Top 10 Best Investment Banking Career Coaches
Explore the top 10 Investment Banking Career Coaches and Experts in 2026. Find the best IB career coach to elevate your career.
Posted January 19, 2026
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Investment Banking is the most competitive career in the finance industry. Every year, thousands of candidates, from new college graduates to mid-career changers, throw their resumes into the fray, vying for a chance to break into the industry.
Between coffee chats, optimizing resume lines, and understanding the basics of income statements and balance sheets for complex technical interviews, it can be challenging to manage the entire recruitment process without knowing what those on the inside are looking for. This is where having an Investment Banking coach can come in handy, changing rejection emails to interview invites.
Having someone who’s navigated the path you want to enter allows you to better understand what firms are looking for. In this article, we handpicked the top Investment Banking career coaches based on past outcomes, Investment Banking experience, and industry understanding.
"Asha helped me navigate an entire spectrum of finance careers: we started by figuring out what was the best fit for my skills and interests and once we landed on IBD she helped me go from zero to 100 in less than a month! Asha's knack for unraveling my strengths and pinpointing my passion was a game-changer. She crafted a tailored strategy for my applications, making sure they screamed "investment banking material." And we adapted each one to the bank we were targeting together. A massive thanks to Asha for turning my finance career dreams into reality! She is the reason I landed a job which is truly a good fit for me and even managed to negotiate a higher salary!"
- Coached by Asha and landed roles at JP Morgan, Goldman Sachs, and Morgan Stanley
"Working with Jonathan was an absolute game-changer in my IB recruiting journey. He has a rare ability to teach complex topics in a way that is clear, humble, and tailored to anyone's level of understanding. No matter what I asked, he always had a genuine, patient, and encouraging solution—matching his tone, pace, and style perfectly to make sure I learned fast and retained it. Jonathan also made the learning fun; I could actually understand everything he taught me, which has been very rare for me to find in any teacher throughout my life. In our sessions, Jonathan taught me invaluable skills: Excel modeling and shortcuts, PowerPoint best practices and shortcuts, paper LBOs, a full IB overview session, and navigating Capital IQ and other important IB resources. He went above and beyond—including taking a call with me from Vietnam—to make sure I felt prepared. My Excel and PPT speed and ability got exponentially better because of Jonathan. His encouragement and teaching unlocked skills I never thought I’d learn so quickly. Without his guidance, I simply wouldn’t have landed my IB associate offer. Jonathan is the kind of coach who doesn’t just prepare you—he transforms the way you learn."
- Coached by Jonathan and landed a role at Citigroup
"Lee prepared me for interviews at various firms by helping me set up networking calls, conducting mock interview scenarios, and explaining different concepts, all the way through to final-round interviews. I felt very prepared with technical knowledge and also became more comfortable speaking about myself. Lee was so encouraging and supportive throughout my internship search. Ultimately, he helped me navigate choosing between various offers that I received in large part from his coaching! Choose Lee if you want to land your dream internship or job!"
- Coached by Lee and landed a role at Barings
| Coach | Client Rating | Number of Satisfied Clients | Leland Outcome Score | Helped Candidates Get Into… |
|---|---|---|---|---|
| Asha T. | 5.0 | 200+ | 9.9 | Morgan Stanley, Jefferies, KKR, Goldman Sachs, Citi, JP Morgan + more |
| Isha A. | 4.9 | 100+ | 9.9 | Deutsche Bank, Blackstone, Goldman Sachs, BlackRock, KPMG, McKinsey + more |
| Akaash P. | 5.0 | 80+ | 9.9 | Moelis, Goldman Sachs, Houlihan Lokey, Morgan Stanley, Lazard, Evercore, Credit Suisse, Blackstone + more |
| Ryan T. | 5.0 | 100+ | 9.8 | Wells Fargo, JP Morgan, Goldman Sachs, McKinsey, MorganStanley, UBS, Lazard, Credit Suisse + more |
| Jonathan H. | 5.0 | 110+ | 9.8 | Moelis, Bank of America, JP Morgan, Morgan Stanley, Citi, Goldman Sachs + more |
| Lee B. | 5.0 | 70+ | 9.8 | McKinsey, Deloitte, Goldman Sachs, Lazard, EY, Accenture, Bloomberg + more |
| Joseph A. | 5.0 | 90+ | 9.8 | Moelis, Wells Fargo, Citi, McKinsey, Goldman Sachs, Bank of America, Jefferies, JP Morgan + more |
| Jonathan S. | 5.0 | 120+ | 9.7 | UBS, JP Morgan, Evercore Wells Fargo, Credit Suisse + more |
| Karla M. | 4.9 | 50+ | 9.6 | JP Morgan, Deloitte, Morgan Stanley, Evercore + more |
| Alex B. | 5.0 | 100+ | 9.7 | JP Morgan, Mckinsey, Bank of America, TD Securities + more |
Top 10 Coaches for Landing Offers in Investment Banking
Below are the top 10 Investment Banking career coaches in the country, each helping clients land top roles and the most coveted companies. These experts bring a range of corporate finance experience, from ex-analysts at Goldman Sachs, Morgan Stanley, and JPMorgan to managing directors at Wells Fargo.
