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Finance & Banking

This is a community for those interested in all areas of Investment Banking, Corporate Finance, and FinTech to explore news, resources and events from the CDO, SOM Clubs and broader Yale.

  • Investment Banking

  • Corporate Finance

  • FinTech

  • Investment Bankers advise companies on financial and strategic transactions; serve as an “agent” for clients who want to buy and/or sell companies (M&A); and assist clients raise capital (for example, equity and debt offerings).

    Investment Bankers – connect companies with buyers, sellers, and investors, model financial statements and value companies, provide M&A ideas, form relationships with corporate executives, execute deals and negotiate on behalf of clients.

    Sample employers include: Bank of America, Barclays, Centerview Partners, Citi, Credit Suisse, Evercore, Financial Technlology Partners, Goldman Sachs, Greenhill & Co., Guggenheim, Harris Williams, Houlihan Lokey, JPMorgan Chase & Co., Macquarie Capital, Morgan Stanley, MTS Health Partners, Nomura Greentech, PJT Partners and SVB Securities.

  • Corporate Finance is the planning, development and control of the capital structure of a business to increase shareholder value. It is how businesses fund their operations in order to maximize profits and minimize costs while balancing risk. It entails long and short term financial planning and implementing various strategies, capital investment and tax considerations.

    Activities within Corporate Finance include Financial Modeling , Bank Loans, IPOs, Refinancing and renegotiating debts and payments and Dividend distribution.

    Sample employers include: Wayfair, Mattel, PepsiCo, Cigna, M&T Bank, Marsh & McLennan, Formlabs, Restaurant Brands International, Tiffany & Co., Lululemon, Nestle and Ally Financial.

  • Fintech refers to firms using technology to compete with traditional financial methods in the delivery of financial services. Artificial intelligence, blockchain, cloud computing, and big data are regarded as the “ABCD” of fintech.

    Opportunties exist for students in AI & Machine Learning, data science/data analysis, blockchain, regtech, payments, cyber security, crowd funding and peer to peer lending.

    Sample employers include: ally, American Express, Avant, Coinbase, ibotta, Forte Labs, Mastercard, Paypal, Plaid, RobinHood SoFi, Square, Stripe, toast, Venmo, Visa and Zelle.

What is Corporate Finance?

Corporate finance deals with the capital structure of a corporation, including its funding and the actions that management takes to increase the value of the company. Corporate finance also includes the tools and analysis utilized to prioritize and distribute financial …

By Mike Minutoli
Mike Minutoli Director, Career Education and Coaching
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Key Skills to Develop For a Career in Banking and Finance

Saurabh Tyagi

Banking and Finance, although two separate sectors have a lot of things in common, skills required being one of them. An individual looking for a career in any of these sectors should possess some innate qualities and skills …

By College Recruiter
College Recruiter believes that every student and recent grad deserves a great career.
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5 Best Fintech Career Paths

Fintech, short for financial technology, is a blanket term used to describe new technologies that aim to improve and automate the delivery of financial services. These technologies include payment processing and money transfers to investment and lending platforms, among other …

By Firsthand
We help applicants, students, job-seekers and professionals like you find the right career path using the power of firsthand experiences.
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AI in Finance & Banking: 11 Ways It’s Changing the Industry

In 1950, when Alan Turing questioned whether machines could think, no one knew how much capability artificial intelligence would have more than 70 years later. This question alone gave rise to complex concepts like machine learning (ML), robotics, deep learning, expert …

By Springboard
Bridging the world's skills gap through affordable, high-quality, online education.
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Industry Guides

Vault Career Guide to Investment Management, Third Edition

An increasing number of people are investing their money to help pay for their future plans, whether those include paying …

Vault Career Guide to Private Equity, Fourth Edition

For those interested in a career in finance, private equity offers many rewards—but breaking in comes with many challenges. The …

Vault Career Guide to Investment Banking, Second Edition

When businesses and governments need capital, they call on investment banks for help. Investment banks intermediate between issuers of securities …

Vault Career Guide to Real Estate, Third Edition

Whether the economy is strong or weak, people will always need places to live, work, and shop, and there will …

Vault Career Guide to Venture Capital, Seventh Edition

Venture capitalists raise funds of millions or billions of dollars and invest it in promising young businesses and start-up companies, …

Vault Career Guide to Wealth Management, Fourth Edition

Private wealth management, also called private banking, is a specialized branch of the investment community that provides one-stop shopping for …

Career Resources

Skill Building

Financial Statement Modeling

Wall Street Prep
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out…

Excel Crash Course

Wall Street Prep
Whether you currently work in Excel at a beginner or intermediate level, this course will take you to the next…

PowerPoint Crash Course

Wall Street Prep
A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast…

Interview Tips for Finance Professionals

Jena Viviano
Interviewing for a role in the financial industry can be a nerve-wracking experience. Interviewers ask a ton of complex questions…

Ultimate Guide to the Technical Finance Interview

Wall Street Prep
Finance interviews are notoriously difficult. Firms want to make sure candidates are 100% committed before devoting considerable resources to mentor…

ESG Investing, Green Bonds and Social Bonds

Wall Street Prep
The last decade has seen exponential growth in ESG investing worldwide. Designed for those seeking to learn about the role…

FPAMC© Appendix: Corporate Finance Principles

Wall Street Prep
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices,…