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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.

NIBC Investment Banking Competition

NIBC Global Investment Banking Competition (

The Case Competition provides an authentic, first-hand view of the investment banking profession. Competitors assume the roles of Investment Banking Analysts/Associates as they confront, devise, and present solutions to a real-world corporate finance scenario. 

Competition …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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20+ Top Fintech Companies of 2023

The top fintech companies use technology to automate or improve financial services. But what are fintech companies and what do they really do? 

Some well-known companies, like Mastercard and Visa, are considered fintech businesses because they rely on technology to …

By Forage
Showcase your skills. Find your career fit.
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What Does Business Casual Really Mean in 2023?

“Business casual” is a straightforward dress code in that the name translates precisely to what it means: a mix of formal and casual clothing. Yet it can be hard to know what’s too formal for this dress code and, conversely, …

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Investment Banking Primer

What is Investment Banking?

Investment Banking pertains to offering financial and strategic advisory services to clients on matters around M&A transactions and the capital markets.

The core function of the investment banking division (IBD), stated in simple terms, is to …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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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 Senior Director, Career Education and Coaching
Read more


Career Resources

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 …

Skill Building

Financial Statement Modeling

Taught by 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

Taught by 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

Taught by 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

Taught by 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

Taught by 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

Taught by 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

Taught by 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,…

Excel: Advanced Formulas and Functions

Taught by Oz du Soleil
Follow along with Excel MVP Oz du Soleil as he demystifies the many kinds of formulas and functions available in…