Leland+ Content Library

IB Resume Example from Wells Fargo IB Staffer

This resume example showcases a professionally formatted investment banking resume used in real recruiting processes. It highlights how to present experience, responsibilities, and achievements in a way that aligns with industry standards.

Accounting Concepts That Get Tested in IB Interviews

Investment banking interviews move fast, and a strong grasp of core accounting concepts is essential. Join Accounting Concepts That Get Tested in IB Interviews, a focused session designed to help you master the accounting fundamentals interviewers expect you to know cold. In this event, we’ll cover the most commonly tested topics, including the three financial statements, how they connect, and how accounting decisions impact valuation. You’ll also learn how to structure clear, confident answers and avoid common interview pitfalls. Whether you’re preparing for your first IB interview or sharpening your technical edge, you’ll leave with greater clarity and confidence.

How to Lock in an IB Offer in 2026 [7/30/2026] (Recording)

Investment banking recruiting is more competitive than ever, and landing an offer in 2026 will require more than just strong technical skills. The candidates who break through know how to position themselves early, network strategically, and stand out throughout every stage of the recruiting process. This session is for aspiring bankers who want a clear roadmap for securing an investment banking offer in today’s market. You’ll learn how to prepare effectively, avoid common recruiting mistakes, and maximize your chances of converting interviews into offers. Join live to hear from a former investment banker and hiring manager at Wells Fargo Securities with deep expertise in investment banking recruiting. The speaker will share insider perspectives on what top firms are looking for, the subtle signals that differentiate top candidates, and practical strategies you can apply immediately to strengthen your recruiting process.

Leveraging AI as Finance/Accounting Professionals [5/29/2026] (Recording)

AI is rapidly changing the way finance and accounting professionals work, but many people still aren’t sure how to apply it in ways that are actually useful day to day. This session is for those who want practical insight into how AI can improve workflows, decision-making, and efficiency across the industry. You’ll learn how experienced professionals first integrated AI into their work, the biggest challenges and breakthroughs they encountered, and real examples of AI-powered tools and automations they’ve built themselves. Join live to hear directly from finance and accounting professionals actively using AI in their roles and ask questions about your own workflows and goals. The panelists have spent time experimenting, building, and refining practical AI use cases and will share the patterns they’ve seen around what works and what doesn’t. Expect candid insights, live demos, and practical ideas you can start applying immediately.

Intro to AI and Finance: Practical AI Finance Applications [5/8/2026] (Recording)

AI is rapidly reshaping finance, but many professionals aren’t sure how to apply it in ways that actually drive value. This session is for those looking to integrate AI into financial analysis, investing, or operations with a practical approach. You’ll learn how AI is being used across key finance workflows, how to identify high-impact use cases, and how to start building skills that translate directly to real-world applications. Join live to ask questions about your specific interests and see how an expert approaches AI in finance step by step. The speaker specializes in AI-driven financial applications and regularly works with professionals adopting these tools. They’ll share the patterns they see across successful use cases and the kinds of insights typically discussed in 1:1 working sessions.

What Top Investment Banks Are Looking For

Many candidates aiming for investment banking roles aren’t sure what actually differentiates applicants in a highly competitive process. This session is designed for students and early-career professionals who want to understand how top banks evaluate candidates beyond GPA and technical skills. You’ll learn what qualities banks prioritize, how to position your experiences effectively, and how successful candidates prepare for both networking and interviews.

Preparing now for IB Summer Recruiting

IB summer recruiting moves quickly, and the strongest candidates are the ones who prepare with intention well before applications open. The groundwork you lay now can dramatically shape your outcomes later. In this session, we’ll cover how to sharpen your technical skills, craft a resume that stands out, network strategically, and understand what banks are truly looking for in summer analysts. If you want to enter recruiting season focused, confident, and ready to compete at the highest level, this is where it starts.

Valuations for Investment Banking

Valuation is the backbone of investment banking interviews and on-the-job analysis, yet many candidates struggle to explain it clearly and confidently. This session breaks down the core valuation methods used in banking, how to think about assumptions and trade-offs, and how to communicate your work the way bankers expect in interviews and live deal discussions. You’ll leave with a stronger conceptual framework for valuation and practical tips to sharpen both your technical accuracy and your delivery.

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.

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.

IB Resume Secrets: What Actually Works (and What Doesn't)

​Breaking into investment banking starts with one thing: a resume that grabs attention. But with so many conflicting tips out there, it’s hard to know what really matters to recruiters and deal teams. ​In this session, Ryan T., a former Investment Banker at Wells Fargo Securities with nearly 5 years of experience in healthcare investment banking, will reveal what top firms actually look for in resumes. Ryan has served as Staffer, Recruiting Team Captain, and Manager - interviewing, hiring, and training multiple analyst classes while executing $10B+ in deals across 90+ transactions. He’s also coached 70+ candidates into roles at leading firms, so you won't want to miss his advice! ​You’ll learn how to structure your bullet points for maximum impact, highlight the experiences that truly matter, and avoid the common mistakes that hold applicants back. Whether you’re recruiting for summer analyst positions or full-time roles, this session will give you the insight and clarity to stand out in one of the most competitive fields in finance.

Breaking into Investment Banking Panel

​In this panel, industry experts Jonathan H, Ryan T, and Derek O. will share firsthand insights on what it really takes to land an investment banking role. From networking effectively and building a competitive profile to preparing for technical and behavioral interviews, you’ll hear practical advice to help you navigate one of the most competitive recruiting processes. ​Whether you’re just starting to explore IB or are deep in the recruiting cycle, this session will give you clear strategies, actionable tips, and answers to your most pressing questions about breaking into Wall Street and beyond.

Introduction to Careers and Recruiting in Capital Markets and Sales & Trading

​Curious about careers in Capital Markets and Sales & Trading? In this session, you’ll get a clear overview of what these roles actually involve, how they differ, and what it takes to succeed in each. We’ll also break down the recruiting process, including the skills and qualities firms are looking for, and how you can start preparing now to stand out in interviews. ​The session will be led by Ryan T., a Leland coach with first-hand experience in investment banking and capital markets, as well as extensive involvement in training and recruiting. He’ll share practical insights on navigating these competitive paths and help you build a roadmap to land your first role in the industry.

Introduction to LBO Modeling - Full

This is the only model you need to build out a full LBO model.

AI in Finance Workshop: Practical Uses Cases [9/14/2026] (Recording)

AI can be useful in finance, but knowing where it can actually add value to your day-to-day work is often the hardest part. This workshop is designed for finance professionals who want to move beyond the hype and explore practical ways to use AI in real workflows. You’ll learn concrete use cases for tasks like research, analysis, reporting, and process automation, along with how to identify opportunities where AI can save time or improve your work. Attending live gives you the opportunity to see practical examples in action, ask questions about your own workflows, and explore how these tools might apply to the work you do. The speaker will share the kinds of use cases and best practices that come from working directly with AI in finance. If you want to leave with a clearer understanding of where to start using AI in your work, it’s worth joining live.