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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 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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Career Advisor Top 5: Insights I Wish I Knew in August 

Learn more about our Career Advisor Team.

By Mary Kate Scardillo
Mary Kate Scardillo Career Coach
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11 Good Books About Stock Market for Beginners

It’s known that saving and investing are key steps to reach financial security and build wealth. But for beginners, navigating the stock market can be quite intimidating. You’ll be introduced to unfamiliar—and often tricky—terms and lots of investment options that …

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5 Keys to Success That an IB Analyst and Associate Learned Together

Susie Choi and Sam Johnson are part of the Consumer Group at Harris Williams, an investment bank specializing in M&A advisory services. Susie is an associate; Sam is an analyst. The two have worked closely together on multiple deals out …

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Investment Banking Interview Questions

Wall Street Prep’s Guide to Understanding the Top 10 Investment Banking Interview Questions

By Mike Minutoli
Mike Minutoli Senior Director, Career Education and Coaching
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Career Resources

MBA-Exchange Jobs & Development Programs [Current Students]

Don’t miss the opportunity to connect with hiring employers at these free networking events! Click the Register button under an …

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 …

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,…