
James Walker
5.0
(36)
AI for Finance Expert | Wharton MBA | Transform Your Investment Strategy
2,460 min coached
51 followers
Studied at The Wharton School (UPenn)
Worked at Kirkland & Ellis
Successful clients at
Available today at 10:00 PM UTC
Questions? Start chatting with this coach before you get started.
James's Coaching Offerings
Custom hourly · $175/hr
Get help with AI Automation, AI Deal Sourcing, and .
James also coaches for Private Equity, Career Coaching, Law School, and Investment Banking. View all.
James’s free events
Live interactive sessions you can join for free.

How to Use AI to Break Into Investment Banking & Private Equity
May 22 at 12:00 AM UTC
56 people going
James’s AI for Finance Qualifications
Coaches professionally
Experience level: Associate
James has helped clients get into these companies:
With a robust background in finance and law, I bring a unique perspective to AI applications in the finance sector. I am currently pursuing an MBA at The Wharton School, focusing on Finance and Accounting, and have extensive experience in private equity and investment banking with firms like GenNx360 Capital Partners and Guggenheim Partners. My journey through top-tier legal and financial institutions has equipped me with the skills to help you navigate the complexities of AI integration in finance. Whether you're looking to enhance your understanding of AI's role in financial operations or seeking strategic insights for your career, I'm here to guide you. Let's connect and explore how we can achieve your goals together!
James can help with:
AI Automation
AI Deal Sourcing
AI Due Diligence
AI Financial Modeling
AI Fundamentals
Automated Financial Reporting
Budgeting & Planning
Data Visualization
Expense Automation
Financial Forecasting
Fraud Detection & Prevention
Freelancing
Investment Research
Risk Assessment
Tax & Compliance Automation
James also coaches for Private Equity, Career Coaching, Law School, and Investment Banking. View all.
About James
I’m James, and I’ve navigated careers in law, private equity, and now my MBA at Wharton. I know what it feels like to chase big goals, face uncertainty, and build something meaningful from the ground up. Outside of work, I’ve traveled to almost 50 countries and love connecting with new people and ideas. Coaching for me is about making your journey easier, clearer, and more rewarding.
Work Experience

Private Equity Operations
GenNx360 Capital Partners
August 2025 - Present
$3 Billion Healthcare & Industrials Fund

Investment Banking
Guggenheim Partners
2025 - 2025
Healthcare Services & Life Sciences

Private Equity M&A Associate
Kirkland & Ellis
2021 - 2024
Interviewer

Private Equity M&A Associate
Paul, Weiss, Rifkind, Wharton & Garrison
2020 - 2021
Interviewer
Education

The Wharton School (UPenn)
MBA, Finance and Accounting
2024 - 2026
Merit Scholarship Robert Toigo Foundation Fellow

Howard University
Juris Doctor, Law
2017 - 2020
Top 10% of class

Howard University
Bachelor’s Degree, Pre-Law
2013 - 2017
36 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
James has helped clients get into these schools:
James has helped clients get into these companies: