Investment Banking

Welcome to my profile! With a robust background in investment banking and private equity, I bring a wealth of experience to help you break into the competitive world of finance. I began my career as an analyst at J.P. Morgan, where I honed my skills in M&A and regional investment banking, and have since advanced to senior roles at firms like Stellex Capital Management and Southfield Mezzanine. My journey has equipped me with deep insights into the industry, which I leverage to coach aspiring professionals. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you succeed. Let's connect and chart your path to success in investment banking!

Welcome to my profile! With a robust background in investment banking and growth equity, I bring firsthand experience from top-tier firms like Morgan Stanley and WestCap to my coaching practice. As a former Investment Banking Analyst at Morgan Stanley, I have a deep understanding of the industry and the skills needed to succeed. My academic credentials include an MBA from Harvard Business School and a dual degree from the University of Pennsylvania's Wharton School and College of Arts & Sciences. Whether you're preparing for interviews or refining your resume, I'm here to provide tailored guidance to help you achieve your career goals. Let's connect and strategize your path to success in investment banking!

I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.

Welcome to my profile! As an incoming Investment Banking Summer Analyst at Macquarie, I bring firsthand experience from recently engaging in the competitive recruitment processes at top firms like Evercore, Morgan Stanley, Centerview, Guggenheim, and William Blair, ultimately securing an investment banking internship with Macquarie in New York. As your coach, I can help you refine your resume and LinkedIn, develop a strong networking strategy, land freshman and sophomore summer internships, and prepare for both technical and behavioral interviews at top investment banks. Having mentored students at Tulane, I understand the unique obstacles non-target candidates face and the strategies needed to stand out. Let’s connect and work toward your goals in high finance!

As a former Investment Banking Analyst at Morgan Stanley, PE Associate at KarpReilly, and a current MBA candidate at Harvard Business School, I offer firsthand insight into what it takes to break into bulge bracket banking. At Morgan Stanley, I was directly involved in Dartmouth College’s recruiting process, giving me a unique perspective on exactly what top firms look for in candidates. My coaching experience spans both formal and informal settings — through Dartmouth Women in Business and throughout my professional career, I’ve guided numerous students through every stage of the investment banking recruiting process. My work is particularly focused on the areas that move the needle most: resume reviews, cover letters, and interview preparation. If you’re interested in landing a role in investment banking, I can help you build a candidacy that stands out.

Welcome to my profile! I'm Jake Winans, a former investment banking analyst and strategy consultant who broke into Wall Street from a non-target background and later transitioned into corporate strategy roles at The Walt Disney Company and ExxonMobil. With firsthand experience in both M&A and capital markets, I bring a practical, insider-level understanding of what it takes to succeed in the recruiting process and on the desk. I’ve coached over 200+ students and early-career professionals, helping them master technicals, craft elite-level behavioral answers, refine their resumes, and build networking strategies that actually lead to interviews. Many of my clients have gone on to secure roles at firms like Goldman Sachs, J.P. Morgan, Morgan Stanley, Evercore, Centerview, and top middle-market and boutique banks. I specialize in helping candidates—whether from target, semi-target, or non-target schools—stand out through strong narrative positioning, polished communication, and strategic preparation. My coaching is grounded in real transaction experience, resume screening/hiring exposure, and years of mentoring aspiring bankers through university programs and private consulting. If you're aiming for investment banking and want structured, actionable guidance from someone who's successfully navigated the path and helped hundreds do the same, I’m here to support you every step of the way. Let’s elevate your recruiting strategy and get you where you want to go.

I won Rothschild & Co’s Global Advisory Challenge at Oxford against 50+ MSc and MBA candidates, interned with the team and converted to a full-time Analyst role. I went on to work on M&A and private equity transactions at Rothschild & Co and Gilde Healthcare, with more than €20bn in deal value across my career. Clients have received offers from J.P. Morgan, Greenhill, ING and several boutique banks. What we work on: - Your story: Why banking, why this bank, and how your experience connects, especially from a non-target school or a non-finance background. - Technicals: Accounting, valuation and deal questions, practised in the format banks use. - Mock interviews: Realistic first rounds and superdays, with direct feedback after each one. I work with undergraduates, MSc students and MBA candidates recruiting for 2027 summer internships and full-time roles. Applications and first rounds are already under way.

Welcome to my profile! With a 1st Class Honours (summa cum laude) degree from the world-renowned London School of Economics (LSE), 12 years' top-tier experience in M&A across IB (senior VP @ HSBC) and corporate law (Linklaters), and significant involvement on HSBC's IB admissions committee as an interviewer and hiring decision-maker, I know what it takes to succeed at elite M&A firms and have helped numerous individuals from a variety of backgrounds worldwide do the same for many years. From coaching and mentoring individuals through the application and interview processes, to helping junior and mid-level bankers get promoted from Analyst up to Director and nominated for MD, I have successfully helped numerous clients - many from under-represented demographics - break into and rise to senior roles at the world's leading investment banks (e.g. Goldman Sachs, J.P. Morgan, Morgan Stanley, Citi, Deutsche Bank, HSBC). Whether you're looking to break into elite IB, refocus your career strategy or advance towards/in more senior roles, I'm here to provide tailored guidance and support. Let's connect and chart your path to success!

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

I successfully broke into investment banking from a non-finance background while at Wharton, landing first-round interviews across top bulge bracket and elite boutique firms—both in coverage and product groups. I ultimately accepted an offer from J.P. Morgan’s M&A team, my top choice, and received a return offer after a strong summer internship. Having gone through the process myself, I understand how overwhelming MBA recruiting can be—especially for career switchers. I can help you clarify your story, prepare for behavioral and technical interviews, and navigate firm preferences and group selection. Beyond the recruiting process, I also coach on how to succeed during the internship itself and evaluate whether banking is the right path based on your long-term goals. Whether you’re just exploring the idea or are deep in prep, I’m here to help you make confident, well-informed decisions.