Jared B.

Jared B.

5.0

Former Credit Suisse Analyst & IB Recruiter | Helping You Land a Offer

USC Marshall School of Business Logo

Studied at USC Marshall School of Business

Credit Suisse Logo

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

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

View all of Jared’s categories

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

Tarro Logo

Strategic Finance

Tarro

November 2024 - Present

Admissions Committee

Senior Financial Analyst, GTM Strategic Finance (1st junior Strategic Finance hire)

Credit Suisse Logo

Investment Banking Analyst

Credit Suisse

June 2023 - October 2024

Admissions Committee

Global Technology Group (Software, Semiconductors, and Internet)

USC Marshall School of Business Logo

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)

TroyLabs Logo

Startup Accelerator Director & Head of Finance

TroyLabs

September 2019 - May 2023

Admissions Committee

USC's Premier Startup Accelerator Program Partnerships & Community Growth

Piper Sandler Logo

Summer Investment Banking Analyst

Piper Sandler

May 2022 - July 2022

Tech M&A

Jared was also given offers to work at

  • UBS Logo

    UBS

  • Nomura Logo

    Nomura

  • Piper Sandler Logo

    Piper Sandler

  • DelMorgan & Co. Logo

    DelMorgan & Co.

  • Brex Logo

    Brex

  • AlphaSense Logo

    AlphaSense

  • Tarro Logo

    Tarro

  • Credit Suisse Logo

    Credit Suisse

Education

USC Marshall School of Business Logo

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 Logo

USC Viterbi School of Engineering

Minors, Computer Programming & Data Analytics

2019 - 2023

Jared was also personally admitted to

  • UC Berkeley Logo

    UC Berkeley

  • University of California, Los Angeles Logo

    University of California, Los Angeles

  • University of California, Santa Barbara Logo

    University of California, Santa Barbara

  • University of California, Irvine Logo

    University of California, Irvine

  • University of California, San Diego Logo

    University of California, San Diego

26 Reviews

Overall Rating

5.0


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Jared B.

Jared B.

5.0

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