
Jared B.
5.0
Former Credit Suisse Analyst & IB Recruiter | Helping You Land a Offer

Studied at USC Marshall School of Business
Worked at Credit Suisse
Available today at 3:00 PM UTC
I have an increase of availability from now until July 3 then will go back to my normal weekly schedule!
Questions? Start chatting with this coach before you get started.
Jared's Coaching Offerings

Nail the Banking Interviews
Crush the interview through drills, frameworks, mock interviews, and more.
Starting at $3605h+ of coaching

Land Top Banking Interviews
Tailored guidance on networking, firm selection, resumes, and more.
Starting at $3605h+ of coaching

Land a Top Banking Offer: Start-to-Finish
Expert help on everything from getting the interview to landing the offer.
Starting at $65010h+ of coaching
Custom hourly
Get help with Skill Building, LinkedIn Review, and .
Jared’s Investment Banking Qualifications
Experience level: Analyst
Jared has helped clients get into these companies:
As a former tech investment banking analyst at Credit Suisse/UBS in San Francisco, I successfully navigated one of the most competitive recruiting processes and worked on high-impact M&A and capital markets transactions in the heart of Silicon Valley. I graduated from USC, where I studied Business Administration with a concentration in Finance and minored in Computer Programming and Data Analytics—giving me a strong foundation in both business strategy and technical problem-solving. I know exactly what top firms look for—having not only gone through the rigorous process myself, but also served on the internal recruitment team, where I reviewed resumes, led interviews, and helped shape incoming analyst classes. Whether you're refining your story, mastering technicals, or trying to stand out from a non-target background, I’ve been on both sides of the table and know how to guide you through each step with clarity and confidence.
Jared can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Cover Letters
Valuation
Resume Review
Networking Strategy
Due Diligence
Mergers & Acquisitions
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
About Jared
Having successfully recruited for investment banking twice—first landing a summer internship at Piper Sandler, and later a full-time tech IB role at Credit Suisse (now UBS)—I know exactly what top firms look for. I’ve been through the process myself and also served on the internal recruitment team, where I reviewed resumes, led interviews, and helped shape incoming analyst classes. After banking, I transitioned into the startup world, joining Tarro as the first junior strategic finance hire, where I work across GTM strategy, forecasting, and operational finance. Whether you're refining your story, mastering technicals, or trying to break in from a semi-target background, I’ve been on both sides of the table and know how to guide you through every step with clarity, structure, and confidence. Boost Your Profile: 1. Resume workshop to make your experience stand out on paper 2. LinkedIn profile review to clearly convey your story and strengths 3. Mock interviews focused on your resume to ensure you speak with confidence and clarity Networking Tips: 1. Personalized networking plan tailored to your background 2. Guidance for coffee chats, informational calls, and outreach strategy 3. Custom email and LinkedIn message templates + cover letter support 4. Ongoing support and accountability to keep your networking on track Behavioral: 1. Help crafting a compelling personal story that answers “Why banking?” and beyond 2. Access to my personal behavioral guide with high-performing, tested answers 3. Mock interviews to ensure responses are crisp, genuine, and structured Technical: 1. Custom technical curriculum I’ve built and refined through coaching and firsthand experience 2. Mock interviews focused on mastering core concepts and market-based questions 3. LBO model walkthroughs and drills 4. Coaching on how to stay calm and confident under pressure during technical interviews
Why do I coach?
Breaking into investment banking is incredibly challenging, and I wouldn’t have made it through the process without the guidance and support of mentors who believed in me. Their advice, encouragement, and perspective had a lasting impact—not just on my career, but on how I approach mentorship today. I coach because I know how transformative that kind of support can be, and I see it as my way of paying it forward. It’s deeply rewarding to help others navigate the process, build confidence, and ultimately land the role they’ve worked so hard for. I also genuinely enjoy connecting with driven, ambitious individuals and being a part of their journey.
Work Experience

Strategic Finance
Tarro
November 2024 - Present
Admissions Committee
Senior Financial Analyst, GTM Strategic Finance (1st junior Strategic Finance hire)
Investment Banking Analyst
Credit Suisse
June 2023 - October 2024
Admissions Committee
Global Technology Group (Software, Semiconductors, and Internet)

Student Portfolio Manager
USC Marshall School of Business
December 2022 - May 2023
Admissions Committee
$5.7mm AUM (Student hedge fund managing USC Marshall's Endowment Fund)
Startup Accelerator Director & Head of Finance
TroyLabs
September 2019 - May 2023
Admissions Committee
USC's Premier Startup Accelerator Program Partnerships & Community Growth
Summer Investment Banking Analyst
Piper Sandler
May 2022 - July 2022
Tech M&A
Jared was also given offers to work at
UBS
Nomura
Piper Sandler
DelMorgan & Co.
Brex
AlphaSense
Tarro
Credit Suisse
Education

USC Marshall School of Business
Bachelor of Science - BS, Business Administration - Finance
2019 - 2023
Admissions Committee Experience
Activities and societies: Sigma Alpha Mu Fraternity, Undergraduate Student Investment Fund Manager, Trojan Investing Society Mentor, TroyLabs, Business Tech Group, USC Snowboard Team, USC Surf Club, CAP Mentorship Honors: Magna Cum Laude, USC Town and Gown Scholar, USC Alumni Association Scholar, USC IFC Scholar, USC Marshall Dean's List, Alpha Lambda Delta

USC Viterbi School of Engineering
Minors, Computer Programming & Data Analytics
2019 - 2023
Jared was also personally admitted to
UC Berkeley
University of California, Los Angeles
University of California, Santa Barbara
University of California, Irvine
University of California, San Diego
26 Reviews
Overall Rating
5.0
Jared has helped clients get into these schools:
Jared has helped clients get into these companies: