Leland+ for Investment Banking

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.

From Zero to First Round: Understanding the IB Recruiting Journey

​Breaking into investment banking is one of the most competitive and misunderstood recruiting processes out there. In this session, expert Leland coach and former BMO banker Alex B. will give a clear, honest overview of what it really takes to land that first interview—from networking and resume prep to understanding timelines and firm expectations. ​You’ll learn how to approach IB recruiting strategically, avoid common mistakes that derail candidates early, and build a step-by-step plan to stand out in an intensely competitive process. Whether you’re just starting to explore finance or gearing up for recruiting season, this session will help you navigate the journey with clarity and confidence.

Exit Paths from Investment Banking: How to Navigate Your Next Move in Finance

​After landing a role in investment banking, the next big question is—what comes after? In this panel, Max M. (IB-> PE), Garret W. (IB -> Growth Equity), and Max S. (IB -> Startups) will break down the most common and competitive exit opportunities from investment banking, including private equity, hedge funds, venture capital, and corporate strategy. You’ll learn how to evaluate different paths, what recruiters and hiring managers look for, and how to position yourself for a smooth and successful transition. ​Whether you’re in your first year as an analyst or preparing for your next career move, this session will help you strategically plan your trajectory in finance and make your next step your best one yet.

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.

Superday Technicals for IB and PE

​Get ready to crush your Superdays! This session dives deep into the technical interview prep needed to stand out in final-round IB and PE interviews. ​Hosted by Max A. (Former Senior Associate @ Vector Capital Management) you'll review must-know concepts—from valuation and accounting to LBOs and market questions—and learn how to approach complex technicals under pressure. Max will also share real examples and insights from his own experience helping candidates break into top-tier firms.

IB/PE Networking Tracker Tool

This networking tracker helps you organize and track outreach to investment banking and private equity professionals. It provides a structured way to log contacts, conversations, and follow-up actions throughout the recruiting process.

Resume & Cover Letter for IB Recruiting

In investment banking recruiting, your resume and cover letter are often the first (and only) chance to make a strong impression. In this workshop, Aaryan P.—an incoming Investment Banking Summer Analyst at J.P. Morgan with experience recruiting at top firms like Moelis, PJT Partners, and Guggenheim—will share how to craft application materials that get noticed.

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.

The IB Playbook for Non-Traditional Backgrounds: From Networking to Interviews

​Breaking into investment banking without a traditional finance background can feel daunting—but it’s absolutely possible with the right strategy. In this workshop, expert Leland coach and former Wells Fargo banker Sereena T. will walk you through how to position your unique experience, build meaningful connections, and succeed in interviews. ​You’ll learn how to translate your skills into the language of finance, craft a networking approach that actually leads to interviews, and prepare effectively for both technical and behavioral questions. The session will wrap up with a Q&A, giving you the chance to get personalized insights from a coach who has helped countless candidates land top IB offers.

Where Should You Apply? Finding Your Fit in the IB Landscape

​Not all investment banks—or banking roles—are created equal. From bulge brackets and elite boutiques to middle-market firms, each has its own recruiting process, culture, and career trajectory. In this session, you’ll learn how to evaluate your options and identify the firms and groups that best align with your goals, background, and interests. ​In this panel, Jonathan S., Yudhajit D., and Jared B. will break down the different types of investment banks, what each looks for in candidates, and how to strategically target your networking and applications for the best chance of success. Whether you’re just starting to explore investment banking or narrowing down your list for recruiting season, this event will help you confidently map your path into the right firm for you.

Before You Blow Your Shot: What to Know About IB Recruiting

​Investment banking recruiting is fast-paced, competitive, and full of nuances that can make or break your chances. In this session, Leland coach Ken I. (IB Career Fellow at the Wharton School) will walk you through what you need to know to navigate the process successfully and avoid common pitfalls. ​You’ll learn how to approach networking, position your experience, and prepare effectively for both technical and behavioral interviews. By the end, you’ll have actionable insights to maximize your chances of landing interviews and standing out in the highly competitive IB recruiting process. ​Space is limited, so RSVP to secure your spot. We’re excited to be on the IB journey with you!

Advanced IB Technicals

​Are you ready to tackle the toughest technical questions in investment banking and private equity interviews? Join expert Leland coach, Max A., for an Advanced IB Technicals session. Whether you're a student, in the industry, or just trying to sharpen your technicals, come ready to discuss LBOs, NOLs, bond yields, and more. ​​With over five years of experience mentoring 250+ aspiring finance professionals, Max has honed a deep understanding of what top banks and PE firms are looking for. His background includes roles at elite firms like Lazard, Qatalyst Partners, and Vector Capital Management, and he's currently pursuing an MBA at Stanford GSB and an MPA at Harvard Kennedy School. ​​In this session, you'll dive into technical interview prep, mergers and acquisitions, and essential skill-building to ensure you're ready for anything. Whether you've stumbled on a technical question before or just want to sharpen your edge, this event is for you.

Investment Banking Week (September 8-11) Kickoff

​Join us for Leland's Investment Banking Week (September 8–11) Kickoff! Come hear from top IB experts Katharine J, Jonathan H, and Isha A. who have helped candidates break into leading Wall Street firms and excel in their roles.

Advanced Three-Statement DCF / LBO Case Study

If you are an Investment Banking Associate lateral hire, this downloadable resource should help you cover generally what you need to know for your interview case study.

Breaking In and Breaking Through: IB Crash Course for International MBA Associates

Designed specifically for international MBA students targeting Investment Banking roles in the US, this hands-on bootcamp demystifies the IB recruiting process and sets you up for success from networking to technicals. ​The session is led by Yudhajit D., a former IB associate and TTS trainer, and focuses on high-leverage areas that international candidates must master early: ​Storytelling & Behavioral Mastery for non-US backgrounds ​Technical Prep That Works Under Pressure ​Navigating Work Authorization & Visa Concerns Confidently ​What Top Banks Really Look for in International Candidates ​Yudhajit will use real examples, interactive exercises, and common recruiting pitfalls to help you confidently position yourself as a competitive IB candidate from Day 1 of recruiting.

Introduction to LBO and DCF Combined Modeling

This is the only model you need to build out a combined DCF and LBO valuation analysis.

Example Investment Banking Cover Letter: Summer Associate

Learn how to write a standout cover letter for your investment banking summer associate role and land that interview.

Example Investment Banking Resume: Summer Associate

See an example of an investment banking summer associate resume. Learn how to highlight relevant skills, academic achievements, and experience to secure a position at firms like Financial Technology Partners and RBC.