Leland+ for Investment Banking

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.

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.

Ask Me Anything: IB Recruiting Insights from a Former Lazard Banker

Breaking into investment banking is competitive—especially if you're targeting elite boutiques or specialized coverage groups. In this AMA-style workshop, Akaash P.—a former Lazard banker with hands-on experience across Media & Telecom, Restructuring (RX), FIG, Energy, and Software—will give you an inside look at what it takes to stand out in IB recruiting. Drawing on cross-sector banking and investing experience, as well as coaching candidates into top groups at elite firms, Akaash will answer your questions on technical prep, industry-specific expectations, crafting a differentiated story, and navigating competitive recruiting processes. Whether you're aiming for M&T, RX, FIG, Energy, or Software roles, or simply want to understand the landscape better, you’ll leave with clear, actionable insights to elevate your recruiting strategy.

Investment Banking Recruiting - 5 Top Tips to Stand Out

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.

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.

Build Your Personal Brand: Craft Your Story & Stand

A practical workbook that helps professionals define and confidently communicate their personal brand during a career transition.

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!

From Zero to First Round: Understanding the IB Recruiting Journey

​Breaking into investment banking is one of the most competitive and misunderstood recruiting processes out there. In this session, expert Leland coach and former BMO banker Alex B. will give a clear, honest overview of what it really takes to land that first interview—from networking and resume prep to understanding timelines and firm expectations. ​You’ll learn how to approach IB recruiting strategically, avoid common mistakes that derail candidates early, and build a step-by-step plan to stand out in an intensely competitive process. Whether you’re just starting to explore finance or gearing up for recruiting season, this session will help you navigate the journey with clarity and confidence.

Crack the IB Technicals: 10 Questions You Must Be Prepared to Answer

Get ready to master the core technical questions that consistently show up in investment banking interviews. In this session, we’ll walk through the 10 fundamentals—valuation, accounting, enterprise value, DCFs, accretion/dilution, and more—that every strong IB candidate must be able to explain with clarity and confidence. You’ll learn how interviewers evaluate your answers, what separates a solid response from a great one, and how to practice effectively so you can walk into recruiting season fully prepared.

Exit Paths from Investment Banking: How to Navigate Your Next Move in Finance

​After landing a role in investment banking, the next big question is—what comes after? In this panel, Max M. (IB-> PE), Garret W. (IB -> Growth Equity), and Max S. (IB -> Startups) will break down the most common and competitive exit opportunities from investment banking, including private equity, hedge funds, venture capital, and corporate strategy. You’ll learn how to evaluate different paths, what recruiters and hiring managers look for, and how to position yourself for a smooth and successful transition. ​Whether you’re in your first year as an analyst or preparing for your next career move, this session will help you strategically plan your trajectory in finance and make your next step your best one yet.

The IB Playbook for Non-Traditional Backgrounds: From Networking to Interviews

​Breaking into investment banking without a traditional finance background can feel daunting—but it’s absolutely possible with the right strategy. In this workshop, expert Leland coach and former Wells Fargo banker Sereena T. will walk you through how to position your unique experience, build meaningful connections, and succeed in interviews. ​You’ll learn how to translate your skills into the language of finance, craft a networking approach that actually leads to interviews, and prepare effectively for both technical and behavioral questions. The session will wrap up with a Q&A, giving you the chance to get personalized insights from a coach who has helped countless candidates land top IB offers.

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.

IB/PE Networking Tracker Tool

This networking tracker helps you organize and track outreach to investment banking and private equity professionals. It provides a structured way to log contacts, conversations, and follow-up actions throughout the recruiting process.

Master List of Investment Banks for Networking

This resource provides a curated list of investment banks that candidates can target for networking outreach. It is designed to support systematic networking efforts and help prioritize firms during recruiting.

Breaking Into Investment Banking: How to Land the Offer

Landing an investment banking offer is no easy feat—but with the right strategy, preparation, and insider insights, it’s absolutely achievable. In this session, expert Leland coaches and former bankers Yudhajit D. (Rock International), Evan R. (Deutsche Bank), Ian A. (Morgan Stanley) will break down exactly what it takes to stand out in one of the most competitive recruiting processes out there. ​​Whether you’re a freshman starting early or a career switcher making the leap, you’ll walk away with a clear roadmap to break into investment banking and land the offer.

How to Crush Your HireVue

This resource reviews common HireVue interview questions and outlines effective approaches for answering them. It focuses on structuring responses, managing timing, and communicating clearly in a recorded interview format.

Where Should You Apply? Finding Your Fit in the IB Landscape

​Not all investment banks—or banking roles—are created equal. From bulge brackets and elite boutiques to middle-market firms, each has its own recruiting process, culture, and career trajectory. In this session, you’ll learn how to evaluate your options and identify the firms and groups that best align with your goals, background, and interests. ​In this panel, Jonathan S., Yudhajit D., and Jared B. will break down the different types of investment banks, what each looks for in candidates, and how to strategically target your networking and applications for the best chance of success. Whether you’re just starting to explore investment banking or narrowing down your list for recruiting season, this event will help you confidently map your path into the right firm for you.