Work with Jack
About
I am a former J.P. Morgan FIG and Moelis M&A / Restructuring investment banking analyst. I also have investment experience at Carlyle and Neuberger Berman. I coach finance students to get jobs at top finance companies and grow in their roles.
Jack’s Private Equity Qualifications
Experience level: Senior Associate
60+ Private Equity clients
I help students and young professionals break into investment banking, restructuring, private equity, and other highly competitive finance roles. My experience spans investment banking at J.P. Morgan and Moelis, where I advised on complex M&A, restructuring, and capital markets transactions, as well as investing roles at Carlyle and Neuberger Berman. Having sat on both the banking and investing sides of the table, I understand what top firms look for during recruiting and how candidates can distinguish themselves in competitive processes. Beyond my professional experience, I have spent years advising candidates on recruiting strategy, networking, interview preparation, technical concepts, and career decision-making. I particularly enjoy helping students navigate recruiting processes that can often feel opaque and overwhelming. Whether you are pursuing investment banking, restructuring, private equity, or another buy-side opportunity, my goal is to provide practical, actionable guidance that reflects how recruiting decisions are actually made and help you maximize your chances of securing your target offer.
Jack can help with:
AI Automation
AI Deck Building
AI Financial Modeling
AI Fundamentals
Behavioral Interview Prep
Cover Letters
Deal Sourcing
Due Diligence
Financial Analysis
Financial Modeling
General Exploration
Investment Evaluation
LinkedIn Review
Networking Strategy
Portfolio Management
Private Equity Strategy
Promotion Strategy
Resume Review
Skill Building
Technical Interview Prep
Why do I coach?
I coach because I had amazing mentors who were able to help me navigate the investment banking process / buy-side process and believe it is a great way to give back, build my network, and learn more about current recruiting practices.
Work Experience

Senior Associate
Neuberger Berman
2023 - Present

Associate
The Carlyle Group
2022 - 2023

Investment Banking Analyst
Moelis & Company
2021 - 2022

Investment Banking Analyst
JPMorgan Chase & Co.
2020 - 2021
Jack was also given offers to work at

Lazard

Morgan Stanley

Houlihan Lokey
Education

The Wharton School (UPenn)
Bachelor's Degree, Finance
2016 - 2020
Bronx High School of Science
High School
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