Advance Your Investment Banking Career

Advance Your Investment Banking Career

Offered by Jonathan S.

5.0

()

Investment Banking Coach | Former Investment Banker and Hiring Manager

Harvard Business School Logo

Studied at Harvard Business School

Wells Fargo Securities Logo

Hiring Manager at Wells Fargo Securities

Package Description:

This package is designed for professionals aiming to grow their careers in investment banking. The coaching will be tailored to your individual needs, covering topics such as developing financial modeling expertise, preparing for leadership roles, enhancing client relationship skills, and more. With expert coaching, you’ll refine your investment banking skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your investment banking achievements and strengths. - Advancing Banking-Specific Skills – Improve your capabilities in financial analysis, deal structuring, and more. - Mastering Client Interactions – Boost your skills in building and maintaining client relationships, conducting impactful negotiations, and managing transactions. - Strategic Networking Guidance – Learn strategies to broaden your professional network within the banking industry and form valuable connections. - Navigating Career Growth – Get personalized advice on securing promotions, transitioning to leadership roles, and increasing your influence in your firm. This coaching package is ideal for investment bankers seeking to elevate their careers and position themselves for long-term success.


What you'll get from this package

Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field

Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth

Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career

Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders

Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

LinkedIn Review

Investment Banking Strategy

Financial Modeling

Promotion Strategy

Valuation

Networking Strategy

Due Diligence

Mergers & Acquisitions

Financial Analysis

Salary Negotiation


Jonathan S.

Offered by Jonathan S.

Joined August 2025

5.0

Investment Banking Coach | Former Investment Banker and Hiring Manager

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!

Experience level: Partner or Managing Director

100+ people coached for Investment Banking

Starting at $2,331

10h+ of coaching

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