How Adventis Helped Lucas Land Investment Banking at Moelis
Lucas
Bentley University ’26
2025 Investment Banking Summer Analyst, Moelis & Company
Since its introduction at Bentley University, the Adventis Financial Modeling Certification® (FMC®) Program has provided students with the structure, skills, and clarity needed to pursue competitive roles in finance. Lucas, a standout student and early adopter of the program, exemplifies how Adventis can elevate technical understanding and build real-world confidence—helping him secure a coveted Investment Banking Summer Analyst position at Moelis & Company.
Student Success Story: Lucas' Investment Banking Breakthrough
Lucas enrolled in the FMC® Program during the first semester of his freshman year, at a time when most students are still exploring career paths. Lucas took Adventis' in-person boot camp, gaining exposure to Excel modeling, valuation fundamentals, and real-world financial concepts.
That boot camp wasn't just an introduction to financial modeling—it sparked a long-term relationship with Adventis. After earning his FMC® Level I and Level II Certification, Lucas became an Adventis Student Trainer, teaching future candidates while reinforcing his own technical expertise.
"Doing the grading, reviewing models, and answering students' questions was huge. It deepened my own understanding and helped me internalize key concepts before recruiting even began."
Lucas credits Adventis with helping him with both the technical skills and the confidence to succeed in interviews.
Why Adventis Made a Lasting Impact
For Lucas, Adventis delivered far more than a credential—it was a career accelerator:
Technical Fluency in Excel and Financial Modeling:
"Adventis emphasized actually building financial models from scratch, not just memorizing concepts. The experience of earning my certification helped me do well in technical interviews."
Preparedness for Networking and Interviews:
“The career prep videos and behavioral modules—crafting your story, articulating 'Why banking'—were incredibly helpful. I used those frameworks all the way through superdays."
Clarity and Structure:
"The FMC® Program was designed with undergrads in mind. It never assumed prior knowledge, which made it perfect for where I was in my education."
From Bentley to Moelis
By the time recruiting season began, Lucas was not only ahead of his peers in technical ability, but also had the confidence and structure to perform under pressure. His dedication paid off when he secured an Investment Banking Summer Analyst position at Moelis & Company, a top-tier investment bank known for its rigorous recruiting process.
"Adventis played a major role in giving me a framework to approach interviews and technicals. I don't think I would've been as well prepared without Adventis."
Lucas' journey highlights how Adventis empowers students to compete for elite roles in investment banking by building foundational skills early. Whether students are new to finance or determined to master the technicals, the FMC® Program provides a clear path forward.
"If you're serious about recruiting, Adventis is a no-brainer. It gives you the edge early—and that makes all the difference."
Shaping the Future of Bentley’s Investment Banking Talent Through the FMC® Program
Since partnering with Bentley University, Adventis has empowered students with the technical skills and confidence they need to break into highly competitive careers in finance. Through the Financial Modeling Certification® (FMC®) Program, students not only gain real-world proficiency in Excel and financial modeling but also access career-defining opportunities to stand out in the investment banking recruiting process.
EMBARK ON YOUR FINANCE JOURNEY
With Adventis
At Bentley, Adventis is more than a certification—it’s a catalyst for student success. For Lucas 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.