Leland+ for Investment Banking

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.

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.

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!

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.

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.

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.

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 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.

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.

Introduction to Merger Model - Accretion Dilution Full

This model walks through the process of building a full merger model focused on accretion and dilution analysis utilized in M&A transactions.

Top 5 Tips to Get Into IB

​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.

Back-to-School IB Networking

​Kick off the recruiting season with Max A. (Former Senior Associate @ Vector Capital Management) in this interactive networking-focused session for students interested in private equity and investment banking. ​​Whether you're preparing for fall interviews or just getting started in the process, this workshop will help you build key relationships, ask the right questions, and make a strong impression. Max will share tactical tips on how to connect with professionals and stand out in coffee chats and info sessions—just in time for the start of the school year.

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.

Navigating International IB Recruiting: US & Beyond

Breaking into Investment Banking as an international MBA isn’t just about technical prep—it’s about strategy. Visa hurdles, shifting timelines, and uncertainty in the US market often force candidates to explore global options. This session is designed for international MBAs who want a structured roadmap to maximize their odds in the US—and build a contingency plan across London, Paris, Zurich, Singapore, and other major hubs. ​Drawing from firsthand experience and lessons from clients who’ve successfully made the jump, join Yudhajit D. as he covers what works, what doesn’t, and how to de-risk your recruiting journey.

Intermediate Practice LBO Model

This case practice model is designed to assist lateral analysts targeting roles at middle-market private equity and investment banking firms.

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.

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.