Investment Banking Fellowship

The Fink Center hosts the Investment Banking and Kayne Investment Management Fellowship Programs. First year, full-time MBA students with great potential are chosen as Fellows and receive 3 industry mentors. Mentors come from leading firms and every effort will be made so that each Fellow receives a mentor that is junior, mid-level, and senior in their career. This program provides assistance to first-year MBAs committed to completing summer internships in investment banking and investment management and mentors help students in navigating this process. Fellows also receive a nominal Fellowship Award.

The Center accepts applications in the Fall of each year for selecting fellows for the next year.

Investment Banking

 

The Investment Banking Fellows program is designed to encourage fellows in pursuing a career in investment banking. In addition to their formal recognition as fellows, the selected students will be matched with alumni mentors in the field. These mentors may be drawn from either the U.S. or international investment banking centers. Fellows will receive guidance in interview preparation for summer internships. They will also have facilitated access to distinguished investment banking professionals who are friends of the Fink Center.

Fellows are expected to participate in the standard investment banking internship recruiting process through the Parker Career Center, in addition to attending special meetings organized by the program. The final choice of internship is left in each fellow's hands, though the program expects that fellows will choose an internship in investment banking.

View the Current MBA Fellows
Selection process: Interested first-year, full-time MBA students should submit their application by noon on Friday, September 23rd, 2016.

The program is open to all UCLA Anderson MBA students with a demonstrated interest and commitment to completing a summer internship in investment banking in Summer 2017. The Fellowship now accepts applications from both full-time MBA students as well as Fully Employed MBA students who can arrange to intern in the summer. Finalists will be chosen by a selection committee based on academic excellence, innovation, creativity, and motivation to succeed in the world of investment banking. We encourage applications both from those with experience in the industry and from those who are considering entering investment banking for the first time.

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Investment Banking

 

Mentors

The Fink Center is deeply grateful to members of the finance community who have participated as mentors in the Investment Banking and Investment Management Fellowship programs. Without their help, these programs would not be possible. We thank our mentors for sharing their time, expertise, and guidance with our Fellows.

Investment Banking Firms:
  • Bank of America Merrill Lynch
  • Barclays
  • Citi
  • Credit Suisse
  • Goldman Sachs
  • J.P. Morgan
  • Moelis
  • Morgan Stanley

Past Fellows

Harshvardhan Chowdhary
2016

Harsh Chowdhary is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Harsh was a Senior Analyst at Cornerstone Research in Los Angeles. At Cornerstone, Harsh worked on building economic damages models to support expert witnesses in corporate litigation matters.

Prior to Cornerstone, Harsh was an auditor in Ernst & Young’s Financial Services Office, where he served banking and private equity clients. This summer, Harsh will be working at Goldman Sach's Los Angeles office for the Western Region Advisory team.  

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Max Levenstein
2016

Max Levenstein is pursuing an MBA at the UCLA Anderson with an emphasis on Finance. Prior to attending Anderson, Max worked as a project manager for Chicago based Northern Trust Bank and W.W. Grainger, focusing on data driven operational improvements. Max graduated from the University of Michigan in 2012 with a B.A. in Economics and Political Science.

At Michigan, Max was an active member of the Michigan Marching Band’s Alto Saxophone section, rooting on the Wolverines every Saturday in the Big House. At UCLA Anderson, Max is a First Year Director of the Investment Finance Association and a member of the Anderson Real Estate Association.  Max will be spending his summer working for Moelis and Company in Los Angeles.

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Michael Santia
2016

Michael Santia is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Michael was an Assistant Vice President in Franklin Templeton Investments’ private wealth management group. At Franklin Templeton, Michael was responsible for trading implementation, portfolio analytics, and the development of relationships with individuals, families, and foundations.  

This summer, Michael will be working for Bank of America Merrill Lynch in its New York office. Michael graduated with a bachelor’s degree in finance from Santa Clara University, where he was a member of the Varsity Baseball Team. At UCLA Anderson, Michael is a member of the Investment Finance Association and the Anderson Ski & Snowboard Club.

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Nick Babikian
2015

Nick Babikian is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to Anderson, Nick was as a Project Manager at Kinetic Systems Inc., an international construction company. Before being promoted to Project Manager, he worked as an engineer based in Frankfurt, Germany and was a consultant to design teams on projects throughout Europe, the Middle East and Southeast Asia.

