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.
The application deadline for the 2019-2020 fellowship program has passed. Applications for the 2020-2021 fellowship program will be released in Fall 2020.
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:
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, and motivation to succeed in the world of investment banking. 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
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.
Greg Berchtold (’20)
Summer Internship: Morgan Stanley
Greg Berchtold is pursuing an MBA with an emphasis on finance at UCLA Anderson. Greg is currently serving as a Director for the Investment Finance Association. He is also an active member of the Anderson Technology Business Association.
Prior to Anderson, Greg worked for Barclays, in the investment banking division. Greg spent over four years with Barclays, where he was a member of the Mergers and Acquisitions and Acquisition Finance teams. While at Barclays, Greg executed a variety of advisory and capital markets mandates. Greg graduated from Southern Methodist University in 2013 with a B.A. in International Studies and a minor in Chinese.
Rochak Jain (’20)
Summer Internship: The Pine Street Group
Rochak Jain is pursuing an MBA at UCLA Anderson with an emphasis on Finance. Prior to Anderson, Rochak had six years of work experience spanning across consulting and banking. After completing his undergrad in Electrical Engineering from IIT Roorkee in India, he joined Deloitte as a consultant in the risk advisory services and helped multiple Fortune 500 companies across the globe transform their business and financial controls. Most recently, Rochak was an Associate at Deutsche Bank and managed a multi-billion deal portfolio of structured credit products such as CLOs which helped him develop an expertise in securitization and fixed income. He also has completed the CFA program.
Rochak is currently serving as a director for the Investment Finance Association and Anderson Impact Venture Partners, a student-led impact VC fund at UCLA Anderson.
Daehan Kim (’20)
Summer Internship: BDA Partners
Daehan Kim (DK) is pursuing an MBA at UCLA Anderson with an emphasis on Finance. Prior to coming to Anderson, DK worked as an Analyst of Portfolio Management Group at MUFG Bank's New York branch, where he conducted financial analysis to execute new transactions and optimize the bank's risk-return profile. Some of his most recent projects at MUFG include cross-border acquisition financing and post-merger integration transactions of global pharmaceutical and chemical manufacturing companies.
DK graduated from New York University in 2012 with a B.A. in Economics. At Anderson, DK is a member of the Investment Finance Association and served as a First-Year Director for both Japan America Business Association and Anderson Wine Club.
Tom Payton ('20)
Summer Internship: Morgan Stanley
Tom Payton is pursuing an MBA at UCLA Anderson with an emphasis on Finance. Prior to Anderson, Tom worked in media as a producer and writer where he won a national advertising award for a commercial for a Fortune 1000 company and worked on CBS Corporation's Emmy Award winning TV show Nurse Jackie. Most recently as a producer, he managed multiple project teams in various stages of development, analyzing IP, streamlining communication, forecasting the buyers landscape, and leading presentations to network buyers such as Netflix and Amazon.
Tom graduated from Brown University where he studied History and Managerial Decision Making. While at Brown, Tom was a multi-sport Division I athlete as a member of both the Varsity Water Polo team & Varsity Swimming team. At Anderson, Tom is a member of the Investment Finance Association.
Sebastian Puga (’20)
Summer Internship: MTS Health Partners
Sebastian Puga is an MBA Candidate and a UCLA Anderson MBA Merit Fellow at UCLA Anderson with an emphasis on finance. Before Anderson, Sebastian worked as an Associate at a Chilean boutique investment bank, ASSET Chile, where he executed several transactions, including sell-side M&A, Debt Restructurings and Fairness Opinions for private companies in the infrastructure, energy, FIG and natural resource industries.
Sebastian graduated Summa Cum Laude from the Pontificia Universidad Catolica de Chile in 2012 with a B.Sc. in Engineering, major in Mechanics. At Anderson, Sebastian served as a First-Year Director for both the Investment Finance Association and the Latin America Business Association.