The Coaching Curriculum

Everything You Need to Break Into Investment Banking

Learn how to position yourself competitively and build a recruiting process designed specifically for investment banking.
Strictly Limited to 20 Participants Each Month

The Banking Blueprint
Includes:

  • Candidate Positioning
  • Target Firm Strategy
  • Networking
  • Interview Preparation
  • Skills & Execution
Track One
Build a clear and competitive candidate profile that shows investment banks why they should choose you.
Includes:
Build Your Personalized Firm List
We use your background, goals, experience, and preferences to build a customized list of compatible investment banks.
Create Your Master Resume
We optimize your master resume so it can be easily customized for each investment banking application, so you are always a fit.
The Perfect Cover Letter
We help you build a polished master cover letter that can be quickly customized for each firm, role, and investment banking application.
Build Your Online Presence
We help you create consistent LinkedIn content that increases your visibility with bankers, recruiters, and other finance professionals.
Optimize Your LinkedIn Profile
We optimize your LinkedIn profile for banker searchability, professional clarity, and stronger positioning throughout the recruiting process.
Develop Your Behavioral Answers
We edit and refine your behavioral answers for interviews, networking calls, and other recruiting conversations.
Strictly Limited to 20 Participants Each Month
Track One
Create a customized recruiting plan that organizes your time, simplifies firm research, guides your outreach, and keeps your recruiting process on track.
Includes:
Create Your Recruiting Schedule
We organize your existing calendar and fit every required recruiting activity into a personalized schedule you can realistically follow.
Organize Your Daily Tasks
We schedule your technical preparation, LinkedIn activity, networking outreach, calls, applications, and other recruiting responsibilities for each week.
Research Your Target Firms
We research your target investment banks for you so you do not spend hours searching through individual firm websites.
Design a Research Guide
We turn our research into easy to follow firm guides so you are prepared before networking calls and recruiting conversations.
Develop Your Outreach Strategy
We show you how to contact investment bankers through different communication methods and approach each professional with a clear purpose.
Maintain Accountability
We monitor your progress and keep you accountable so your recruiting activity remains consistent and you continue moving forward.
Strictly Limited to 20 Participants Each Month
Track One
Turn cold outreach into genuine banker relationships that can support you when applications open.
Includes:
Personalize Each Banker Connection
We show you how to approach each banker individually so your outreach feels intentional, relevant, and worth responding to.
Find Natural Conversation Starters
We help you uncover relatable details about each banker so you can break the ice naturally and create an immediate connection.
Build Genuine Banker Rapport
We teach you how to keep conversations engaging, establish credibility, and develop relationships bankers actually remember.
Master Your Networking Calls
We run realistic mock calls so you learn to sound natural, ask strong questions, listen effectively, and avoid dominating the conversation.
Master Strategic Banker Followups
We give you a clear follow up system that keeps relationships warm without becoming awkward or easy to ignore.
Build An Active Network
We keep you accountable until you develop real relationships at your target firms that you can rely on when applications open.
Strictly Limited to 20 Participants Each Month
Track One
Build the confidence, technical knowledge, and interview experience needed to perform under pressure when the opportunity finally arrives.
Includes:
Get Unlimited Interview Support
For a year you can ask questions whenever a technical concept does not make sense and get a clear explanation until you fully understand it.
Practice Realistic Mock Interviews
We recreate the pressure and pacing of real investment banking interviews so the environment feels familiar before interview day.
Receive Detailed Interview Feedback
Every mock interview comes with specific feedback on your answers, delivery, weaknesses, and the areas you should improve next.
Complete Simulated Superdays
We run multiple interviews back to back so you experience the stamina, pressure, and changing interviewer styles of a real Superday.
Refine Your Interview Performance
We use each practice session to improve how you communicate, think under pressure, structure answers, and present yourself professionally.
Evaluate And Negotiate Offers
We help you understand your offer, evaluate important terms, and prepare for compensation discussions when negotiation is appropriate.
Strictly Limited to 20 Participants Each Month
Track One
Develop the practical skills and work products you will be expected to create as an investment banking analyst.
Includes:
Build the CIM
We walk you through creating a professional CIM and provide feedback so your work reflects the standards expected in investment banking.
Create Professional Deal Teasers
We teach you how to build concise transaction teasers that clearly communicate the most important information to prospective buyers.
Construct Valuations
We guide you through the valuation methods analysts use and review your work so you can build models with confidence.
Develop Targeted Buyer Lists
We teach you how to identify, research, and organize the most relevant strategic and financial buyers for a transaction.
Complete Simulated Deal Work
You apply what you learn through realistic transaction assignments designed to replicate the work performed by investment banking analysts.
Receive Personalized Work Feedback
We review your completed materials, explain what needs improvement, and help you refine your work until it meets a professional standard.
Strictly Limited to 20 Participants Each Month
Track Two
Develop analyst skills through practical training designed to simulate investment banking work.
Includes topics that might seem familiar to you, except that we teach them as if we were training you as a new investment banker. That means you learn practical ways to hit the ground running and show that you know what you are doing:
Includes:
Includes:
Financial statement analysis

