Matt O.

Matt O.


Proven Investment Banking Coaching | Focus on Non-Target School Candidates

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Tower Arch Capital Logo

Works at Tower Arch Capital

Available Tuesday at 1:30 AM UTC

Usually responds within 4 hours

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

Matt’s Investment Banking Qualifications

Experience level: Analyst

Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations

Matt can help with:

Financial Analysis

Resume Review

Networking Strategy

Skill Building

LinkedIn Review

Technical Interview Prep

Financial Modeling

Cover Letters

Behavioral Interview Prep

View all of Matt’s categories

About Matt

Over the last six years, I've worked with multiple firms across the investment landscape on both the buy and sell side. While a sophomore at BYU, I successfully recruited into investment banking which translated into a full-time offer. After a year in banking, I once again found recruiting success when I landed a lateral offer from Evercore. Currently, I work in private equity and will matriculate at Wharton in 2024 to pursue an MBA. My personal experiences and mentorship work have taught me precisely what are the attributes, skills, and intangibles investment banks are looking for and, more importantly, how to cultivate those in a candidate. My coaching is effective and tailored to each individual. If you're looking to break into banking but feel overwhelmed, adrift, or maybe just want a little added weight in your corner, let's connect.

Why do I coach?

Investment banking is a notoriously difficult field to break in to. Mentors play an integral role in preparing candidates for the rigors of the recruiting process and helping them put their best foot forward. A huge chunk of my success is directly attributable to my own mentors. These individuals have become lifelong friends and people I continue to look up to. I coach because I am indebted to the role these mentors have played in my life and it's something I try to pay forward. I find joy in connecting with the remarkable individuals this field attracts and fulfillment in helping people achieve their goals.

Work Experience

Tower Arch Capital Logo

Senior Associate

Tower Arch Capital

July 2022 - Present

Evercore Logo

Investment Banking Analyst


July 2021 - July 2022

Piper Sandler Logo

Investment Banking Analyst

Piper Sandler

August 2020 - July 2021

BYU Finance Society Logo


BYU Finance Society

March 2019 - April 2020

Oversaw 600+ student organization and coordinated recruiting and placement efforts into multiple finance industries with an emphasis on investment banking. Led recruitment prep programs and networking trips in addition to providing direct mentoring to students.


The Wharton School (UPenn) Logo

The Wharton School (UPenn)


Moelis Advance Access Cohort of 2020. Will matriculate in 2024.

Brigham Young University Logo

Brigham Young University

Bachelor's Degree, Finance

2016 - 2020

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Matt O.

Matt O.