
Aaron F.
5.0
(7)
Expert Investment Banking Recruiting Coach - Los Angeles Associate

Studied at USC Marshall School of Business
Works at UBS
Available today at 4:00 PM UTC
Usually responds within 3 hours
Questions? Start chatting with this coach before you get started.
Aaron's Coaching Offerings

Nail the Banking Interviews
Crush the interview through drills, frameworks, mock interviews, and more.
Starting at $6125h+ of coaching

Land Top Banking Interviews
Tailored guidance on networking, firm selection, resumes, and more.
Starting at $6125h+ of coaching

Land a Top Banking Offer: Start-to-Finish
Expert help on everything from getting the interview to landing the offer.
Starting at $1,16110h+ of coaching
Custom hourly · $129/hr
Get help with Skill Building, LinkedIn Review, and .
Aaron’s Investment Banking Qualifications
Experience level: Associate
20+ people coached for Investment Banking
Welcome to my profile! With extensive experience in investment banking, currently serving as an Associate Director at UBS, I bring a wealth of knowledge to my coaching practice. My journey includes roles at top firms like Piper Sandler and Grant Thornton, where I honed my skills in financial modeling, valuations, and strategic consulting. I have successfully coached 18 individuals, helping them navigate the competitive landscape of investment banking and secure positions at leading firms. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!
Aaron can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Cover Letters
Valuation
Resume Review
Networking Strategy
Mergers & Acquisitions
Financial Analysis
Salary Negotiation
Technical Interview Prep
Behavioral Interview Prep
Work Experience
Associate Director, Investment Banking
UBS
October 2023 - Present
Financial Sponsors & Leveraged Finance, AI Expertise / Coverage
Associate, Investment Banking
UBS
July 2023 - October 2023
Credit Suisse merged with UBS. Generalist - Financial Sponsors, Leveraged Finance | Real Estate, Gaming & Lodging
Investment Banking Summer Associate
Piper Sandler
May 2022 - July 2022
Corporate Finance Associate
Grant Thornton
August 2020 - July 2021
• Develop financial models and company valuations for consulting, financial reporting, and tax reporting engagements including employee stock option issuance, employee stock ownership plans (ESOPs), fairness opinions, goodwill and long-lived asset impairment, ROI calculations, and buy-side/sell-side consulting. • Act as a domestic liaison with the Grant Thornton India-based team. o Lead delegation of information and data analysis sub-projects to the international team and lead specific industry training necessary to complete the projects. o Successfully manage international coworkers through understanding cultural differences and utilizing effective communication techniques. • Lead local teams of 2-4 Associates by effectively communicating expectations, providing industry and company-specific insight, assigning work, and reviewing completed work product for thoroughness and accuracy. • Responsible for maintaining the client relationship through leading interviews and walkthroughs with CEOs and CFOs of client companies to understand their strategic goals, identify operational deficiencies, and optimize client’s processes to achieve identified goals. o Responsible for ensuring engagements are completed on time and on budget. • This unique dual role across two departments allows me to broaden my industry experience and increases my client and internal management interaction.
Quantitative Advisory Services
Grant Thornton
July 2018 - August 2020
• Collaborated with internal engagement teams to create work papers, complete controls testing, produce risk assessments, and develop remediation recommendations provided to client senior management teams. • Performed risk mitigation, compliance audits, and merger and acquisition analysis for over 30 publicly traded companies and multinational investment banks. • Appointed PowerBI leader for Los Angeles office to improve the client engagement billing process by increasing transparency and providing billing information in an easier to understand format. • Executed SOX Compliance (IT and Business Processes), IT Audit Support, Loan Reviews, Anti-Money Laundering, FDIC/NCUA Compliance audits, SOC 1, SOC 2, Freddie Mac Reg AB, and Targeted Affordable Housing Express (TAHX) Reports. • Completed a 5-month rotation in the Corporate Finance Valuations group assisting in the preparation of financial models, client development, and merger and acquisition analysis.

Intern
SEIA
October 2017 - December 2017
• Created investment strategy portfolio proposals for potential clients and completed Trade Sheets, Trade Reconciliation Summaries, and Capital Gains Distribution Spreadsheets for mutual funds and ETFs.
Quantitative Advisory Services
Grant Thornton
July 2017 - August 2017
• Assisted in the preparation of company financial analysis, performed research, prepared memorandums, and analyzed new business opportunities and growth strategies for three key clients.
Education

USC Marshall School of Business
Master of Business Administration - MBA
2021 - 2023
Activities and societies: Marshall Graduate Student Association – Senator; Marshall Finance Association – Assistant Vice President (AVP) of Alumni Relations, Marshall MBA Student Ambassador

USC Marshall School of Business
Bachelor of Science (B.S.), Business Administration with a minor in Sports Media Studies
2014 - 2018
Activities and societies: Marshall Ambassador, Marshall Host, Marshall Sports Business Association, Zeta Beta Tau Fraternity, and Interfraternity Council (IFC).
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Overall Rating