Jonathan Lu

5.0

(5)

Senior Associate at Mega Fund | Technology Investor | PE Interview Prep

1,005 min coached

University of Oxford Logo

Studied at University of Oxford

General Atlantic Logo

Works at General Atlantic

Successful clients at

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

Jonathan's Coaching Offerings

Custom hourly · $150/hr

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

Jonathan’s Private Equity Qualifications

Experience level: Senior Associate

Jonathan has helped clients get into these companies:

My name is Jonathan Lu, and I am a Private Equity Senior Associate in General Atlantic’s late-stage technology group, based in Miami. Prior to joining General Atlantic, I worked as a Senior Associate in the Strategic Investments Group at Warburg Pincus, where I focused on investing in late-stage software and tech-enabled services businesses. Prior to that, I worked as an Investment Banking Analyst in the Financial Institutions Group at Bank of America Merrill Lynch. I’ve worked in both FIG and Tech and am happy to discuss the nuances between both industries. Additionally, I'm happy to help provide advice for navigating the recruiting process (internship, full-time, lateral and buyside recruiting)!

Jonathan can help with:

AI Automation

AI Deck Building

AI Financial Modeling

AI Fundamentals

Behavioral Interview Prep

Cover Letters

Deal Sourcing

Due Diligence

Financial Analysis

Financial Modeling

General Exploration

Investment Evaluation

LinkedIn Review

Networking Strategy

Portfolio Management

Private Equity Strategy

Promotion Strategy

Resume Review

Skill Building

Technical Interview Prep

View all of Jonathan’s categories

About Jonathan

My name is Jonathan, and I am a Private Equity Senior Associate in General Atlantic’s late-stage technology group. Prior to joining General Atlantic, I worked as a Senior Associate in the Strategic Investments Group at Warburg Pincus, where I focused on investing in late-stage software and tech-enabled services businesses. Prior to that, I worked as an Investment Banking Analyst in the Financial Institutions Group at Bank of America Merrill Lynch. I grew up in South Florida and graduated from Dartmouth College with a B.A. in Economics. I’ve worked in both FIG and Tech and am happy to discuss the nuances between both industries. Additionally, I'm happy to help provide advice for navigating the recruiting process (internship, full-time, and lateral buyside recruiting). I've benefited from the mentorship of others and am very excited to help mentor through Leland!

Why do I coach?

I love teaching and helping people achieve their career goals. Over the last 6 years, I've had the privilege of mentoring 20+ students on various aspects of career coaching (IB recruiting, PE recruiting etc.). The most rewarding part about coaching is when your students get an offer and achieve their dream job! I've been blessed to have multiple mentors / people share their career guidance with me; I'd love to give back through coaching on Leland!

Work Experience

General Atlantic Logo

Private Equity - Senior Associate

General Atlantic

September 2023 - Present

• Late stage technology and tech-enabled services buyout team • Board Observer: HireRight

Warburg Pincus Logo

Private Equity - Senior Associate

Warburg Pincus

May 2023 - September 2023

• Late stage technology and tech-enabled services buyout team • Board Observer: Defi Solutions and Sagent

Warburg Pincus Logo

Private Equity Associate

Warburg Pincus

June 2021 - May 2023

Bank of America Logo

Investment Banking Analyst

Bank of America

June 2019 - June 2021

• Financial Institutions Group (FIG)

Bank of America Logo

Summer Investment Banking Analyst

Bank of America

June 2018 - August 2018

• Financial Institutions Group (FIG)

Bank of America Logo

Investment Banking Analyst

Bank of America

January 2018 - March 2018

• Financial Institutions Group (FIG)

Education

University of Oxford Logo

University of Oxford

Dartmouth-Oxford Exchange Program, Economics

2018 - 2018

Activities and societies: Keble College Boat Club (Men's Rowing)

Dartmouth College Logo

Dartmouth College

Bachelor of Arts (B.A.), Economics - Magna Cum Laude and Phi Beta Kappa

2015 - 2019

Activities and societies: Varsity Lightweight Rowing, Dartmouth Finance Society, Dartmouth Investment and Philanthropy Program, Love Our Troops Letter Project, Dartmouth Mountaineering Club, and Dartmouth Outing Club.

5 Reviews

Overall Rating

5.0


Jonathan has helped clients get into these companies:

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5.0

 
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