
Carrled a bunch of LesLlmonlals wlLh hlmself Loo eager
8easons for lnLeresL aL 8SP lack of recognlLlon aL hls company lack of supporL
sLaff unhappy wlLh compensaLlon
Lxpressed loyalLy Lo an organlsaLlon lf lL ls dedlcaLed Lo hlm
8lna Shea
ros Cons
lncumbenL She has 3year
experlence aL 8SP famlllar wlLh work
culLure
SomeLlmes relles on Lhe advlce of Lhe
more senlor analysLs ln Lhe Lech
group
roacLlve Made lmprovemenLs ln a
shorL span wllllng Lo glve her full
AsserLlveness Less asserLlve
especlally when presenLlng reporLs
knowledge very knowledgeable
abouL Lhe lndusLry
SLephen's peers and boss dld noL
LoLally supporL 8lna's appolnLmenL
wanL qulck replacemenL
1alenLed and hardworklng lnLroverL
Loves Lhe semlconducLor lndusLry
Lager Lo go forward and geL noLlced
ueclslon
on|a Meetha
8easons
She seems llke a promlslng candldaLe has all Lhe skllls requlred
Per career graph ls on Lhe rlse
asslon drlves her noL compensaLlon
She comes from a background where she performed well even Lhough she had lack of
resources
AL 8SP wlLh adequaLe resources and supporL sLaff she's goL Lhe poLenLlal Lo flourlsh
She shows eagerness Lo learn and develop herself
lnsplLe of knowlng her reservaLlons abouL flexlblllLy aL work/Lravel SLephan ls confldenL of
worklng around a flexlble schedule for her
She seemed genulnely concerned abouL Lhe company's culLure Lralnlng and developmenL
opLlons
W Cn PCLu uavld Puges( slnce Sonla had asked Lo check up wlLh oLher women assoclaLes)
1PAnk ?Cu