
Erica Richardson
5.0
(8)
Coaching for Aspiring Bankers: Navigating the Market & Landing the Job
Studied at UNC Kenan-Flagler Business School
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
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

Associate / Senior Associate
MiddleGround Capital
July 2022 - Present
Associate / Senior Associate
Harbor View Advisors
May 2021 - July 2022
Sell-side M&A

Investment Banking Analyst
Wells Fargo
September 2019 - May 2021
Debt Capital Markets

Corporate Banking Analyst
Wells Fargo
June 2018 - September 2019
Industrials Group

Teaching Assistant
UNC Kenan-Flagler Business School
May 2017 - May 2018

Financial Analyst Intern
Wells Fargo
June 2016 - August 2017
Middle Market Banking, Sophomore & Junior Year Internship Programs
Education

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
BSBA, Business
2014 - 2018

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: