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Investment Banking Workshop

The workshop engages with many of the top investment banking and principal investment firms in the industry, including Bank of America, Barclays, Evercore, Goldman Sachs, Greenhill, J.P. Morgan, Jefferies, Moelis & Co., Perella Weinberg Partners, RBC, William Blair, Blackstone, Carlyle, Adams Street Partners, Shore Capital, and others.

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

Admitted workshop members will take 6 credit hours. Additional professional development opportunities include two Alumni Super Friday Seminars each year, three pitch competitions, sophomore-year trips to New York City, Chicago and San Francisco, and specialized training with Training with the Street. The curriculum begins in various finance clubs, where students learn the basics about the industry.

Workshop Application and Admission

To be considered for the IBW, students must:

  • Be admitted to the Kelley School of Business
  • Have completed at least 24 credit hours
  • Hold a minimum 3.75 cumulative GPA at the start of the Fall 2025 semester

Students with a cumulative GPA below 3.75 may still apply by submitting their resume along with a one-page exception memorandum outlining:

  • Why they believe they are a strong candidate
  • How they plan to raise their GPA to acceptable employer levels by December 31, 2025

Faculty will review these memoranda and may follow up with select students for additional discussion.

Although not required, students are strongly encouraged to register for an independent self-guided ‘Introduction to Corporate Finance’ Canvas course and sit for a placement exam. The results of the placement exam will determine eligibility for enrollment in BUS-F 210: Investment Banking & BUS-F 210: Capital Markets. The BUS-F 210 placement exam is currently scheduled for the Friday before Fall 2025 classes begin – August 22, 2025. Students will be required to submit their resume when they register for the placement exam. Placement exam registration and resume submission opens June 1, 2025, and closes August 10, 2025.

Students sitting for the placement exam must also have the following reflected on the academic record prior to the placement exam:

  • Admitted Kelley School of Business student
  • 24 completed credit hours
  • 3.75 cumulative GPA at start of Fall semester
  • BUS-F 100 highly recommended but not required

Students may apply to the Investment Banking Workshop if they are scheduled to graduate in December of 2027 or May of 2028 including students with delayed graduation due to changes in majors and/or the addition of various master’s programs.

The requirements for admission to BUS-F 210 are noted under the “Who can apply?” according to the above.

Additionally, well-rounded applicants would have:

Academic Record: Strong first-year grades, especially in relevant subjects such as math and business-related courses, can make an applicant competitive.

Extracurricular Involvement: Active participation in extracurricular activities, especially those related to business or leadership roles, can enhance an applicant’s profile.

Application Essays: A well-crafted personal statement that demonstrates the applicant’s passion for business and their fit for the IBW program is crucial.

Work Experience: Relevant work experience or internships in business or related fields can set an applicant apart.

Demonstrated interest in the financial markets as a perpetual learner with accelerated career goals.

Interview Performance: Strong performance on the behavioral, technical, and markets-based admittance interviews is crucial.

Investment Banking Workshop (IBW) Application Process – Fall 2025

All students interested in applying to the Investment Banking Workshop (IBW) will follow a single, unified application process. Completion of BUS-F 100 and BUS-F 210 are strongly encouraged but not required to apply. Students will be evaluated holistically, based on overall academic performance —including BUS-F 210 if taken — demonstrated interest in financial advisory services (i.e,. investment banking) and principal investments (i.e., the “buyside” including private equity, private credit, growth equity, venture capital), and other application materials and interviews. Final admissions decisions will be made by faculty using multiple evaluation criteria. 

Eligibility Criteria:

To be considered for the IBW, students must:

  • Be admitted to the Kelley School of Business
  • Have completed at least 24 credit hours
  • Hold a minimum 3.75 cumulative GPA at the start of the Fall 2025 semester

Students with a cumulative GPA below 3.75 may still apply by submitting their resume along with a one-page exception memorandum outlining:

  • Why they believe they are a strong candidate
  • How they plan to raise their GPA to acceptable employer levels by December 31, 2025

Faculty will review these memoranda and may follow up with select students for additional discussion.

Decisions are communicated to applicants shortly after the admissions interviews in early October.  Admitted students continue during the last half of the fall semester with pre-workshop education and training.

Learn more

Highly Recommended Self-Study Module

First-year students can begin registering for access to an independent self-guided ‘Introduction to Corporate Finance’ Canvas course. This course will be available until the placement exam.

Register for self-guided course


Self-Guided Course and Placement Exam

The BUS-F 210 placement exam is currently scheduled for the Friday before Fall 2025 classes begin – August 22, 2025. Students are required to submit their resume when they register for the placement exam. Exam registration and resume submission opens June 1, 2025, and closes August 10, 2025.

Students sitting for the placement exam must also have the following reflected on the academic record prior to the placement exam:

  • Admitted Kelley School of Business student
  • 24 completed credit hours
  • 3.75 cumulative GPA at start of Fall semester
  • BUS-F 100 highly recommended but not required

Students may apply to the Investment Banking Workshop if they are scheduled to graduate in December of 2027 or May of 2028 including students with delayed graduation due to changes in majors and/or the addition of various master’s programs.

Results of the placement exam will determine eligibility to enroll in BUS-F 210: Investment Banking & BUS-F 210: Capital Markets (1.5 credits) during the fall of students’ second year.

Workshop Courses

  • Investment Banking Workshop I (1.5 credits); spring of second year
  • Investment Banking Workshop II (1.5 credits); fall of third year
  • Investment Banking Workshop III (1.5 credits); fall of fourth year
  • Investment Banking Workshop IV (1.5 credits); spring of fourth year

*At least 3 of the 6 credit hours required count for finance elective credit 

Workshop Time Commitment

While students are not expected to have any experience in the financial services industry, they should demonstrate a passion for finance, investing and the financial markets. The Investment Banking Workshop historically has placed students into traditional investment banking positions in mergers and acquisitions, restructuring, and other financial advisory industry or coverage groups. The Investment Banking Workshop also places students in principal investment roles including private equity and private credit, and this trend is expected to increase.

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

David Haeberle

Clinical Professor of Finance

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Steve Sibley

Clinical Associate Professor of Finance

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