Investment Banking Coaches, Events, and Resources

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.

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.

I’m a seasoned M&A banker focused on industrials coverage

I completed the full recruiting process, landed the internship, received the return offer, and helped to close one of the largest sell-side engagements in our group's history.

As a job seeker, I was able to get IBD offers from GS, MS, JPM, CS, BoA, DB As an interviewer, I organized IBD recruiting from networking to phone interview to superday to final discussion Therefore, I'm able to provide insights from both sides. I have coached 60+ students both from undergraduate and from MBA programs to land into their desired offers. My services are comprehensive and include all processes in IBD recruiting - resume, cover letter, networking, behaviorals, technicals.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive world of investment banking. I started my career as an Investment Banking Analyst at Barclays, focusing on the Healthcare Group, and later transitioned to a Private Equity Associate role at W.L. Ross. Currently, I am a Growth Equity Investor at Morgan Stanley, specializing in Series A+ investments in Technology, Consumer, and Healthcare sectors. My journey also includes founding a VC-backed fintech platform, giving me a unique perspective on the industry. Whether you're looking to refine your resume, master technical interviews, or navigate the recruitment process, 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! 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

I am an incoming Investment Banking Summer Analyst at BMO Capital Markets in New York helping students break into top firms. As a UCLA Business Economics student who navigated recruiting as a transfer from community college, I understand how to build a strong candidate profile no matter your background or where you are starting from. What drives me is helping others go through this process with more clarity and confidence than I had. Recruiting can be incredibly overwhelming, and I know firsthand how stressful it can be. I want to help students sidestep the mistakes I made. I'll provide the coaching you need to secure an offer, covering anything from resume and cover letter optimization to networking strategy, technical prep, and behavioral storytelling. Along the way, I'll equip you with guides, templates, and real examples so you always know exactly what to focus on and where to direct your energy. My coaching style is supportive and structured, less about memorizing and more about helping you genuinely understand how to present yourself in a way that feels both authentic and compelling.

Welcome to my profile! With extensive experience in the investment banking and private equity sectors, I am well-equipped to guide you through the competitive landscape of breaking into investment banking. As a Principal in the Technology group at CD&R and a former Investment Banking Analyst at UBS in their TMT group, I have been directly involved in high-profile transactions, including multi-billion dollar acquisitions and IPOs. My background in finance from Vanderbilt's Owen Graduate School of Management and the University of Kentucky, combined with my leadership and teamwork skills honed as a varsity football player, uniquely position me to offer comprehensive coaching. Whether you need help with interview preparation, resume refinement, or understanding the nuances of the finance industry, I'm here to help you succeed. Let's connect and strategize your path to success in investment banking!

Welcome to my profile! As the Founder & Managing Director of JHL Consulting Group Inc., I've guided over 300 students globally to secure positions at top firms such as Morgan Stanley, Bank of America, and RBC. With a background in Investment Banking M&A at CIBC and Private Equity at Dream VC, I bring firsthand industry experience to my coaching. My approach is tailored to each client's unique strengths, focusing on resume building, interview preparation, and networking strategies. Whether you're aiming for a role in investment banking, private equity, or real estate, I'm here to help you navigate the competitive landscape and achieve your career goals. Let's connect and start your journey to success!