Career Advisor – Finance Focus

CAREER SVC SPEC 4 (004517)

UCPath Position ID: TBD_3830

Position Description History/Status

Approved Date:

2/11/2025 4:39:34 PM

Date Last Edited:

2/11/2025 4:39:29 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1160O

Organization:

ANDERSON SCHOOL OF MANAGEMENT

Division Code:

1161D

Division:

MANAGEMENT DIV

Department:

030000 - ANDERSON GRAD SCH OF MANAGEMENT

Position Details

UCPath Position Number:

TBD_3830

Position Description ID

235898

UC Payroll Title:

CAREER SVC SPEC 4 (004517)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40039322

Reports to Payroll Title:

CAREER SVC SUPV 2

UCPath Department Head Position Number:

40040199

Department Head Payroll Title:

CAREER SVC MGR 2

GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines.

POSITION SUMMARY

Under the general supervision of the Director of MBA Career Advising and as a member of the Parker Career Management Center (Parker), the Career Advisor – Finance Focus serves the career development and job search needs of UCLA Anderson's Full-Time MBA (FTMBA) students (approximately 600 students). Parker Career Advisors provide general and foundational career advising and guidance to all FTMBA students, and this Finance Focus role will have primary emphasis on those pursuing careers in financial services or finance-functional roles, including investment banking (IB), investment management (IM), Private Equity (PE), Venture Capital (VC), Corporate Finance, and related fields. The advisor will also actively contribute to developing and implementing Parker's comprehensive career services and programs, including:

• One-on-one career advising

• A two-quarter career course

• The Anderson Career Teams (ACT) peer coaching program

• Job search skills workshops and career development events

• Employer engagement and recruiting programs

The Career Advisor – Finance Focus works closely with MBA students to provide wholistic and transformational career perspectives, while supporting their short and long-term career development and goals in finance-related industries and functions.

Work Schedule: The position follows a hybrid work schedule (3 days in office, 2 days remote). Additional days and extended hours may be required during peak seasons.

Benefits: This exempt position offers a base salary range of $110,000-$120,000 per year plus benefits available to full-time employees of UCLA.

This role offers a unique opportunity to impact the career development journey of MBA students pursuing finance careers while building meaningful connections with finance employers and alumni.

Parker Career Management Center (“Parker”) at UCLA Anderson partners with the school’s approximately 600+ Full-time MBA (FTMBA) students in their career development and job search process. The Parker team consists of career advisors, employer relations and operations staff members and works together to provide wholistic and foundational career advising and job search guidance as well as facilitate recruiting opportunities for students to connect with a range of employers across a variety of MBA-relevant industries and functions.

Finance-focused Career Programming

Lead Finance Immersion program during the summer session for IB, IM students including integration of outside vendors (TTS and Invictus) 

Design and deliver presentations, panel discussions, and workshops on networking within finance, early technical interview preparation for IB focused students, and   internal pitch presentations for students interested in IM/PE/VC

Leverage creativity to organize effective programming addressing the unique needs of students targeting finance roles throughout their MBA journey

Contribute to non-finance related career development programming and resources as part of the Career Advising team

30%

Student Career Advising

Provide tailored one-on-one advising to help students pursuing finance careers, including:

 Self-assessment and goal setting specific to finance roles.

 Networking and relationship building with finance professionals.

 Researching and targeting firms in investment banking, investment management, private equity, and other finance sectors.

 Crafting finance-focused resumes, cover letters, and LinkedIn profiles.

 Preparing for technical and behavioral finance interviews and compensation negotiations.

Track progress and career outcomes of assigned set of MBA students throughout their MBA journey.

Develop deep expertise in finance career paths, including industry trends, recruitment processes and timelines, and skill requirements, to effectively advise students.

Collaborate with student finance clubs, alumni, and employers to stay current on finance industry developments and facilitate connections.

30%

Finance-Focused Corporate Outreach and Employer Relations

Partner with Parker account managers, business development manager, Fink Center for Finance, and Price Center for Entrepreneurship to build and strengthen relationships with finance employers, including investment banks, asset management firms, and private equity firms.

Engage with recruiters, alumni, investment professionals, advisors at other B-school programs, and corporate representatives to discuss MBA hiring trends in finance and best practices for recruitment.

Track and analyze finance employer hiring practices, establish banking timelines/policy and communicate out to banks, and set KPIs to support student outcomes and employer engagement strategies.

15%

Anderson Career Teams (ACT)

Run initial ACT sessions during summer quarter as part of finance recruiting prep that continues into fall quarter.  Serve as the primary liaison for finance-focused ACT groups, a peer coaching program led by second-year students for first-year students.

Contribute to continuing development and implementation of ACT program and various related resources for both coaches and first year students.

Interview and select ACT coaches and manage the execution of the program for finance industry verticals.

10%

Student Club Engagement

Act as the lead career advisor for finance-related student professional clubs, providing guidance on career-related programming and corporate engagement.

Partner with finance clubs to develop and deliver training programs, workshops, and industry-specific events such as finance career treks and firm information sessions.

10%

Networking and Representation

Represent UCLA Anderson at networking events, conferences, and recruiting forums on and off campus.

Serve as a liaison between students, other Anderson departments, alumni, and finance professionals to foster meaningful career connections.

5%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Master's Degree

Advanced degree in related area and / or equivalent experience / training

Required

General knowledge and understanding of MBA-level career paths, employment markets and industries, and strong interest in business and knowledge of current business trends.  

Required

Deep expertise in finance-related MBA career paths and industries (IB, IM, FP&A, etc.). Former work experience in investment banking, investment management, financial services preferred.

Preferred

Strong interpersonal and communication skills and demonstrated relationship-building skills to effectively engage with students, alumni, internal and corporate stakeholders in the finance space.

Required

Knowledge and demonstrated experience in the career services area, preferably with MBA/graduate business students. Experience in higher education administration preferred.

Preferred

Ability to empathize with, advise and build relationships with graduate business students seeking to change careers.

Required

Strategic thinking and ability to analyze trends in both graduate business education and business environment to inform advising, program development, and employer outreach with focus on finance-related industry and functions.

Required

Experience designing and delivering career workshops or training programs, tailored for, but not limited to, finance careers. Demonstrated ability to present to large and small audiences.

Required

Organizational and project management skills to oversee career programs and student engagement initiatives.

Required

Strong team orientation and demonstrated ability to be flexible. Growth-mindset and openness to receive feedback for continuous improvement.

Required

Experience working in a demanding work environment with equally demanding constituents. Ability to manage and lead multiple complex projects simultaneously.

Required

Flexibility and willingness to occasionally work evenings and weekends and travel out of town for conferences and corporate outreach visits.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

UCLA Anderson - Parker CMC

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.