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Jack W.

Jack Wang

He/Him

JPM FIG, Moelis RX, Carlyle & Neuberger | IB, PE & RX Recruiting Coach

Available today

Starting at 10:00 PM UTC

Questions?

You can start chatting with Jack before you get started.

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

Neuberger Berman Logo

Senior Associate

Neuberger Berman

2023 - Present

The Carlyle Group Logo

Associate

The Carlyle Group

2022 - 2023

Moelis & Company Logo

Investment Banking Analyst

Moelis & Company

2021 - 2022

JPMorgan Chase & Co. Logo

Investment Banking Analyst

JPMorgan Chase & Co.

2020 - 2021

Jack was also given offers to work at

  • Lazard Logo

    Lazard

  • Morgan Stanley Logo

    Morgan Stanley

  • Houlihan Lokey Logo

    Houlihan Lokey

Education

The Wharton School (UPenn) Logo

The Wharton School (UPenn)

Bachelor's Degree, Finance

2016 - 2020

Bronx High School of Science Logo

Bronx High School of Science

High School