
Julia M.
5.0
(10)
Former Investor at Leading Software PE Firm
4,015 min coached
86 followers
Studied at Brigham Young University
Works at Founder of CPG Business
Successful clients at
Available tomorrow at 5:00 PM UTC
Questions? Start chatting with this coach before you get started.
Julia's Coaching Offerings
Custom hourly · $259/hr
Get help with AI Automation, AI Deck Building, and .
Julia’s Private Equity Qualifications
Experience level: Senior Associate
Julia has helped clients get into these companies:
Figuring out on and off-cycle buyside recruiting can sometimes feel like a black box. My job is to help simplify the process, add structure to your approach and help you land in your dream role.
Julia 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
About Julia
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!
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
10 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Julia has helped clients get into these companies:

