Leland+ for Investment Banking

What Makes a Good Stock Pitch

These slides include tips and examples for how to communicate your market view, differentiated view, monetization plan, risks, and rewards to investors.

The Perfect Finance Resume Template

This resume template is designed to help candidates pass initial resume screens and compete for investment banking and private equity roles. It includes structured sections, formatting guidance, and examples that reflect what recruiters typically look for during early-stage recruiting.

IB Division Structure: Coverage v. Product Groups

Explains the organizational structure of investment banks, distinguishing between coverage groups that manage client relationships and product groups that provide specialized financial services.

Breaking into IB in London

​In this session, Leland coach Vanessa L.—a former investment banker turned operator and investor—shares her insider perspective on breaking into Investment Banking in London. Having worked across M&A and capital markets at top firms in both NYC and London, she’s coached 40+ professionals through high-stakes transitions into IB and beyond. ​You’ll walk away with actionable strategies for refining your story, succeeding in interviews, and navigating the competitive London IBD landscape. Whether you're targeting analyst roles or looking to pivot into IB from another path, this session is designed to equip you with the confidence, clarity, and practical tools to advance your career with intention.

Breaking into IB in Asia: Winning Resumes and Behavioral Interview Strategies

Landing an investment banking role in Asia requires more than technical skills—it takes a sharp resume, compelling stories, and a clear understanding of what regional recruiters value most. In this session, expert coach Hanie L. will share what sets successful candidates apart in Asia’s competitive recruiting landscape. ​Whether you’re targeting Hong Kong, Singapore, or another Asian financial hub, you’ll walk away with actionable strategies to refine your application and interview prep so you can stand out and land offers.

Wells Fargo Investment Banking Resume

See a real-world investment banking resume and learn what it takes to land a top finance job.

Hedge Fund Case Study

This real-world case study presentation was used successfully to secure a job offer at a credit-focused hedge fund. It demonstrates how to structure analysis, present investment ideas, and communicate insights effectively.

Demystifying IB Technical Interviews

Join top Leland investment banking coaches for a clear, no-nonsense breakdown of what IB technical interviews really test—and how to prepare for them effectively. They’ll walk through the core concepts, frameworks, and problem-solving approaches that top firms expect candidates to master, plus the mistakes that quietly kill otherwise strong interviews. You’ll leave with a sharper understanding of technical expectations and a practical roadmap to boost your readiness and confidence.

Ask Me Anything: IB Recruiting Insights from a Former Lazard Banker

Breaking into investment banking is competitive—especially if you're targeting elite boutiques or specialized coverage groups. In this AMA-style workshop, Akaash P.—a former Lazard banker with hands-on experience across Media & Telecom, Restructuring (RX), FIG, Energy, and Software—will give you an inside look at what it takes to stand out in IB recruiting. Drawing on cross-sector banking and investing experience, as well as coaching candidates into top groups at elite firms, Akaash will answer your questions on technical prep, industry-specific expectations, crafting a differentiated story, and navigating competitive recruiting processes. Whether you're aiming for M&T, RX, FIG, Energy, or Software roles, or simply want to understand the landscape better, you’ll leave with clear, actionable insights to elevate your recruiting strategy.

Investment Banking Recruiting - 5 Top Tips to Stand Out

Are you looking to break into investment banking as your next career move? Join Alejandro A., a seasoned investment banking and private equity professional, for an exclusive session where he will share essential strategies to help you stand out in the highly competitive recruiting process. ​​With over 10 years of experience, Alejandro has worked at prestigious firms like Goldman Sachs, where he served as an Investment Banking Associate, and at Fanatics, as Director of M&A. He also co-founded Harbor Street Capital, a private equity fund, and has mentored over 200 students who have gone on to secure positions at top firms such as Goldman Sachs, Evercore, JPMorgan, and Morgan Stanley. ​​In this event, Alejandro will provide insider insights into how to successfully navigate the investment banking recruitment process and stand out as a top candidate.

Quantitative Finance Career Guide

A starter guide for careers, skills, and companies related to quantitative finance.

Intro to FIN Statement & DCF Models with Operating Rev Builds

This is the only model you need to build out a generic three statement financial model with a discounted cash flow (DCF) model. It also includes sample operating revenue builds, specifically in the restaurant industry and in telecom.

Technical Interviews & Core Finance Concepts

Technical interviews are where candidates rise or fall, and mastering the fundamentals is essential to getting an offer. In this session, you'll learn how to approach the most commonly tested finance concepts—from valuation and accounting, to financial statement analysis and market drivers—in a clear, structured, and interview-ready way. We’ll cover typical technical questions, what interviewers listen for in strong answers, and how to avoid the common mistakes that signal inexperience. Whether you’re starting from scratch or sharpening your edge before first-rounds, you’ll walk away with frameworks, study priorities, and practice tactics to approach technicals with confidence and communicate like a future banker.

Positioning for IB and Buy Side

Breaking into investment banking or the buy side requires more than strong technical skills—it requires clear positioning. In this session, a top Leland coach and IB expert Adam B. will break down how to shape your story, experience, and skill set to appeal to both IB and buy-side recruiters.

The Investment Banking Behavior Interview: Prove Your Value

Investment banking behavioral interviews test more than fit—they assess judgment, resilience, and whether you’ll add value on day one. In this session, you’ll learn how to structure compelling stories, highlight impact under pressure, and answer common questions with clarity and confidence. Whether you’re preparing for first rounds or superdays, you’ll leave with a repeatable framework to stand out in behavioral interviews.

What Top Investment Banking Candidates Do Differently: Strategy, Positioning & Interview Edge

In this session, you will learn how to position yourself as a compelling investment banking candidate before you ever walk into an interview. We will cover how to build a deal experience narrative that holds up under pressure, how to differentiate yourself in a crowded applicant pool, and what interviewers are actually evaluating when they ask behavioral questions.

Behavioral Interviews & How to Tell Your Story

Landing an investment banking offer starts long before the technical questions—your behavioral responses and personal story often determine whether you even move forward. In this session, you’ll learn how to craft a compelling narrative that highlights your motivations, showcases your strengths, and aligns with what banks actually look for in candidates. We’ll break down common behavioral questions, effective frameworks, and the biggest pitfalls that sink interviews, plus how to tailor your story whether you’re coming from finance, consulting, engineering, or a non-traditional background. You’ll leave with clear strategies, practice prompts, and a structured approach you can use to walk into interviews with confidence and tell a story that sticks.