Investment Banking

Investment professional with 10+ years of experience at a mega-fund. Started career in investment banking at a bulge-bracket bank. Passionate about coaching candidates from all backgrounds and levels on a variety of topics, including resume/cover letter writing, interview preparation, career guidance, on-the-job questions, and MBA/Masters applications. Applies a structured and results-driven approach with customized gameplans to fit individual objectives. Please view me as an all-inclusive resource and reach out with questions!

Welcome to my profile! With extensive experience in investment banking and M&A, I bring a wealth of knowledge to help you break into the competitive world of finance. I have worked at top firms like Bank of America and Afentra Plc, where I honed my skills in financial modeling, valuation, and strategic analysis. My background includes supporting live transactions and preparing board-level materials, giving me a deep understanding of what it takes to succeed in this field. Having coached 18 individuals, I am passionate about guiding aspiring bankers through the intricacies of the recruitment process, from crafting standout applications to mastering interviews. Let's connect and strategize your path to a successful career in 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!

I'm Emelie, an experienced investment banking professional with a strong background in both academia and industry. With three years of experience in top-tier investment banking at Citi, I developed a strong understanding of what it takes to succeed in one of the most competitive industries. At Citi, I worked in Nordic Investment Banking, gaining hands-on deal experience across M&A and capital markets while collaborating with senior bankers and clients. Just before my associate year, I successfully exited to private equity and joined Axcel, one of Nordics' most prominent private equity firms. In addition to my deal work, I was actively involved in recruiting and interviewing candidates, which gave me direct insight into what banks look for in top applicants, from technical preparation and resume positioning to interview performance and cultural fit. This experience allows me to help candidates understand how to stand out in a highly competitive process. My passion for mentorship stems from my own journey into finance, where mentors played a key role in my development. I know firsthand how valuable the right guidance can be when navigating recruiting, preparing for interviews, and building confidence in technical skills. I’m committed to helping aspiring investment bankers break into the industry by sharing practical advice, honest feedback, and a structured approach to preparation. I hold a Master of Science in Applied Mathematics from KTH Royal Institute of Technology, with exchange studies at The University of Texas at Austin.

Welcome to my profile! With extensive experience in investment banking and private equity, I am here to help you navigate the competitive landscape of investment banking careers. I worked at Goldman Sachs for 2 summers and 5 years (Summer Analyst-Associate), in multiple private equity roles (Vista Equity Partners, Audax Private Equity) and have extensive experience with interview preparation, on-the-desk readiness, general career navigation, technical skill refinement, and more. Currently, I am pursuing my MBA at Columbia Business School as a Robert F. Smith Scholar, further deepening my expertise in alternative investments and entrepreneurship. Over the last decade, I have coached 75+ students/early stage professionals across a variety of formal and informal capacities. Whether you need help with interview preparation, resume refinement, or networking strategies, I'm here to support your journey. I genuinely love this stuff and remember how difficult my journey was trying to "figure it out" - Let's book time to chat about how I can be helpful!

I bring a decade of hands-on investment banking experience advising founders, boards, and management teams through complex, high-stakes M&A and capital-raising transactions. As a Director at a middle-market investment bank, I’ve led and executed sell-side and buy-side processes across industrials, infrastructure, business services, and specialty manufacturing - working directly with CEOs, private equity sponsors, family offices, and strategic buyers. I’m deeply involved in every aspect of a deal, from shaping the equity story and building institutional-grade financial models to managing diligence, negotiating key terms, and navigating real-world process dynamics under tight timelines. What sets me apart as a coach is that my guidance is practical, current, and battle-tested. I don’t teach theory in a vacuum - I help clients think like bankers, anticipate investor questions, avoid common pitfalls, and develop the judgment that actually drives outcomes. Whether you’re breaking into investment banking, leveling up from analyst to associate, or preparing for senior-level responsibility, I focus on sharpening technical skills, communication, and process management in a way that reflects how deals truly get done.

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!

◆ I'm a Principal at Warburg Pincus, a top 10 global PE firm managing $100B+, and I'm the most senior finance professional coaching on Leland ◆ As an active hiring manager in both PE and IB, I've personally interviewed hundreds of candidates and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've coached dozens of clients who have landed offers at Goldman Sachs, JP Morgan, Evercore, PJT, Lazard, among others. I've also helped many of these same clients get PE offers and get into top 3 business schools ◆ I have 15+ years experience in finance: Blackstone M&A, then a decade at Warburg Pincus, with an MBA from HBS and a finance degree from Wharton ◆ I wrote the "Comprehensive Finance Interview Guide" over a decade ago while prepping for my own IB/PE recruiting, and I've been refining my system ever since ◆ I work with candidates at every stage, including resume help, mock interviews, or a full multi-month partnership covering networking, resume, story, technicals, and modeling tests

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. As a former Investment Banking Analyst at Lazard and a Private Equity Associate at BDT & MSD, I have firsthand knowledge of what top firms are looking for in candidates. I have successfully coached numerous individuals, guiding them through the intricacies of financial modeling, valuation, and interview preparation. Whether you're aiming for a summer analyst position or a full-time role, 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!