Nick graduated from the University of Southern California with a B.S. in Civil Engineering. At USC, Nick rowed for the men's crew team and placed second in the Grand Challenge Cup at the Henley Royal Regatta. At UCLA Anderson, Nick is a member of the Investment Finance Association and the Public Speaking Club. Nick will be doing his summer internship with Goldman Sachs in their Energy Group in Houston. Nick completed his summer internship with Goldman Sachs in their Energy Group in Houston. He will be returning there fulltime upon graduation.

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Ian Martin
2015

Ian Martin is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Ian was a Senior Cash Desk Associate in PIMCO's Portfolio Management Group in Newport Beach. At PIMCO, Ian managed the cash investment and liquidity monitoring process in all of PIMCO's publicly traded mutual funds and separately managed client accounts. Prior to PIMCO, Ian was a Captain in the United States Marine Corps, where he served as an Infantry and Intelligence officer.

Ian graduated from Bucknell University in 2007 with a B.S. in Business Administration, with a concentration in Accounting. At UCLA Anderson, Ian is on the executive boards of both the Investment Finance Association and the Anderson Veterans Association. Ian most recently completed a summer internship with Lazard Frères & Co., and will be joining J.P. Morgan's Healthcare Investment Banking group in New York upon graduation.

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Blake Nixon
2015

Blake Nixon is pursuing his MBA in Finance at UCLA Anderson. Prior to Anderson, Blake spent five years in Beijing, China, most recently as a Manager in KPMG China's Transaction and Restructuring group, where he led teams focused on M&A advisory including strategy, due diligence and corporate finance. His global deal experience ranges from advising middle-market firms to some of the largest cross-border transactions involving China, including representing clients on both the buy-side and sell-side.

At UCLA Anderson, Blake is a member of the Investment Finance Association, Greater China Business Club and the Anderson Golf Club. Blake holds an Economics degree from the Georgia Institute of Technology. He currently lives with his wife in Los Angeles, CA. Blake completed his summer internship with Barclays in their Financial Sponsors Group in Los Angeles. He will be returning there fulltime upon graduation.

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Doug Taylor
2015

Doug Taylor is pursuing his MBA in Finance at UCLA Anderson. Prior to Anderson, Doug spent seven years at Thomson Reuters in the Capital Markets Consulting Group in New York City. At Thomson Reuters, Doug was a consultant to equity and debt capital markets investment bankers, helping them market their transactions to institutional investors.

At Anderson, Doug is a First Year Director of Investment Banking for the Investment Finance Association and a member of the UCLA Anderson Outdoor Adventure Club. He graduated from the University of Virginia, where he majored in Economics. Doug completed his summer internship with Citi in their Industrials group in New York. He will be returning there fulltime upon graduation.

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Buzz Black

2014

Buzz Black is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Buzz was a Senior Financial Analyst at Merrill Lynch's Private Banking and Investment Group in Los Angeles.

At Merrill Lynch, Buzz worked on an advisory team that managed $3 billion in high-net worth client assets. Buzz graduated from Brigham Young University with a B.S. in Finance. At BYU, Buzz was a Spanish language instructor and an active member of the BYU Finance Society. At UCLA Anderson, Buzz is Captain of the Anderson Flag Football Team and a First Year Director in the Investment Finance Association. Buzz Black accepted a summer internship position with Bank of America Merrill Lynch in Palo Alto and will be returning there full time to work in their Technology Group.

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Brian Innes

2014

Brian Innes is pursuing his MBA at UCLA Anderson. Previously, Brian worked in the capital markets industry in New York for five years, most recently as an equity research analyst at Credit Suisse, covering the hardline retail sector.

Prior, he was an equity analyst at Telsey Advisory Group, a leading consumer-focused equity research and consulting firm, where he focused on discount, food, and hardline retail. Brian began his career as an institutional equity sales associate at Telsey Capital Group, the firm's broker-dealer subsidiary, covering institutional clients in the US, Canada, and Europe. He graduated from Northwestern University in 2008 with a B.A. in Economics, and holds the FINRA Series 7, 66, 86, and 87 licenses. At UCLA Anderson, Brian is President of the Investment Finance Association, a Director of Finance for the Retail Management Association, and President of the Anderson Ski & Snowboard Club. Brian Innes accepted a summer internship position with Bank of America Merrill Lynch in New York and will be returning there full time to work in their Global Industrials Group.

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Sean Simons

2014

Sean Simons is pursuing an MBA in finance at UCLA Anderson. Prior to Anderson, Sean spent six years in Chicago working in both real estate and corporate finance. Most recently, Sean was an Assistant Vice President at Wintrust Financial Corporation, a bank holding company, where he focused on financing M&A transactions for bank clients and the management of an institutional leveraged loan portfolio.

Before joining Wintrust, Sean was a Senior Analyst at Cohen Financial, a real estate capital services firm, where he underwrote debt and equity investments. At Anderson, Sean is a first-year director in the Investment Finance Association and a member of the Anderson Golf Club. He graduated from the University of Wisconsin - Madison with majors in Finance and Real Estate. Sean Simons accepted a summer internship position with Bank of America Merrill Lynch in New York and will be returning there full time to work in their Leveraged Finance Group.

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Steve Hollich

2013

Is pursuing an MBA specializing in finance while at UCLA Anderson. Upon completing undergrad, Hollich joined Bank of America Merrill Lynch as a Collateralized Debt Obligation analyst in Chicago and later worked as an underwriter in the commercial bank in San Francisco.

Most recently, Steve worked at Martin Wolf M&A Advisors as an analyst covering middle-market companies in the IT sector. At Anderson, Steve is a first-year director of investment banking in the Investment Finance Association and a member of the Wine Club. He graduated from the University of Wisconsin - Madison with a Bachelors in Business Administration majoring in both Finance and Real Estate. Steve did his summer internship at Moelis & Co. in Los Angeles and will be returning there fulltime upon graduation.

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Andrew Skrip

2013

Is pursuing his MBA at UCLA Anderson. Most recently, he worked at Union Bank, where he focused on financial planning, analysis and business strategy within the retail banking segment.

At UCLA, Skrip is a first- year director of investment banking in the Investment Finance Association and a member of the Entrepreneurial Association. Skrip attended Claremont McKenna College, where he majored in Economics and Accounting and was a four-year letter winner of the Men's Varsity Basketball Team. Upon graduation, he took a role with PricewaterhouseCoopers and gained CPA licensure. Skrip did his summer internship at Deutsche Bank in San Francisco and will be returning there fulltime upon graduation.

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Matthew O'Connell

2013

Matthew O'Connell is pursuing an MBA in finance at UCLA Anderson. Prior to Anderson, he spent five years at Greenwich Associates providing strategic consulting services to institutional financial services clients.

At Anderson, O'Connell is a first-year director in the Investment Finance Association. He graduated with Honors from the University of Connecticut where he majored in Economics and Political Science. O'Connell did his summer internship at Bank of America Merrill Lynch in New York and will be returning there full-time upon graduation.

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Matthew Cautero

2012

Matthew Cautero most recently was an investment associate at University of Pennsylvania's Office of Investments, where he focused on private equity and absolute return investments within the university's $6 billion endowment fund.

At UCLA, Cautero is a first-year director in the Investment Finance Association and a member of the Ski & Snowboard Club. Cautero attended Yale University, where he majored in history and was a four-year letter winner on Yale's Varsity Football Team. Upon graduation, he joined Lazard Fréres as an analyst in its Private Fund Advisory Group. Cautero will be interning at Deutsche Bank in San Francisco this summer.

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Robert Michlovich

2012

Rob Michlovich is pursuing an MBA in finance at UCLA Anderson. He spent the last four years working at UBS in New York City as a portfolio specialist on the municipal sales desk. Prior to the municipal sales desk, he was a member of the 2007 Graduate Training Program at UBS.

At Anderson, Michlovich is a first-year director of investment banking in the Investment Finance Association and a member of the Wine Club and the Ski & Snowboard Club. Michlovich graduated with a bachelors of science in finance from Penn State University, where he was president of the Smeal Business Consulting Group and an active member of the Penn State Dance Marathon. Michlovich has accepted a summer position at Bank of America Merrill Lynch in New York.

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Jordan Weitzen

2012

Jordan Weitzen is pursuing his MBA at UCLA Anderson. Most recently, he worked at Fortress Investment group in New York City, where he focused on investing in distressed credit and equity opportunities.

At UCLA, Weitzen is a first- year director of investment banking in the Investment Finance Association and a member of the Entrepreneurial Association. Weitzen attended Harvard University, where he majored in economics and was a four-year starter on the Men's Division I Varsity Volleyball Team. Upon graduation, he took a role as a strategy execution consultant at BTS USA, a spinoff of Bain & Company. Weitzen is spending the summer at Barclays in Los Angeles.

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