Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Breaking into investment banking can feel overwhelming, particularly for students and professionals who are still evaluating whether the industry is the right fit. Whether you are exploring investment banking or preparing to recruit for Analyst or Associate roles, this package is designed to provide a practical overview of the investment banking industry, helping you better understand the work, career paths, and opportunities available across different firms and groups. Topics may include: *Industry Overview* - Understand the services investment banks provide and how they fit within the broader financial ecosystem. *Banks & Groups* - Learn the differences between Bulge Bracket, Elite Boutique, Middle Market, and Regional firms, as well as the distinctions between industry coverage and product groups. *Day in the Life* - Gain insight into the day-to-day responsibilities of Analysts, Associates, Vice Presidents, Directors, and Managing Directors. *Career Progression* - Explore common career trajectories, compensation expectations, lifestyle considerations, and long-term opportunities within and beyond investment banking. The objective is simple: provide clarity on what investment banking is, how the industry works, and whether it is the right path for you.
A clear understanding of how investment banks are structured and generate revenue
Insight into the differences between Bulge Bracket, Elite Boutique, Middle Market, and Regional firms
An understanding of industry coverage groups, product groups, and common career paths
A realistic view of the day-to-day responsibilities, lifestyle, and compensation of investment bankers
Greater confidence evaluating whether investment banking is the right fit for your background, interests, and long-term goals
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Investment Banking Strategy, Financial Modeling, and .

Joined April 2026
5.0
Ex-BofA Director | Investment Banking Recruiting & Transitions
I’m a former investment banking Director at Bank of America Securities with ~9 years of bulge bracket experience and ~15 years total in strategic finance. I’ve advised on ~$15bn in completed transaction value across large-cap and middle-market M&A, capital raises, and strategic transactions. I started my career in large-cap Consumer & Retail and Technology, Media & Telecommunications (TMT) coverage groups before helping build Bank of America’s Middle Market Investment Banking platform as the 40th hire, where I later launched and led the Residential & Commercial Services sector coverage initiative. Beyond transaction execution, I’ve been deeply involved in recruiting and talent development. I’ve conducted 100+ interviews, participated in hiring decisions and roundtables, and mentored ~90 associates. I’ve seen firsthand what differentiates candidates who break into investment banking—and what causes strong candidates to fall short—and I focus on helping clients position their experience effectively, communicate with clarity, and approach the recruiting process with the same lens used by hiring managers and senior bankers.
1h 30m of coaching