
Julia M.
Former Top Lazard Restructuring Analyst | Helped 200+ Students Land IB Jobs

Brigham Young University
Founder of CPG Business
Successful clients at




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Work with Julia

Land a Top Banking Offer: Start-to-Finish
Starting at $2,59010h+ of coaching

Land Top Banking Interviews
Starting at $1,2955h+ of coaching

Nail the Banking Interviews
Starting at $1,2955h+ of coaching
About
Hi! My name is Julia. I'm a former private equity investor at Thoma Bravo in San Francisco. Before joining TB, I worked at Lazard NYC in their Restructuring Group for 2 years. While in college, I interned with B. Riley Investment Bank, Peterson Partners and Lazard. I served as the Co-President of BYU's Investment Banking club, and over the past 5 years, have coached over 200 people through investment banking recruiting. I've helped people land jobs at Goldman Sachs, JP Morgan, Evercore, Credit Suisse, Lazard, Morgan Stanley and other top banks. I feel especially fit to help you nail your interviews. I love helping clients articulate their stories and prepare for the technical interview portion of the process. I believe sincerity goes along way, so I will make sure to understand your background, goals and unique skills so I can help you genuinely express yourself in your recruiting journey. Looking forward to working with you!
Julia’s Investment Banking Qualifications
Experience level: Analyst
20+ people coached for Investment Banking
AI Certified
Completed Level 1 of Leland’s AI Builder Program
Julia has helped clients get into these companies:
Navigating the investment banking recruiting process is nuanced, involved and highly person. Over the last 8 years, I've leveraged my own experience as a Lazard summer and full-time analyst to help coach 200+ students through this process, including crafting their story, preparing for technical interviews and even figuring out the right home for them (city selection, size of investment bank and group placement). My approach is refined, warm and unique for each person. I take the time to understand your background, aspirations and goals. I'm excited to work with you!
Julia can help with:
Behavioral Interview Prep
Financial Modeling
Networking Strategy
Resume Review
Technical Interview Prep
Work Experience
Founder
Founder of CPG Business
November 2024 - Present

Private Equity Associate, Senior Associate
Thoma Bravo
August 2021 - November 2024
Software investor

Investment Banker
Lazard
June 2019 - June 2021
Restructuring analyst
Education

Brigham Young University
BS in Finance
5.0 average review
10 reviews
Overall rating
Julia has helped clients get into these companies:
