Leland+ for Investment Banking

Finance Career Resume Template

A clean, one-page resume template designed for investment banking, private equity, and other finance careers. Includes guidance for structuring professional experience, transaction experience, education, leadership, skills, and interests.

Investment Banking Technical Interview: 75 Essential Questions

Prepare for investment banking technical interviews with 75 essential questions covering accounting, enterprise and equity value, valuation, DCF and WACC, accretion/dilution, and M&A. Designed for Analyst and Associate recruiting, with questions progressing from core fundamentals to advanced transaction mechanics and M&A judgment.

Breaking Into Investment Banking from Non-Traditional Backgrounds [6/16/2026] (Recording)

If your resume doesn't follow the traditional finance recruiting path, this session will show you how to position your background so it reads as an asset, not a gap. We'll cover how to reframe non-traditional experience for banking roles, which transferable skills actually resonate with hiring managers, and how to approach networking when you don't have built-in alumni pipelines. Attending live means you can describe your specific background and get a direct read on how a recruiter or banker would interpret it, which a recording simply cannot replicate. The coach works with non-traditional candidates regularly and will share the patterns that tend to separate the ones who break in from the ones who stall out.

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.

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.

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.

Crack the IB Technicals: 10 Questions You Must Be Prepared to Answer

Get ready to master the core technical questions that consistently show up in investment banking interviews. In this session, we’ll walk through the 10 fundamentals—valuation, accounting, enterprise value, DCFs, accretion/dilution, and more—that every strong IB candidate must be able to explain with clarity and confidence. You’ll learn how interviewers evaluate your answers, what separates a solid response from a great one, and how to practice effectively so you can walk into recruiting season fully prepared.

AI for Investment Banking: Practical Workflows to Build Better Models, Presentations, and Research Faster [8/27/2026] (Recording)

In this session, you will learn how to integrate AI tools into the core workflows that define IB work: building and stress-testing financial models faster, drafting and refining pitch deck narratives, and synthesizing industry research without sacrificing analytical depth. The goal is hands-on fluency, not a surface-level overview of what AI can theoretically do. Attending live means you can bring your actual workflow, a model you are building or a presentation you are stuck on, and get a direct answer grounded in your specific situation, not a generic one. The coach works inside these workflows regularly and will share the patterns that separate analysts who use AI effectively from those who use it as a shortcut that shows.