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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.

What to expect from Spring semester IB recruiting

Still seeking an opportunity in the investment banking industry? Although most of the recruitment happens in the Fall semester, Spring offers both full-time and internship opportunities. Here is what to expect and tips for success:

Full-Time

Internship

Pro tips and …

By Nursen Demiroz
Nursen Demiroz Employer Partnerships Manager
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Keeping Networking Connections Warm

Keeping connections warm means staying in touch with your network regularly to nurture relationships over time. By maintaining open lines of communication, you show genuine interest in others’ journeys, building trust and rapport that can lead to future collaborations, referrals, …

By Megan Grossman
Megan Grossman Career Advisor
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Applying? Keep these Important Application Reminders Top of Mind

By Audrey Hupp
Audrey Hupp Associate Director of Operations and Program Manager, Career Education & Coaching
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When academics take a break, recruiting does not

Upcoming breaks in the academic calendar are a welcome sight! A valuable, fun and often needed chance to refresh yourself, change-up your schedule, and possibly travel. However, due to hiring demands of organizations, varying academic calendars across business schools, and …

By Rebecca Stekloff
Rebecca Stekloff Senior Director, Employer Partnerships
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Choosing Between Investment Banking, Consulting, Technology, Corporate Strategy, and Nonprofit: Which Path is Right for You?

Choosing a career path can be both exciting and overwhelming. With so many options—investment banking, consulting, technology, corporate strategy, and nonprofit work—it’s essential to consider which path aligns with your characteristics, skills, and professional goals. This guide breaks down each …

By Prakhar Rustagi
Prakhar Rustagi Career Advisor
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Sidebar

Career Resources

MBA-Exchange Jobs & Development Programs [Current Students]

Yale Library offers students free access to online databases (Mergent Intellect, Guidestar) and curated lists (America’s Best Startup Employers, Impact …

Yale Library offers students free access to popular business news publications including the Financial Times, NY Times, Economist, Wall Street …

S&P Capital IQ provides both real-time and historical information on companies, markets, transactions, and people worldwide. Requires registering an individual …

CB Insights provides real-time information about global start-up companies and investors. Requires users to sign up for an account using …

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

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…

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…

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…

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…

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,…