About UWIBA
Our Programs
UWIBA offers two distinct programs to accommodate for the differing time commitments, education needs, and graduation years of its members.
General Track
Designed for students who are curious about investment banking and want to explore the industry in a flexible, low-pressure environment. Members attend weekly sessions covering industry fundamentals, deal walkthroughs, and insights from professionals. It’s the perfect place to build foundational knowledge, network with peers, and decide if banking is the right path for you.
Recruitment Track
A competitive, high-commitment program tailored for students actively pursuing investment banking internships. Members receive personalized mentorship, intensive technical and behavioral interview prep, and exclusive networking opportunities with top firms. This track equips students with the skills, experience, and connections needed to break into the industry and thrive.
Education
Curriculum
Our 16-week curriculum provides a comprehensive foundation in both technical and behavioral skills, ensuring that every member gains the knowledge necessary to excel in both internships and long-term careers in finance. Members are immersed in core investment banking concepts, such as:
Financial Accounting
Valuation Methodologies
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Enterprise & Equity Value
Discounted Cash Flow
Leveraged Buyout
Merger Models
Recruitment Track Timeline
Spring
Members receive a comprehensive introduction to the investment banking industry, covering key areas such as deal structures, firm roles, and current market trends. The spring curriculum also dives into essential technical concepts like accounting, valuation methodologies, and M&A analysis, all of which are foundational for interviews. In addition, students begin preparing for behavioral interviews and receive guidance on effective networking strategies with industry professionals.
Summer
Over the summer, members follow a structured self-study syllabus to deepen their understanding of technical and behavioral topics. Regular check-ins and mock interviews with junior mentors help sharpen interview skills, while students also begin crafting and refining their personal behavioral stories. To build momentum for recruiting, members start organizing a networking tracker to identify professionals they plan to reach out to in the fall.
Fall
Fall is focused on refining learned concepts, and applying skills in real-world scenarios through in-depth case studies, including Discounted Cash Flow (DCF) and Leveraged Buyout (LBO) models. Members participate in weekly mock interviews with their assigned mentors to simulate the recruiting environment and receive targeted feedback. Networking efforts intensify as students begin reaching out to professionals in preparation for internship recruitment.
Mentorship
All UWIBA members are paired with a club upperclassman that has gone through the curriculum and landed an offer, along with an industry mentor currently working in an IB role, offering valuable insights to help members navigate their recruitment journey.
2024 NYC Trek:
J.P.Morgan, Solomon Partners, KeyBanc
2025 SF Trek:
J.P.Morgan, Goldman Sachs, Moelis, Barclays
Firm Visits
We organize exclusive visits to leading investment banks and host annual treks to major financial hubs, providing members with firsthand exposure and networking opportunities.