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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.

Navigating the Clean Energy Transition:  

Key Takeaways from the Clean Energy Conference  

The clean energy transition is no longer theoretical – it’s happening at scale today, driven by many factors, all of which create challenges and opportunities for those pursuing careers in clean energy. Electrification, AI-enabled optimization, and new …

By Kennedy Sani
Kennedy Sani Employer Partnerships Manager
Read more

Making Your Summer a Launchpad for Investment Banking

Breaking into investment banking as an MBA Associate in your second year is one of the most competitive outcomes in business school, not only because of the technical demands, but because the number of full-time Associate openings is extremely limited …

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and 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 the tight recruiting timeframe for many roles and industries, recruiting does not take a break.

By Rebecca Stekloff
Rebecca Stekloff Senior Director, Employer Partnerships
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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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Understanding recruiting in the Diversified Financial Industry

Diversified financial services employers span both consumer and commercial markets. With hubs in major cities like New York, Dallas, Wilmington (DE), Phoenix (AZ), Shanghai, China, Mumbai, India, and many more, this industry offers a global stage to build your career. …

By Kennedy Sani
Kennedy Sani Employer Partnerships Manager
Read more

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Career Resources

MBA-Exchange Jobs & Development Programs [Current Students]

Industry Guides



Skill Building

Industry Primer: Investment Banking

This Primer covers all Investment Banking essentials, including what types of deal services Investment Banks offer. Topics include: M&A, Equity…

Industry Primer: Corporate Banking

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Industry Primer: Wealth Management

Wealth Management is fundamentally a distribution business. It offers white-glove service, connecting high-net-worth clients seamlessly with whatever financial products they…

Industry Primer: Blockchain

Blockchain technologies – cryptocurrencies, NFTs, smart contracts – are among the most discussed emergent technologies today. Many believe that blockchain…

Industry Primer: Core Banking Systems

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Function Primer: Finance

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Industry Primer: Digital Payments

Digital payments. Without them, the global economy would grind to a halt. Hundreds of trillions of dollars are flowing each…

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Interview Tips for Finance Professionals

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Excel: Advanced Formulas and Functions (2023)

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

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

PowerPoint Crash Course

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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

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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

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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

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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,…

Industry Primer: Banking Primer

From the income statement to the operating model, almost everything about banks is different from a typical company. Even though…