Leland+ for Investment Banking
Popular on Leland+
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!
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.
Quantitative Finance Career Guide
A starter guide for careers, skills, and companies related to quantitative finance.
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.
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.
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.
Back-to-School PE + 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.
Intro to FIN Statement, Operating Rev, and Credit Modeling
This is the only model you need to build out a generic three statement financial model with a corresponding operating revenue build, followed by a credit analysis.
Introduction to LBO and DCF Combined Modeling
This is the only model you need to build out a combined DCF and LBO valuation analysis.
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 Recruiting: Ask Me Anything
Breaking into investment banking is competitive and often overwhelming—but you don’t have to go through it alone. In this AMA, Max S. (current COO and ex Citi) will answer your questions about every stage of the IB recruiting process. From networking strategies and resume tips to technical prep, behavioral interviews, and navigating accelerated timelines, this is your chance to get unfiltered advice directly from someone who's successfully helped candidates land roles at leading Wall Street firms. Bring your questions and leave with actionable insights to make your recruiting journey more focused, efficient, and successful.
Intro to FIN Statement & DCF Models with Operating Rev Builds
This is the only model you need to build out a generic three statement financial model with a discounted cash flow (DCF) model. It also includes sample operating revenue builds, specifically in the restaurant industry and in telecom.
Resume Example - Consulting, IB, and Impact Investing
See how one Harvard grad highlights their work experience from management consulting to leading a $X00M+ impact investing firm.
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.
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.
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.
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 Merger Model - Accretion Dilution Mini
This is an introductory model to Merger Model Analysis, also known as Accretion Dilution Model Analysis.
Investment Banking Technical Interview Guide
This resource provides a list of 50 difficult technical questions with detailed answers.
Introduction to LBO Modeling - Mini
This is a great introductory model to LBO analysis and if you need to do a quick and simple LBO model to see how the math works out.
