Charlie's Path to Lazard

Coming from a non-target school like the University of Tennessee, Charlie knew he needed to take ownership of his technical preparation if he wanted to land a top-tier investment banking role. While traditional resources left gaps, the Adventis Financial Modeling Certification® (FMC®) Program provided the structured, hands-on training he needed to bridge them—and ultimately helped him land a Summer Analyst role at Lazard.

Student Success Story: How Adventis Helped Charlie Break Through

Charlie was introduced to the Adventis Financial Modeling Certification® (FMC®) Program through a TCMS alum who had used it during his own recruiting process. After getting access, Charlie immediately saw the difference.

"The students that actually went through the program and were watching the videos, building the models—they had a much better understanding of how the financial statements actually work and how they're integrated with each other."

Unlike other technical resources that provide lecture-based resources, Adventis offered Charlie the opportunity to build real models and apply what he was learning.

"Other programs come to campus and do a two-day boot camp, and then you get certified. But if I asked those students to build a model, they couldn't. With Adventis, you actually learn the material and can apply it yourself."

Charlie emphasized that this level of real-world modeling experience gave him the confidence and capability to speak fluently in interviews. That technical depth paid off. Charlie successfully landed a highly competitive summer analyst position with Lazard, joining their Technology & Industrial Software M&A team in Charlotte.

"It helped me prepare better for this upcoming summer. Building out the model was really helpful as I'm getting ready to hit the desk."

Charlie
University of Tennessee ’26
2025 Investment Banking Summer Analyst, Lazard

Shaping the Future of Tennessee’s Investment Banking Talent Through the FMC® Program

The University of Tennessee isn't a traditional target for Wall Street recruiting—but that hasn't stopped the Tennessee Capital Markets Society (TCMS) from building one of the most hands-on, selective finance organizations in the Southeast. At the heart of that growth is Charlie, a TCMS president who championed the Adventis Financial Modeling Certification® (FMC®) Program and helped move it from a resource to a requirement.

EMBARK ON YOUR FINANCE JOURNEY

With Adventis

At the University of Tennessee, Adventis is more than a certification—it’s a catalyst for student success. For Charlie and his peers, it unlocked doors to high finance, fostered leadership, and helped shape a club culture grounded in excellence and opportunity.

Ready to equip your students with the tools to excel in high finance? Partner with Adventis to bring the FMC® Program to your campus.