Investment Banking

Hi there! I have extensive experience at Goldman Sachs as both an Analyst and Associate in Investment Banking (Healthcare M&A), I bring firsthand knowledge of what it takes to break in and succeed in this competitive field. Currently, I work in private equity at Golden Gate Capital and can also provide guidance and advice to making the jump over to the buyside. Over the years, I've successfully coached many individuals, helping them navigate time-sensitive application and interview processes to secure positions at top investment banks. Whether you need guidance on crafting a standout resume, mastering technical interviews, or understanding the nuances of the industry, I'm here to help you achieve your career goals. Let's connect and strategize your path to success in securing a role in investment banking!

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

I not only have first hand experience in networking, interviewing and securing a role at a top-tier investment bank, I also have a wealth of experience in coaching and mentoring others to do the same. As a finance student at BYU, I quickly realized that starting my career in investment banking would be the best route for me in order to achieve where I wanted to go in my career long-term. After multiple networking trips, info sessions and endless hours of interview prep I was able to secure a summer internship and subsequently a full-time role with Goldman Sachs in their TMT group in San Francisco. During my senior year, in between my internship and starting full time, I served as the Co-President of the Investment Banking Club at BYU - an organization solely dedicated to preparing students to land jobs on Wall Street. As part of that I reviewed countless resumes, organized networking trips, ran mock interviews and helped guide students in any way that I could. Since working in investment banking and then private equity, I have continued to try and find opportunities to help students forge their own path into investment banking and beyond.

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!

I’m a former investment banking Director at Bank of America Securities with ~9 years of bulge bracket experience and ~15 years total in strategic finance. I’ve advised on ~$15bn in completed transaction value across large-cap and middle-market M&A, capital raises, and strategic transactions. I started my career in large-cap Consumer & Retail and Technology, Media & Telecommunications (TMT) coverage groups before helping build Bank of America’s Middle Market Investment Banking platform as the 40th hire, where I later launched and led the Residential & Commercial Services sector coverage initiative. Beyond transaction execution, I’ve been deeply involved in recruiting and talent development. I’ve conducted 100+ interviews, participated in hiring decisions and roundtables, and mentored ~90 associates. I’ve seen firsthand what differentiates candidates who break into investment banking—and what causes strong candidates to fall short—and I focus on helping clients position their experience effectively, communicate with clarity, and approach the recruiting process with the same lens used by hiring managers and senior bankers.

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

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! 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 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.

Welcome to my profile! As a former Investment Banking Analyst at Bank of America on the Technology Media and Telecom (TMT) desk, I bring firsthand experience from the heart of the finance industry. With a Master's in Applied Economics from Cornell and a Summa Cum Laude degree in Finance from Virginia Tech, I have the academic and professional background to guide you through the competitive landscape of investment banking. I founded IB MASON to help aspiring finance professionals break into the industry and achieve a 100% pass rate on the Series 79 exam. My coaching is personalized and results-driven, offering comprehensive career development mentoring, interview preparation, and expert tutoring. I've successfully coached dozens of individuals, helping them secure positions at top financial firms and pass their Series 79, 63, and SIE. Let's connect to discuss how I can help you achieve your career goals! What you get working with me: ➣ 2025 Question Bank — Access to the actual questions being asked in top bulge bracket and boutique interviews ➣Tailored support across M&A, Coverage, and Capital Markets (ECM/DCM/LevFin) recruitment processes ➣Resume + cover letter rebuild — Optimize to the format banks want to see ➣ Step-by-step networking strategy and LinkedIn cold outreach coaching ➣ Behavioral Mastery — Crafting your story, "Why Investment Banking" and "Why this Bank" ➣ Technical Mastery — Simple explanations and teaching of the concepts banks want you to know ➣ Expert Insight into what to expect on Superdays, first-rounds, and Hirevues ➣ Excel modeling prep — Building a three-statement model & DCF from scratch ➣ Mentorship and a career partner who's been through the process that is dedicated to helping you secure a six-figure role ➣ 24/7 on-demand support to ensure you land a top job offer