
Andrew B.
5.0
(3)
Break into IB with Former J.P. Morgan Analyst | PE & Hedge Fund Experience
Studied at Cornell University
Hiring Manager at Anza Partners
Successful clients at
Available today at 11:00 PM UTC
I have a lot of control over my own schedule so hopefully can be pretty flexible.
Questions? Start chatting with this coach before you get started.
Andrew's Coaching Offerings
Custom hourly · $85/hr
Get help with Skill Building, LinkedIn Review, and .
Andrew’s Investment Banking Qualifications
Experience level: Analyst
Andrew has helped clients get into these companies:
I bring a wealth of experience to help you break into the competitive world of finance. I began my career as an Investment Banking Analyst at J.P. Morgan, focused largely on TMT deals. After banking, I moved to Bain Capital where I worked in tech private equity & growth investing and then Squarepoint Capital, a large hedge fund where I managed a book of software stocks and oversaw our private growth investing efforts. I have since decided to work on my own endeavor, having raised capital and launched a private investment firm focused on down-market acquisitions of B2B businesses. I've always enjoyed spending time mentoring and have recently decided to do it more formally. Looking forward to connecting on your goals & aspirations!
Andrew can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Cover Letters
Valuation
Resume Review
Networking Strategy
Due Diligence
Mergers & Acquisitions
Financial Analysis
Salary Negotiation
Technical Interview Prep
Behavioral Interview Prep
General Exploration
Work Experience

Founder
Anza Partners
December 2024 - Present
Hiring Manager
Private investment firm focused on private equity style majority acquisitions of lower middle market businesses with ~$1-10M EBITDA. Categories of focus: Technology, Tech-Enabled Services, B2B Services businesses, Fleet-based services We are structured as an independent sponsor - with our capital having been raised for specific platform investments largely from HNWIs, family offices, investment firm founders, and select corporate / institutional entities.

Software Sector Head, Fundamental Equities
Squarepoint Capital
August 2022 - December 2024
Interviewer
Squarepoint is a multi-strategy hedge fund with ~$20bn+ AUM. I managed a software book of public equities within the fundamental equities strategy. Additionally, I led the assessment and investments in a number of late-stage growth private companies (minority growth rounds).

Associate
Bain Capital
August 2020 - August 2022
Interviewer
Tech Opportunities Fund Majority buyouts and minority growth investments in private software & technology companies
Investment Banking Analyst
J.P. Morgan
June 2017 - August 2020
Interviewer
Technology, Media & Telecom (TMT) - Analyst (June 2018 - August 2020) - Summer Analyst (June 2017 - August 2017) M&A Advisory, Equity & Debt Capital Markets

Summer Analyst, Venture Capital
Longitude Capital
2016 - 2016
Sophomore Summer. Venture growth; ~$2bn aggregate capital commitments across 4 funds. Currently investing out of $585mm LVP4.
Education

Cornell University
Bachelor of Science (B.S.), Applied Economics and Management
Grade: Summa Cum Laude 4.1/4.0 cumulative • Ho-Nun-De-Kah Honor Society (top 10% of undergraduate college) • Dyson Scholars Program (top 10% of Dyson School program) • Dean's Nominee for Weiss Fellows Committee (committee awards the most prestigious award available to teaching faculty at Cornell University)
3 Reviews
Overall Rating
5.0
Andrew has helped clients get into these companies: