Investment Banking Workshop

The Investment Banking Workshop, directed by Susan Monaco and Steve Sibley, seeks to immerse Kelley’s highest-performing finance and accounting students in the financial services industry.

Admitted workshop members will take 4.5 credit hours. Additional professional development opportunities include two Alumni Super Friday Seminars, two pitch competitions, field trips to New York City and Chicago, and specialized training with Training with the Street. The curriculum begins for freshmen in the Financial Services Club, where students learn the basics about the industry.

The Investment Banking Workshop engages with many of the top firms in the industry, including Goldman Sachs, Bank of America Merrill Lynch, Barclays, and J.P. Morgan, as well as blue-chip boutiques including Evercore, Rothschild & Co, Perella Weinberg Partners, Moelis & Company, and Lazard.

Workshop Application and Admission

Sophomores in the fall semester, assuming students are spending four years at IU.If students are taking 4.5 or 5 years to complete undergraduate work, or are 3/2 MBA students, they should apply in the fall semester of their junior year.

Applications are due as an assignment in week one of F355 Investment Banking and Capital Markets.

Admittance into the Investment Banking Workshop will be based on the student's application, cumulative GPA of at least a 3.60 as of August, and grade performance in F355 Investment Banking and Capital Markets.

Additional soft skills will be evaluated during the application period and an interview that will take place at the end of F355.

Applications are open mid-September through mid-December.

Mid-December

Formal Investment Banking Workshop activities change from year to year based on employer hiring practices but generally begin in January of the spring semester.

Learn More

Highly Recommended Course

  • BUS-F255 Careers in Finance (3 credits), offered to freshmen, is encouraged and highly recommended.

Workshop Courses

  • BUS-F355 Investment Banking and Capital Markets (1.5 credits), fall sophomore year
  • BUS-F428 Investment Banking I (1.5 credits), spring sophomore year
  • BUS-F429 Investment Banking II (1.5 credits), fall senior year

Workshop Time Commitment

While students are not expected to have any experience in the financial services industry, they should demonstrate a passion for accounting, finance, and the financial markets. The Investment Banking Workshop historically has placed students into traditional investment banking positions in mergers and acquisitions, restructuring, and client-facing industry or coverage groups. Students applying for the workshop should demonstrate their knowledge and interest in these career options.

Once admitted to the workshop, students should prioritize workshop activities, including helping their workshop peers. While we expect students to apply to multiple Kelley workshops, as workshop participation is important to the development of students’ education, students should expect that they can only be a part of the Investment Banking Workshop if they are not members of other Kelley workshops. To be in good standing in the workshop, a member must commit to attending any required meetings and networking sessions with alumni and employers within the field.

Workshop Faculty

Susan Monaco

Clinical Associate Professor

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Steve Sibley

Clinical Assistant Professor of Finance

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Workshop Enrollment Questions?

For questions on workshop enrollment, please email ksbfin@indiana.edu