Investment Banking Coaches, Events, and Resources

I work with MBAs and career switchers who are exploring or recruiting for investment banking. I’ve been through the process myself, and I remember how overwhelming it can feel—figuring out if banking is the right path, how it compares to other options, and how to navigate recruiting effectively under tight timelines. I’ve also spent time in tech as well as quantitative finance roles, so I can help clients evaluate the tradeoffs across different paths. We’ll break down what the day-to-day really looks like, what skills are actually valued, and how each option aligns with your longer-term goals—so you can make a thoughtful, well-informed decision. If you decide to pursue banking, I focus on being practical and supportive. That might mean refining your story, approaching networking in a more natural and effective way, or building confidence on technicals without just memorizing answers. My goal is to make the process feel more manageable and give you a clear, structured plan forward. If you’re considering investment banking—or deciding between a few different paths—I’d be happy to work with you to navigate the process and prepare in a way that’s both realistic and effective.

Ex-CVC & MUFG Director | Hiring Manager | Break Into Banking & Private Credit. Why you should work with me: ◆ I've been a Director and hiring manager at CVC Credit and MUFG, where I ran the Leveraged Finance Portfolio team. I've screened the CVs, run the interviews, and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've line managed 25+ interns, helping them secure full time roles in the industry ◆ I've coached 10+ people into investment banking and private credit roles ◆ 10 years experience across private credit, leveraged finance, and banking at CVC, MUFG, and RBS, with a Master in Corporate Finance from ESCP (graduated with distinction) ◆ I work with candidates at every stage, from one mock before a final round to full start-to-finish recruiting prep

Most coaches in this space will tell you how to get into banking. I’ll tell you what nobody talks about - what comes after, and how to navigate it without losing your identity or your leverage. I spent 10 years in JPMorgan’s Equity Capital Markets division. I was promoted early and ranked in the top tier right from my analyst to VP days across EMEA Investment Banking. NOT because I worked the hardest, but because I learned quickly what actually moves the needle in this industry versus what’s just noise. Then I made the move myself. In 2025, I transitioned into a Strategic Finance & Capital Markets lead role at one of Europe’s fastest-growing energy unicorns — running fundraising, managing debt facilities, building the company valuation model and leading dialogue with banks and rating agencies. Same intellectual rigour. Materially better life. That transition is exactly what most of my clients want, and I’ve done it at a level most coaching profiles haven’t. I don’t coach from a textbook. I coach from a live career that’s still happening. This means my read on what the market values, how hiring decisions are actually made, and what a credible transition narrative looks like isn’t theoretical. It’s current. If you want someone who’s been on both sides of the table and recently - that’s what I offer.

Welcome to my profile! My name is Ani Varanasi and I am currently a Vice President at BMO Capital Markets within the Food, Consumer & Retail industry and have 6+ years of experience. I have experience in all products - including M&A, DCM, and ECM - with aggregate transaction value of over $10 billion. I started my career as a Summer Analyst at BMO before progressing as an Analyst and Associate. Over the years, I've successfully coached 100+ students who are looking to break into investment banking, helping them navigate the competitive landscape and secure positions at top firms. Whether you're preparing for interviews or refining your resume, I'm here to guide you every step of the way. Let's connect and chart your path to success in investment banking!

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. 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!

I broke into investment banking the hard way — from a non-traditional background (clinical medicine) — so I know exactly what it takes to get in from the outside, and how to teach it. But I didn't just break in: I started as an M&A banker at Bank of America Merrill Lynch, then moved to Goldman Sachs and earned the promotion to Vice President in its Healthcare Investment Banking group. That path matters for you in two ways: I can coach you not only on how to land your first offer, but also on how to position yourself for the top of the Street and how to actually excel once you're inside the walls of an elite bank, which is what earns the promotions. I've also sat on the other side of the table: I served on recruiting teams at both Bank of America Merrill Lynch and Goldman Sachs, so I've personally screened, interviewed, and selected candidates; I know precisely what gets someone pulled from the pile and what gets them cut. My background also includes an MBA from Tuck School of Business at Dartmouth, where I supported the admissions committee, further honing my ability to evaluate and guide applicants. Over the years I've coached 60+ candidates through this process. As your coach, I'll get you sharp on the things that decide offers: a confident approach to networking, a professional résumé and "walk me through your story" that land, airtight fundamentals across accounting, valuation, DCF, LBO, and M&A, and mock interviews that feel like the real thing. And because I've built deep relationships across both banks and Wall Street more broadly, for candidates who put in the work and reach a genuine bar of quality and preparedness, I'm glad to open doors Re: introductions and recommendations across my network, including, as a Goldman Sachs alumnus, a direct introduction to Goldman recruiting. I've made the leap, moved up, and helped others do the same. Now I want to help you land the offers.

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.

Welcome to my profile! With a robust background in investment analysis and venture capital, I bring a wealth of experience to help you break into the competitive world of investment banking. As an Investment Associate at Mount Judi Ventures, I focus on Consumer and B2B Tech-Enabled Services, and have previously worked on deals in Consumer and Healthcare. I hold a CFA designation, which further solidifies my expertise in financial analysis and investment strategies. Whether you're looking to refine your resume, master technical interviews, or understand the nuances of the industry, I'm here to guide you every step of the way. Let's connect and chart your path to success in investment banking!

I have over ten years of investment banking experience, spanning bulge bracket and boutique / middle market firms, such as JPMorgan, Blackstone (now PJT), and Lincoln International. I primarily worked on mergers & acquisitions, capital raises, and restructuring engagements. After banking, I co-founded two companies and raised nearly $40m in VC funding. I currently work with start-ups and high-growth companies as a fractional CFO or consultant. I have also led investment banking new hire training programs, as well as on-campus investment banking interview prep seminars, for the last 8 years.