Leland+ for Investment Banking

Wells Fargo Investment Banking Resume

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

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.

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.

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.

What Top Investment Banks Are Looking For

Many candidates aiming for investment banking roles aren’t sure what actually differentiates applicants in a highly competitive process. This session is designed for students and early-career professionals who want to understand how top banks evaluate candidates beyond GPA and technical skills. You’ll learn what qualities banks prioritize, how to position your experiences effectively, and how successful candidates prepare for both networking and interviews.

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.

How to Stand Out in IB Recruiting

Investment banking recruiting is intensely competitive, and standing out requires more than strong grades and technical skills. This session breaks down how banks actually evaluate candidates, what differentiates top applicants, and how to position your background to signal readiness from day one. You’ll learn how to refine your resume, tell a compelling story, network strategically, and avoid common mistakes that quietly hurt your chances.

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.

Tips and Tricks to IB Recruiting

Breaking into investment banking is highly competitive, and knowing how the process really works can give you a critical edge. In this session, you’ll learn proven strategies for navigating IB recruiting, from building a strong candidacy and networking effectively to preparing for interviews and avoiding common mistakes.

Networking Log

Keep track of all your coffee chats in one place! This tool allows you to record conversation notes, follow-ups, and next steps so you can maintain organized and professional outreach.

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.

Frequently Asked Questions About Resume Writing

Many people have asked me a set of questions frequently. These questions will answer some of your questions quickly!

Break into Investment Banking + Private Equity

Join this discussion moderated by @YourAverageFinanceBro, a leading finance comedy creator on Instagram and LinkedIn! A panel of expert Leland coaches who help candidates land roles in investment banking and private equity will break down these industries' complex recruiting processes into clear, actionable advice. This session will cover what it really takes to break into highly competitive finance careers through practical guidance on recruiting strategy, preparation, and common pitfalls, providing insights you can apply immediately to stand out and secure interviews at the top firms.

What You Need to Know About Investment Banking Technical Interviews

Preparing for investment banking technical interviews can feel overwhelming, especially when you’re unsure which concepts interviewers actually prioritize. This session is designed for candidates targeting IB roles who want a clearer, more focused way to prepare for the accounting, valuation, and financial modeling questions that frequently appear in interviews. You’ll learn how bankers evaluate technical responses, which core topics consistently come up, and how to structure answers so you sound confident and precise under pressure.

How to Network Like a Pro to Land IB Interviews

Breaking into investment banking isn’t just about technical skills—it’s about building relationships that get you in the door. In this session, you’ll learn proven networking strategies that help candidates turn cold outreach into meaningful conversations, develop strong connections with bankers, and convert touchpoints into interview opportunities. Led by Jonathan S., a former Wells Fargo investment banker and experienced coach who has helped candidates land roles at top firms, this workshop will teach you how to craft effective outreach messages, manage informational interviews, and confidently position your story. Whether you’re early in recruiting or trying to level up your current approach, you’ll leave with actionable tactics you can start using immediately to stand out in a crowded pipeline.