Advance Your Investment Banking Career

Advance Your Investment Banking Career

Offered by Kyle Z.

5.0

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PE megafund associate | Ex-tech investment banking at Morgan Stanley

Stanford University Logo

Studied at Stanford University

Morgan Stanley Logo

Worked at Morgan Stanley

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


Kyle Z.

Offered by Kyle Z.

Joined July 2024

5.0

PE megafund associate | Ex-tech investment banking at Morgan Stanley

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

Experience level: Analyst

60+ people coached for Investment Banking

Starting at $700

10h+ of coaching

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