Mason M.

Mason M.

Break into IB with an Ex-Bulge Bracket Analyst | 100% Series 79 Pass

Cornell University Logo

Studied at Cornell University

Bank of America Logo

Worked at Bank of America

Hiring Manager

Available tomorrow at 8:30 AM UTC

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

Mason's Coaching Offerings

Custom hourly

Get help with Skill Building, LinkedIn Review, and .

Mason’s Investment Banking Qualifications

Coaches professionally

Experience level: Analyst

60+ people coached for Investment Banking

Welcome to my profile! As a former Investment Banking Analyst at Bank of America on the Technology Media and Telecom desk, I bring firsthand experience from the heart of the finance industry. With a Master's in Applied Economics from Cornell and a Summa Cum Laude degree in Finance from Virginia Tech, I have the academic and professional background to guide you through the competitive landscape of investment banking. I founded IB MASON to help aspiring finance professionals break into the industry and achieve a 100% pass rate on the Series 79 exam. My coaching is personalized and results-driven, offering comprehensive career development mentoring, interview preparation, and expert tutoring. I've successfully coached 62 individuals, helping them secure positions at top financial firms. Let's connect to discuss how I can help you achieve your career goals! What you get working with me: ➣ 2025 Question Bank — Access to the actual questions being asked in top bulge bracket and boutique interviews ➣ Resume + cover letter rebuild — Optimize to the format banks want to see ➣ Step-by-step networking strategy and LinkedIn cold outreach coaching ➣ Behavioral Mastery — Crafting your story, "Why Investment Banking" and "Why this Bank" ➣ Technical Mastery — Simple explanations and teaching of the concepts banks want you to know ➣ Expert Insight into what to expect on Superdays, first-rounds, and Hirevues ➣ Excel modeling prep — Building a three-statement model & DCF from scratch ➣ Mentorship and a career partner who's been through the process that is dedicated to helping you secure a six-figure role ➣ 24/7 on-demand support to ensure you land a top job offer

Mason can help with:

Skill Building

LinkedIn Review

Investment Banking Strategy

Financial Modeling

Promotion Strategy

Cover Letters

Valuation

Resume Review

Networking Strategy

Due Diligence

Freelancing

Mergers & Acquisitions

Financial Analysis

Salary Negotiation

Technical Interview Prep

Behavioral Interview Prep

View all of Mason’s categories

About Mason

My goal is to help you break into investment banking and pass the Series 79 with comprehensive career development mentoring, interview prep, and expert tutoring for the Series 79 exam. I also provide curated Series 63 and SIE exam tutoring upon request. I have extensive experience preparing candidates for the investment banking interview process. From networking strategies to mastering technicals and Superday interviews, I provide access to the same industry-tested guides, question banks, and personal insights that have resulted in numerous placements at major financial firms across the United States. My Background: ✔ Former Bulge Bracket Investment Banker (New York City) – Experience in recruiting & hiring insight ✔ Ivy League Master’s in Applied Economics/Behavioral Finance ✔ Summa Cum Laude in Finance (3.98 GPA, 99th percentile graduate) ✔ Fully Licensed: Series 79 (IB Rep), Series 63 (State Law), SIE (Securities Industry Essentials) I offer personalized, results-driven coaching tailored to your unique situation. Reach out to discuss your goals and schedule a time for us to catch up today. Thanks, Mason

Work Experience

IB MASON Logo

Founder

IB MASON

2024 - Present

Hiring Manager

Founded a business to help aspiring finance professionals break into investment banking and pass their Series 79 exam with a 100% pass rate. I provide 1:1 tutoring for the Series 79 exam, technical interview prep, and career coaching for students targeting top internship and analyst roles. Clients include incoming analysts and undergrads from target and non-target schools. My approach combines insider insights, efficient study strategies, and personalized mentorship to help clients gain a competitive edge.

Bank of America Logo

Investment Banking Analyst

Bank of America

2022 - 2023

Admissions Committee

Technology Media and Telecom (TMT) desk

Virginia Tech SEED Logo

Chief Investment Officer

Virginia Tech SEED

December 2021 - May 2022

Hiring Manager

Former Financials Sector Lead Analyst Former Co-Director of Recruitment

Bank of America Logo

Investment Banking and Capital Markets Summer Analyst

Bank of America

June 2021 - August 2021

Technology Media and Telecom (TMT) desk

Leidos Logo

Finance & Business Operations

Leidos

May 2020 - August 2020

Goldman Sachs Logo

Insight Series

Goldman Sachs

June 2020 - July 2020

Education

Cornell University Logo

Cornell University

Master's, Applied Economics

2024 - 2025

Master of Professional Studies (MPS) in Applied Economics and Management (AEM) Behavioral Finance Concentration Charles H. Dyson School of Applied Economics and Management

Virginia Polytechnic Institute and State University Logo

Virginia Polytechnic Institute and State University

Bachelor of Science, Finance

2018 - 2022

Student-Managed Endowment for Educational Development (SEED) - Chief Investment Officer Summa Cum Laude - Overall GPA: 3.98, In-Major GPA: 4.00 Graduated top 1.5% (99th Percentile) of University, College, and Major Class.

Mason M.

Mason M.

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