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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.

CDO Summer Exploration: Leadership Development Programs

Leadership Development Programs (LDPs) are a popular recruiting path for MBA students, especially those interested in general management, operations, marketing, HR, or strategy. These programs are offered by top companies across industries—from Fortune 500s to innovative growth-stage firms—and are designed …

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

Real Estate Private Equity Book Recommendations

What are the Best Real Estate Books?

As a real estate private equity professional, I have certain “must-read” books on my bookshelf. Below is a list of those books, broken down by book types.

Disclaimer: Please note that publishers do not pay …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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Best Financial Newsletters

Wall Street Prep’s Insider’s Guide to the Top Recommended Financial Newsletters (“Must-Read” Picks)

For more, visit Wall Street Prep

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

Making a Confident Career Change: Opportunities, Threats, Strengths, and Weaknesses

Making a career pivot is an exciting but complex decision, often requiring a mix of reflection, strategy, and adaptability. Whether you’re shifting industries, moving to a new function, or exploring an entirely different career path, a pivot allows you to …

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

Investment Banking: What it Is & How it Works

Investment banking is a specialized sector within finance that facilitates complex financial transactions, capital raising, and advisory services for corporations, governments, and institutional investors. Investment banks maintain a crucial role in the global financial system, helping businesses expand, restructure, and …

Read more

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Career Resources

MBA-Exchange Jobs & Development Programs [Current Students]

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 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 …

Vault Guide to Investment Management Jobs, Third Edition

The Vault Guides to Jobs series provides essential information about key careers and industries, with an emphasis on preparing for …

Vault Guide to Real Estate Jobs, Third Edition

The Vault Guides to Jobs series provides essential information about key careers and industries, with an emphasis on preparing for …


Skill Building

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Ultimate Guide to the Technical Finance Interview

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ESG Investing, Green Bonds and Social Bonds

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FPAMC© Appendix: Corporate Finance Principles

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