Erica R.

Erica Richardson

5.0

(8)

Coaching for Aspiring Bankers: Navigating the Market & Landing the Job

UNC Kenan-Flagler Business School Logo

Studied at UNC Kenan-Flagler Business School

MiddleGround Capital Logo

Works at MiddleGround Capital

Successful clients at

Available tomorrow at 7:00 PM UTC

Please message me directly to confirm availability and schedule an appointment.

Questions? Start chatting with this coach before you get started.

Erica's Coaching Offerings

Custom hourly · $69/hr

Get help with AI Automation, AI Deck Building, and .

Erica’s Investment Banking Qualifications

Experience level: Senior Associate

Erica has helped clients get into these companies:

With a career spanning corporate banking, debt capital markets, middle market M&A, and private equity, I bring a well-rounded and informed perspective on finance. My experience across multiple disciplines within investment banking gives me the ability to coach aspiring professionals with real-world insights, technical expertise, and practical career advice. I started my career with Wells Fargo, where I interned in middle market banking and later joined the industrials corporate banking group for full-time. I underwrote investment-grade and non-investment-grade credits and structured complex financing solutions, including an $8.4B LBO transaction. From there, I transitioned into investment-grade debt capital markets, sitting on the money market securities desk and executing bond issuances on the oil & gas desk. After spending years at Wells Fargo, I returned to my middle market roots and joined a boutique investment bank to help build out their industrials practice, working closely with middle-market clients to execute strategic transactions. Now, as a senior associate at a private equity firm investing in industrial manufacturing businesses, I bring a buy-side perspective — understanding what investors look for in deals, how to assess investment opportunities, and what makes a banker truly valuable to clients. What sets me apart as a coach is my ability to help candidates develop the full skill set required for success in investment banking — whether it’s technical financial modeling, deal execution, or navigating the competitive recruiting process. For those serious about a job in banking or private equity, I can offer tailored guidance, insider insights, and a structured approach to preparing for interviews, networking, and excelling once on the job.

Erica can help with:

AI Automation

AI Deck Building

AI Financial Modeling

AI Fundamentals

Behavioral Interview Prep

Cover Letters

Due Diligence

Financial Analysis

Financial Modeling

Freelancing

General Exploration

Investment Banking Strategy

LinkedIn Review

Mergers & Acquisitions

Networking Strategy

Promotion Strategy

Resume Review

Salary Negotiation

Skill Building

Technical Interview Prep

Valuation

View all of Erica’s categories

About Erica

With a career spanning corporate banking, debt capital markets, middle market M&A, and private equity, I bring a well-rounded and informed perspective on finance. My experience across multiple disciplines within investment banking gives me the ability to coach aspiring professionals with real-world insights, technical expertise, and practical career advice. I started my career with Wells Fargo, where I interned in middle market banking and later joined the industrials corporate banking group for full-time. I underwrote investment-grade and non-investment-grade credits and structured complex financing solutions. From there, I transitioned into investment-grade debt capital markets, sitting on the money market securities desk and executing bond issuances on the oil & gas desk. After spending years at Wells Fargo, I joined a boutique investment bank to help build out their industrials practice, working closely with middle-market clients to execute strategic transactions. Now, as a senior associate at a private equity firm investing in industrial manufacturing businesses, I bring a buy-side perspective — understanding what investors look for in deals, how to assess investment opportunities, and what makes a banker valuable to clients. What sets me apart as a coach is my ability to help candidates develop the full skill set required for success in investment banking — whether it’s technical financial modeling, deal execution, or navigating the competitive recruiting process. For those serious about a job in banking or private equity, I can offer tailored guidance, insider insights, and a structured approach to preparing for interviews, networking, and excelling once on the job. Please reach out to me directly to confirm coaching availability. Look forward to meeting you!

Work Experience

MiddleGround Capital Logo

Associate / Senior Associate

MiddleGround Capital

July 2022 - Present

Harbor View Advisors Logo

Associate / Senior Associate

Harbor View Advisors

May 2021 - July 2022

Sell-side M&A

Wells Fargo Logo

Investment Banking Analyst

Wells Fargo

September 2019 - May 2021

Debt Capital Markets

Wells Fargo Logo

Corporate Banking Analyst

Wells Fargo

June 2018 - September 2019

Industrials Group

UNC Kenan-Flagler Business School Logo

Teaching Assistant

UNC Kenan-Flagler Business School

May 2017 - May 2018

Wells Fargo Logo

Financial Analyst Intern

Wells Fargo

June 2016 - August 2017

Middle Market Banking, Sophomore & Junior Year Internship Programs

Education

UNC Kenan-Flagler Business School Logo

UNC Kenan-Flagler Business School

Finance

2016 - 2018

Activities and societies: China Global Immersion Elective Participant; Carolina Women in Business

University of North Carolina at Chapel Hill Logo

University of North Carolina at Chapel Hill

BSBA, Business

2014 - 2018

Copenhagen Business School Logo

Copenhagen Business School

Finance and Financial Management Services

Activities and societies: International Summer University Program

8 Reviews

Overall Rating

5.0


Erica has helped clients get into these companies:

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Erica R.

Erica R.

5.0

 
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