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Investment Banking Fellowship

 
Since 2010, the Fink Center has proudly hosted the Investment Banking Fellowship.

The fellowship helps outstanding students committed to completing summer internships in investment banking navigate the process. Each fellow is matched with three industry professionals in the field who provide career advice and guidance throughout the summer internship recruiting process. The assignment of three mentors – one that is junior, mid-level and senior in their careers – provides fellows with a unique 360° perspective on the investment banking industry. Mentors come from leading firms and are matched based on the fellows’ stated function and geographic location preferences. While the cornerstone of the program is the invaluable mentorship that fellows receive, additional benefits include: a nominal monetary fellowship award and designation as a Fink Fellow.

Eligibility & Requirements

 

Applications for the 2023-2024 cycle will be accepted from September 13 - October 6, 2023.
To apply, please click here

Please read below for eligibility criteria. Please note, applicants may only apply to one fellowship program – investment banking or investment management. Applicants that submit applications for both will be disqualified.

Open To: First-year MBA students and second-year FEMBA students. Please note, FEMBA students must be OCR-eligible.

Who Should Apply: Students with a demonstrated interest and commitment to recruiting for an investment banking summer internship. We encourage applications both from those with experience in the industry and from those who are considering entering investment banking for the first time.  

Application Components

Your application must include the following:

  • Completed application form
  • Copy of your current resume
  • Answers to eight short-answer questions about your background and career goals, and how they relate to the Investment Banking Fellowship program

Applicants chosen to move on to the final round will be invited to interview with a panel consisting of the program administrators, past fellows, and industry professionals. 

Selection Criteria:

Fellows will be chosen based on academic excellence, mentorship need, motivation to succeed in the field, and commitment to giving back to the program by staying involved and mentoring future fellows. 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 fellows' hands, though the program expects that fellows will choose an internship in investment banking.

Questions about the fellowship program can be emailed to the Fink Center at fink.center@anderson.ucla.edu

Mentorship

 
The Fink Center is deeply grateful to the members of the finance community who share their time, expertise and guidance with our fellows. Without their help, this program would not be possible.

Investment Banking Fellows

 
Anthony Yoo ('24)

Anthony Yoo is an Investment Banking Fellow, pursuing an MBA with a specialization in Finance at the UCLA Anderson School of Management. Along with being a Fink Fellow, Tony is a member of the Investment Finance Association (New York DOJ Director) and the John Anderson Golf Club.

Prior to Anderson, Tony was an MBA Investment Banking Intern at the Watertower Group. In this role, he led the identification process for blockchain and helped fundraise millions of dollars in capital via valuation models and decks. Tony is an alumnus of the University of California, San Diego where he earned a Bachelor of Arts in International Studies specializing on Economics. Tony enjoys golfing, is an avid Warriors fan, and has a gold medal in World Tae Kwon Do Federation.

Jeremy Bowinkel ('24)

Jeremy Bowinkel is an Investment Banking Fellow, pursuing an MBA with a specialization in Corporate Finance and Real Estate at the UCLA Anderson School of Management. Along with being a Fink Fellow, Jeremy is a member of the Investment Finance Association, Association for Real Estate at Anderson, Outdoor Adventure Club and the Adam Smith Society.

Prior to Anderson, Jeremy was the Associate Director for UBS Asset Management. In this role, he oversaw 12 client service managers, developed and implemented onboarding practices, managed a team of five analysts and conducted quantitative analysis of client transactional activity. Jeremy is an alumnus of Indiana University, Kelley School of Business where he received a Master of Science in Information Systems with a concentration in Enterprise Risk Management and Business Intelligence. He is also an alumnus of Indiana University College of Arts and Science where he received a Bachelor of Arts in Chemistry with a Minor in Informatics. Jeremy enjoys his yearly skiing trips, Classic Rock Music, and Finance Podcasts.

Jesse Zhou
Jesse Zhou ('24)

Jesse Zhou is an Investment Banking Fellow, pursuing an MBA with a specialization in Corporate Finance and Technology at the UCLA Anderson School of Management. Along with being a Fink Fellow, Jesse is a member of the Investment Finance Association (San Francisco DOJ Director), AnderTech, Adam Smith Society and Spirits, Greater China Business Association (Director of Partnerships), and South Asian Business Association.

