This package is designed as a wholistic, hands-on approach to help clients get from '0 to 60' in their investment banking recruiting. Starting with a clear understanding your goals, we will create a customized roadmap and timeline that will provide key milestones for you to accomplish. Through live video calls, offline assignments, and access to a wealth of resources, I will help you land interview opportunities and ensure you are prepared and confident when that moment arrives. Step 1: Intro 1. Introductory call to understand you, define your goals, and establish a personalized roadmap (30-min call) Step 2: Resume and LinkedIn Workshop 1. Initial resume review coupled with detailed feedback. LinkedIn profile review and suggestions (asynchronous review + 30-min call) 2. Banking resume template and example resume 3. Final resume polishing and debrief (asynchronous + 30-min call) Step 3: Networking Strategy and Practice 1. Develop a personalized networking plan. Discuss how to set up and leverage coffee chats and informational calls (45-min call) 2. Networking tracker template to help you stay on top of your networking outreach plan 2. Template for cold email/LinkedIn intros and template for cover letters 4. Regular check-ins to provide support and accountability as you execute on you networking plan Step 4: Behavioral Interview Prep 1. Level-set on what is a 'behavioral interview' and what is expected of you. Start to craft 'Your Story' which answers the 'Why Banking?' question (30-min call + worksheet) 2. Custom behavioral interview guide 3. 'Your Story' review and refinement (30-min call) 4. Two behavioral mock interviews (two 30-min calls) 5. Continual practice/review of 'Your Story' each following call. You want to nail this! Step 5: Technical Interview Prep 1. Review of technical question guides often referenced by interviewers (30-min call) 2. Two technical mock interviews (two 45-min calls) 3. Paper LBO and 3-statement modeling practice (60-min modeling walkthrough and Q&A + practice test + test review and 45-min debrief call). NOTE: option to swap modeling practice for two hours of mock interview practice. Step 6: Ongoing Support 1. Two 30-min calls earmarked for you to schedule at your convenience to discuss any desired topic 2. Ongoing support through email and chat communication
What will you take away from this package?
A top-tier resume that helps you stand out on paper
Personalized networking plan to establish inroads with target banks
A powerful story that clearly answers the 'Why Banking' question + other behavioral prep
Technical prep so you can confidently answer any question thrown your way
Ongoing support and mentorship until you receive your offer
How will this coaching take place?
This package will be delivered via live sessions and .
The vast majority of this package will be delivered via live video calls. However, certain elements, such as resume or model reviews, will have an asynchronous (offline) component. These elements will be clearly discussed and outlined as we move through the package steps.
Services included with this package:
LinkedIn Review
Financial Modeling
Cover Letters
Resume Review
Networking Strategy
Technical Interview Prep
Behavioral Interview Prep
Additional details
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Custom hourly coaching · $75/hour
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Offered by Matt O.
Joined November 2023
5.0
Proven Investment Banking Coaching | Focus on Non-Target School Candidates
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
$600
12h–15h of coaching