Learn how to read the three financial statements to find competitive advantages and flaws in a business and create the most compelling narrative for clients.

Valuation methodologies

Learn the methods that investment banks use to value a company – these are the practical approaches without academic jargon or methods taught in school that banks don’t use on real deals.

Due diligence processes

Learn the process that investment banks use to prepare to bring their clients to market. That way, you are ready to support your team from day one.

Buyer list creation

Learn how banks collect their contacts and what the ideal buyer looks like for each deal.

Teaser creation

Learn how banks advertise a deal before sharing sensitive information with qualified buyers. This is part of the marketing component of investment banking that you don’t learn as a finance major.

CIM creation

Learn how banks present a complete investment narrative about a company. It is essential to know what this document is and how to create one.

Simulated transactions

Take everything you learned and apply it to a simulated deal so that you gain competence and feel confident before your first internship or full-time job.

Strictly Limited to 20 Participants Each Month
Receive ongoing support so that you aren’t figuring things out on your own.
Includes:
Includes:
Weekly live classes
Recorded sessions
Email support
Small group &
one-on-one coaching
Two private coaching sessions directly with Founder & Director Noah Neitlich
Strictly Limited to 20 Participants Each Month
BONUS
Learn how modern analysts can use AI tools to create more value and improve efficiency. Schools don’t teach this and we even show you an AI tool that will save you hours of time. Firms want to know that you have AI exposure for investment banks, and you get this when you join the Investment Banking Academy.
Includes:
Includes:
Generate key deal documents
Learn AI for investment banking
Save hours
of manual work
Stand out
during recruiting
Training on a proprietary, leading-edge AI tool that generates a key deal transaction document for banks. Having this powerful tool will set you apart, teach you about AI in banking, and save you hours of time.
Strictly Limited to 20 Participants Each Month
BONUS
Certification that demonstrates your commitment to practical investment banking training, along with work products that show that you have actual skills.
Includes:
Includes:
Investment Banking Academy Certification

Receive your Investment Banking Academy Certificate upon successful completion.

Digital Certification for LinkedIn

Showcase your training and commitment directly on your LinkedIn profile.

Completed Confidential Information Memorandum

Complete a professional CIM used in real-world investment banking transactions.

Completed Valuation Model

Build a practical valuation model that demonstrates your analytical capabilities.

Strictly Limited to 20 Participants Each Month
TRAINING FORMAT
Includes:
Learn Through
Self-Paced Training

You gain access to a library of videos consisting of all the skills you need to become an investment banking analyst. You are encouraged to build materials as you follow along with the videos, and we support you along the way.

Attend Live Classes
& Workshops

Join live sessions designed to reinforce concepts, answer questions, and provide additional insights about securing your first role in investment banking. Every session is recorded so that you never fall behind if scheduling conflicts arise.

Practice Through
Simulated Deal Work

Apply concepts immediately through simulated investment banking projects that you can follow along with live. We designed the projects to replicate analyst workflows. Learn how investment bankers really build valuations, create deliverables, and think through transactions. This is the kind of information your school is very likely not teaching you.

Receive Constructive Coaching,
Feedback & Support

Receive direct feedback anytime you complete a project or you can schedule a one-on-one call for extra help. We will provide you with networking support and coaching throughout the process so that you are not navigating investment banking recruiting alone. This is one of the reasons we strictly limit enrollment.

Strictly Limited to 20 Participants Each Month

Ready to Start Your Journey

Unlock your full potential with expert-led training and personalized support. Book a free call with Noah Neitlich.

Investment Bank Academy Networking Sprint

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