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Other Careers in Finance - Venture Capital, Equity Research, Capital Markets & Trading
Discover the range of career opportunities within and beyond investment banking in this insightful panel discussion. Hear from Fiona T.(Capital Markets and Trading), Greg H. (Equity Analyst), and Nicoletta N. (Search Fund) as they share their career paths, daily responsibilities, and strategies for success. You’ll learn how to position yourself for these roles, the skills that firms value most, and how to navigate your career in the broader private equity ecosystem.
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.
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.
Exercise: Take an Inventory of Your PM Skills
This exercise guides you to evaluate your core product management skills, highlight strengths, and identify areas for growth to better understand and position your unique PM profile.
Worksheet: What is Your Tech Stack?
This worksheet helps you map out and reflect on the tools, platforms, and technologies you use most, giving you a clearer picture of your current tech stack and how it supports your work.
Creating a Defensible Moat
This resource explains how to identify and build a defensible moat for your product, helping you create sustainable competitive advantages that protect long-term success.
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.
The 2025 Video Interview Guide Yale & Kellogg
This comprehensive guide covers the essentials for your video interview components for Yale School of Management (SOM) and Northwestern Kellogg School of Management. It includes format, timing, evaluation criteria, common questions, and expert strategies for preparation and delivery.
Application Power Hour: Standout Resume, Essay, & Recommendation Tips
Applying to college or graduate school can feel overwhelming - but with the right approach, you can make every part of your application shine. In this power-packed hour, you’ll learn how to: - Build a resume that shows who you are and what you’ve accomplished. - Write an essay that’s authentic and memorable. - Secure letters of recommendation that strengthen your story. Whether you’re just getting started or polishing your final draft, this session will give you the tools and confidence to submit your strongest application.
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.
BYU College Panel: Writing Standout BYU Application Essays
In this panel, experienced admissions coaches Afton K., Christian H. (prior BYU admissions committee member), and Anna G. will share insider guidance on how to stand out as a strong applicant to BYU. From building a balanced application and writing compelling essays to highlighting your extracurriculars and values, you’ll learn what it takes to present your story in a way that resonates with BYU’s admissions committee. You’ll also hear strategies for avoiding common mistakes, strengthening your overall profile, and approaching the process with confidence. Whether you’re just starting your application or putting the final touches on your materials, this session will give you actionable insights to maximize your chances of admission.
Breaking Into Business Operations and Strategy
Strategy and BizOps roles have become some of the most sought-after positions for those looking to drive high-impact decisions across startups, tech companies, and Fortune 500s. But what does it take to land one of these roles—and thrive once you're in? In this panel, professionals currently working in Strategy and BizOps will share how they broke in, what the day-to-day actually looks like, and how to stand out during the recruiting process. Whether you’re coming from consulting, finance, or a totally different background, this session will give you the clarity, insight, and practical advice to pursue a career in this fast-growing space.
Winning Resume/CV Bank Template
Whether you're applying to a professional position or an academic program, use this template to organize your experiences in one cohesive document.
Career Move Criteria Template
This template helps you define and prioritize the key criteria for your next career move, giving you clarity on what matters most and a framework for evaluating opportunities.
Columbia Business School Mock Interview Guide
Mock Interview Guide with Questions and Suggestions
MBA Hiring Trends & Application Goals
What are the latest trends in MBA recruiting? Are your post-MBA career goals aligned with your past experiences and the current market? This session offers insider insight into recruiting trends at top MBA programs, along with a framework for creating compelling, realistic, and ambitious goals that strengthen your application. Whether you’re pivoting careers or advancing in your current industry, learn current trends and best practices for positioning yourself effectively to gain acceptance to a top MBA program and set yourself up for the internship and job search processes. This course is taught by Laura N., a former MBA admissions committee member, pro admissions coach, and accredited member of AIGAC (Association of International Graduate Admissions Consultants). Laura has been an MBA admissions consultant for 16 years and has guided more than 500 clients towards admission to elite MBA programs, including HBS, Stanford, Wharton, and more.
Example IB/PE Resume
See an example resume that's been used for a variety of finance roles. The resume background highlights finance degree at UT Austin and work experience at Evercore and I Squared Capital.
Comprehensive Graduate School Selection Guide
The guide features detailed evaluation frameworks to make informed decisions when first considering graduate school.
Graduate School Application Timeline
Guide to help applicants stay organized and on track to submitting their applications by application deadlines
(Sept 2025) Demystifying Master's Admissions: What You Need to Know
Thinking about graduate school but not sure where to start? In just 30 minutes, this fast-paced and informative session will walk you through the essentials of applying to a master’s program—from choosing the right school to submitting a strong application. Whether you're returning to school after a break, switching careers, or aiming to level up in your field, this webinar will equip you with clear next steps, practical tips, and confidence to begin your journey. Join Amy G., Columbia & NYU Grad Enrollment Leader, to learn what admissions committees look for, how to stand out, and how to stay organized and focused throughout the process.