Prior to Anderson, Jesse was an Investment Banking Associate for CLSA in Hong Kong. In this role, he focused on electric vehicle and renewable energy. Jesse is an alumnus of the University of Chicago, where he earned a Master of Arts in Social Science & Visiting Student with specialization in Philosophy. He is also an alumnus of the University of Hong Kong where he earned a Bachelor of Economics and Finance. Jesse enjoys Tibet Trekking, modern European Paintings, and The Aristotelian Society and Conversations with Bill Kristol podcasts.

Justin Davis ('24)

Justin Davis is an Investment Banking Fellow, pursuing an MBA with a specialization in Accounting and Corporate Finance at the UCLA Anderson School of Management. Along with being a Fink Fellow, Justin is the Director of Investment Banking Days on the Job, a member of the Investment Finance Association, and John Anderson Golf Club.

Prior to Anderson, Justin was the Relationship Manager for Toyota North America. In this role, he advised client on financing request, created market specific financing programs leveraging underutilized used vehicles, and developed onboarding and implementation strategy for dealership acquisitions. Justin is an alumnus of Pepperdine University where he earned a Bachelor of Arts in Sports Administration. Justin is a Chicago Cubs fan, enjoys golfing and competing in the Malibu Triathlon.

Kevin Egan (’24)
Kevin Egan ('24)

Kevin Egan is an Investment Banking Fellow, pursuing an MBA at the UCLA Anderson School of Management. Along with being a Fink Fellow, Kevin is the Director for the New York Days on the Job, a member of the Investment Finance Association, Challenge for Charity, Women’s Business Connection, Adam Smith Society, Surf and Beach Club and Tennis Club at Anderson.

Prior to Anderson, Kevin worked as the Senior Financial Analyst/ Paralegal for the Norris George & Ostrow PLLC. In this role, Kevin led in-firm efforts to bring separate bond deals to market, developed firm strategy to distribute information about controversial tax code change, re-designed the firm’s process for complying with SEC’s yield restriction regulations, and managed cross-functional team’s efforts to achieve lowest possible interest rate on permanent financing. Kevin is an alumnus of Virginia Tech where he earned a Bachelor of Science in Finance. Kevin enjoys lacrosse (2008 Virginia state champion), snowboarding, Formula-1 racing, and reading.

Kiki Kim ('24)

Kitaek (Kiki) Kim is an Investment Banking Fellow, pursuing an MBA with a specialization in Finance at the UCLA Anderson School of Management. Along with being a Fink Fellow, Kiki is a fellow of the Shelby Notkin Merit, Investment Finance Association, Asian Management Student Association, and Korean Business Student Association.

Prior to Anderson, Kiki worked as the Vice President of Merchant at Intrynsyc Capital Corporation. In this role he managed projects to overhaul existing analogue deal tracking system, organized fundraising efforts and road shows for select portfolio companies, built quantitative valuation models supplemented by deep qualitative research, and represented Intrynsyc Capital at investment conferences both within Canada and internationally. Kiki is an alumnus of the University of British Columbia where he earned a Bachelor of Arts in Political Science. Kiki enjoys backpacking, watching the Vancouver Canucks, and skiing in Whistler Blackcomb.

Suraj Chandwani ('24)

Suraj Chandwani is an Investment Banking Fellow, pursuing an MBA at the UCLA Anderson School of Management. Along with being a Fink Fellow, Suraj is the Director of Events for Investment Finance Association, Director of Operations for Healthcare Business Association, Anderson Student Association – Student Section Director of Community Impact, and a member of the Outdoor Adventure Club.

Prior to Anderson, Suraj worked as the Data Manager Lead-Hematology for USC Norris Comprehensive Cancer Center. In this role, he conducted drug safety analysis and market evaluation which served as backbone for two successful FDA approvals, made federal fund capital allocation decisions across disease teams, developed KPI model to identify hidden drivers impacting operational efficiency, and was appointed as youngest member to Quality Assurance. Suraj enjoys Electronic and hip-hop music, Formula 1 – Red Bull, the NFL Saints, and chess.

Past Fellows

2020 – 2022 Fellows

2010-2019 Fellows