Leland+ for Investment Banking

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.

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.

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.

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.

Build Your Personal Brand: Craft Your Story & Stand

A practical workbook that helps professionals define and confidently communicate their personal brand during a career transition.

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.

Top 5 Tips to Break into IB

Breaking into investment banking is competitive—but with the right strategy, it’s achievable. Join Top 5 Tips to Break into IB, a focused session designed to give you clear, actionable guidance on how to stand out in the recruiting process. In this event, we’ll cover the five most important factors for breaking into IB, from building a strong resume and networking effectively to preparing for interviews and positioning your story. You’ll gain practical insights you can apply immediately, whether you’re just starting out or refining your approach. Walk away with clarity, confidence, and a smarter strategy for breaking into investment banking.

Investment Banking Interview Essentials for MBA Students

Preparing for Investment Banking Summer Associate interviews requires a level of polish, depth, and business maturity far beyond the analyst track—and this workshop is designed to get you there. We’ll cover how to tell a compelling, experience-driven story, articulate a convincing and credible “Why IB,” speak intelligently about current deals and market dynamics, and demonstrate a command of both technicals and the sector you’re targeting. You’ll also learn what banks expect specifically from Summer Associates: leadership, client readiness, process ownership, and the ability to think strategically at a higher altitude and a deeper level. If you're an MBA student aiming for IB recruiting, this session will help you stand out as a confident, capable associate-level candidate.

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.

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.

How Candidates Actually Land Elite Boutique Offers [4/30/2026] (Recording)

Elite boutique investment banking offers are highly competitive, and the candidates who break through are intentional about how they position their experience and navigate the process. This session is for students targeting firms like Evercore, Lazard, and PJT who want to understand what actually differentiates successful applicants. You’ll learn how to build a focused recruiting strategy, position your background to signal strong fit, and approach networking and interviews in a way that leads to real traction. Join live to hear how an experienced coach evaluates candidates targeting elite boutiques and the patterns they see across successful applicants. You’ll also have the chance to ask questions about your own recruiting approach and get real-time guidance typically shared in 1:1 coaching sessions.

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.

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.

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.

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.

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.