Investment Banking Coaches, Events, and Resources

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.

I won Rothschild & Co's Healthcare Advisory Challenge at Oxford, beating 50+ MSc and MBA candidates, then interned and converted to a full-time analyst. I executed M&A and PE transactions across Rothschild and Gilde Healthcare. €20bn+ in executed deal value across my career. Clients have landed offers at J.P. Morgan, Greenhill, and boutique banks. Most candidates don't fail on technicals. They fail on story. If your CV looks sharp but your narrative feels flat, that's what we build together. Coaching for the 2026-2027 recruiting cycle. Applications and interviews are happening now.

I started my career at Moelis & Company in Los Angeles as an investment banking analyst in 2020 during which time I closed 4 transactions across buy and sell-sides and helped support the recruiting process for new analysts in the office. During my time at Moelis & Company, I was selected for an early and accelerated promotion to associate (offered to less than 5% of analysts) and was a top analyst at the firm. I have extensive experience navigating the investment banking recruiting process across both bulge brackets and elite boutique firms, and personally interviewed both for traditional M&A and restructuring roles. I am happy to help folks think through prep, networking strategy, and how to leverage offers across firms to maximize your recruiting outcomes.

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 extensive experience in investment banking, currently serving as an Associate Director at UBS, I bring a wealth of knowledge to my coaching practice. My journey includes roles at top firms like Piper Sandler and Grant Thornton, where I honed my skills in financial modeling, valuations, and strategic consulting. I have successfully coached 18 individuals, helping them navigate the competitive landscape of investment banking and secure positions at leading firms. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

I’m a former Investment Banking Associate at Goldman Sachs and Analyst at Barclays, with experience advising major healthcare clients across M&A and capital markets. I bring candidates practical, firsthand guidance on the technical skills, judgment, and communication standards required to break into banking and succeed on the job. - Transaction experience includes advising a $12 billion health system on an acquisition of distressed hospital assets and serving as an active bookrunner on Gilead Sciences’ $2 billion bond offering - Extensive technical experience across DCFs, LBOs, public comps, precedent transactions, credit analysis, and pro forma capital structures - Worked directly with C-suite executives, corporate development teams, legal counsel, investors, and senior bankers - Graduated cum laude from Michigan Ross with a 3.8 GPA - Founded an AI-for-finance startup and evaluated frontier AI models across investment banking, private equity, and capital-markets workflows

Having worked across multiple sectors and product groups, I understand firsthand how interview expectations and recruiting preparation differs across traditional M&A and capital-markets roles. As a former Associate at Goldman Sachs, I have five years of direct investment banking experience spanning both Debt Capital Markets and Consumer & Retail advisory groups. My deal experience includes mergers and acquisitions, carve-outs, acquisition financings, equity raises, debt capital raises, and distressed-debt financings across both large-cap and middle-market companies. I am happy to help with: * Investment banking résumé reviews * Behavioral and technical interview preparation * Networking and recruiting strategy * Guidance on evaluating banking groups, roles, and longer-term career paths Whether you are exploring investment banking for the first time, preparing for a specific recruiting process, or considering a move between groups, I’m happy to offer tailored, practical guidance based on my experience.

I was a senior associate in Investment Banking (FIG) at Goldman Sachs in London, where I worked on strategic and advisory projects for financial institutions across EMEA, building my skills in financial modelling and valuation analysis. I've also co-founded initiatives and advised entrepreneurs through Antler, a global VC firm. I hold an MBA from Harvard Business School, where I was nominated to tutor in business and international economy courses. I'm passionate about helping people from underprivileged or non-traditional backgrounds break into this often opaque industry and figure out if it's the right fit for them. Let’s chat!

I worked in investment banking and growth equity for several years and have coached numerous candidates for jobs in these industries. I was actively involved with my firms' recruiting and hiring decisions and understand the process thoroughly; I was hired by the University of Michigan career center to coach students applying for investment banking jobs and have reviewed hundreds of resumes, cover letters and mock interviews; I have also spent many years working with non-profits such as Synergist to mentor college women interested in business and finance. I take a hands-on approach and strive to help every one of my clients reflect their best true potential.

With a robust background in finance and investment banking, I bring over two decades of experience to my coaching practice. As a former Director at Merrill Lynch, I led numerous IPOs and raised over $1B for Asian companies, working closely with top institutional funds such as Fidelity and Vanguard. In addition to my transactional experience, I was involved in interviewing and evaluating candidates as part of the hiring process, giving me firsthand insight into how banks assess talent. My expertise extends to coaching startup founders and C-suite executives, empowering them to unlock their full potential and thrive in dynamic environments. Whether you’re aiming to break into investment banking or advance your career, I help clients navigate complexity with clarity and confidence. Let’s connect and chart your path to success