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Financial Services Consultancy

2018-2021
Closed
ACCES Employment
ACCES Employment
Toronto, Ontario, Canada
HT
Han Tran
Project Manager
3
Timeline
  • April 29, 2018
    Experience start
  • March 4, 2018
    Midway Check In
  • April 16, 2018
    Project Scope Meeting
  • May 25, 2018
    Experience end
General
  • 21 learners; teams of 5
  • 10 hours per learner
  • Dates set by experience
  • Learners self-assign
Preferred companies
  • 1 projects wanted
  • Ontario, Canada
  • Academic experience
  • Any company type
  • Banking & finance
Categories
Skills
strategic thinking business communication presentation skills critical thinking
Project timeline
  • April 29, 2018
    Experience start
  • March 4, 2018
    Midway Check In
  • April 16, 2018
    Project Scope Meeting
  • May 25, 2018
    Experience end
Overview
Learner goals and capabilities

A full class of Finance Professionals, under the guidance of a Ryerson University instructor, will analyze a Financial Services challenge of your choice and provide actionable recommendations for improvement.

Expected outcomes and deliverables

Phase 1 – Project Plan: Students will meet with organization representative(s) to devise the project scope and prepare a detailed plan for completion of the project.

Phase 2 – Project Execution: Students will work on deliverables outlined in the project plan. Teams will periodically communicate with organization representative(s) as needed to complete project tasks.

Phase 3 - Outcome: The final deliverables will be agreed upon in the Project Plan phase and will vary by project. Generally, your organization will receive a report, live presentation, or project plan.

Project Examples

Starting in late April, a class of over 20 student-consultants with professional experience will spend 200+ collective hours developing recommendations for a finance or insurance challenge of your choice.

Based on the information your organization provides and student-consultant research, they will provide you with recommendations to optimize your operations and overcome your unique organizational challenges.

Possible projects topics include:

  • Finance.
  • Risk, Audit & Compliance.
  • Fraud.
  • Customer Service.
  • Bank Products.
  • Financing and Loans.
  • Mergers and Acquisition.
  • Equity Research.
  • Insurance.
  • Capital Markets.
  • Investments.

Specific examples include, but are not limited to:

  • Comparing different insurance providers curating a recommend selection for your business.
  • Reviewing the allocations of an investment portfolio.
  • Analyzing your customer invoicing processes and providing recommendations for improvement.

ACCES Employment is a non-profit organization that helps internationally-educated finance professionals launch their careers in Canada, under the guidance of an instructor from Ryerson University. For more information, please check out: http://www.accesemployment.ca/financial-services-connections.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Be available for a quick phone call with the organizer to initiate your relationship and confirm your scope is an appropriate fit for the experience.

Be willing to work with up to 5 student groups; you can communicate through team communication leads, or the project coordinator.

Present your project to students either in person or in a detailed written briefing.

Provide feedback on up to 5 deliverables, and hear students' presentations in person.