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Package Description:
This package is designed for professionals aiming to grow their careers in investment banking. The coaching will be tailored to your individual needs, covering topics such as developing financial modeling expertise, preparing for leadership roles, enhancing client relationship skills, and more. With expert coaching, you’ll refine your investment banking skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your investment banking achievements and strengths. - Advancing Banking-Specific Skills – Improve your capabilities in financial analysis, deal structuring, and more. - Mastering Client Interactions – Boost your skills in building and maintaining client relationships, conducting impactful negotiations, and managing transactions. - Strategic Networking Guidance – Learn strategies to broaden your professional network within the banking industry and form valuable connections. - Navigating Career Growth – Get personalized advice on securing promotions, transitioning to leadership roles, and increasing your influence in your firm. This coaching package is ideal for investment bankers seeking to elevate their careers and position themselves for long-term success.
What you'll get from this package
Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field
Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth
Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career
Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders
Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence
Additional details
Coaching delivered via live sessions and .
Services included:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Valuation
Networking Strategy
Due Diligence
Mergers & Acquisitions
Financial Analysis
Salary Negotiation
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Wendy
Custom hourly · $175/hr
Get help with Technical Interview Prep, Cover Letters, and .
Offered by Wendy P.
Joined October 2025
5.0
Break into IB | Former A2A at Moelis NY and LA
I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.
Starting at $1,575
10h+ of coaching