Whether you're a fresh college graduate looking for your first role in Investment Banking or a seasoned professional searching for a career switch, there is a coach who can help elevate you to the next level. These coaches have helped thousands of past candidates develop technical skills and navigate the recruitment process, and are ready to help you ace it.
Asha T.
Harvard MBA | Ex-Apax Hiring Manager | Ex-Deutsche Bank and J.P. Morgan with offers from Goldman Sachs, Morgan Stanley, and Barclays | 200+ successful clients
Asha T. is one of the most accomplished Investment Banking career coaches on Leland, bringing in over 12 years of industry experience. She started her career as an Investment Banking analyst at Deutsche Bank and J.P. Morgan. During her time recruiting for IB roles, she also secured offers from top bulge-bracket banks such as Goldman Sachs and Morgan Stanley. After working in IB, she earned her MBA at Harvard Business School.
She returned to the industry and became a hiring manager at Apax Partners, sitting on the other side of the recruitment process and evaluating thousands of analyst and associate candidates. With this wide range of experience, Asha is poised to help candidates succeed by providing an understanding of what companies look for and how to stand out.
Candidates report that Asha’s highly customized coaching style helps them succeed and navigate IB recruitment. Whether you are a target school student aiming to improve your resume and land top roles or a non-traditional candidate looking to start networking, Asha’s guidance can help you secure an offer at your dream firm.
Ideal for: Undergraduates and MBA candidates targeting top Investment Banking roles, Career Switchers needing technical prep, and Applicants looking for a structured timeline
"Asha is very very experienced and dedicated in coaching candidates interested in finance. She has taught me a lot. She provided guidance on how to approach behavioral questions and helped me understand technical concepts. Her deep insights into what investment banks are looking for make her approach to teaching behavioral questions both very comprehensive and effective. Asha also has a clear and structured way of explaining technical concepts, making them easier to grasp. Additionally, her unique method of conducting mock interviews stands out. She simulated a real interview scenario, and she created a highly authentic and valuable practice experience. Moreover, she offered detailed feedback on delivery and tone, teaching me how to be both authentic and professional. Her incredible sessions are immensely helpful, and I would highly recommend her to anyone preparing for a career in investment banking!!!"
- Coached by Asha, landed offers at J.P. Morgan and Evercore
Isha A.
UC Berkeley and London School of Economics | Senior Associate at Dunes Point Capital | Ex-KKR with offers from Goldman Sachs, Bank of America, Blackrock and Blackstone | | Top Coach for Non-target backgrounds
Isha A. is a top finance and Investment Banking career coach who offers a non-traditional perspective. In college, Isha navigated the Investment Banking recruiting process, securing offers from top financial institutions such as Goldman Sachs and J.P. Morgan during her junior year. Isha then became one of the few to jump into private equity straight out of undergrad, landing a full-time position as a KKR analyst.
Currently, Isha works as a Senior Associate at Dunes Point Capital, giving a "buy-side" perspective to those looking to break into the Investment Banking industry. Having sat on the side of evaluating Investment Banks' work, she knows which skills these firms look for most in their analysts. Isha's wide range of experience over her 6 years in the industry makes her a perfect coach for candidates looking to navigate the recruiting process.
Candidates praise Isha's ability to turn non-traditional candidates into powerful stories that can compete in the interview process. If you're an undergrad looking to land a summer analyst role or a non-traditional candidate seeking a place to start, Isha's focused approach and career advice will help you put your best foot forward.
Ideal for: Non target and International Candidates, Applicants seeking high-level technical prep, and undergrads aiming for elite summer analyst positions.
"My intro session with Isha went great! We were able to go over my resume, current experience, as well as my career plans/goals. She was very knowledgeable and provided advice on my timeline, resume, and interview prep."
- Coached by Isha for Investment Banking
Akaash P.
Ex-Lazard with Offers from J.P. Morgan, Citigroup, Houlihan Lokey, and Guggenheim Partners | Over 600 million in transactions
Akaash P.’s path into Investment Banking reflects an ability to stand out in one of the most competitive recruiting processes in finance. Before joining Lazard straight out of college, Akaash earned offers from several elite firms, including J.P. Morgan, Citi, Houlihan Lokey, and Guggenheim Partners. After Lazard, Akaash joined an early private equity fund, where he executed high-impact trades totaling almost $ 600 million.
Having worked as an Investment Banker and evaluated companies in Private Equity, Akaash has a dual understanding of what companies look for and what sets successful Investment Bankers apart. This combination of frontline deal work and investor judgment shapes the way he coaches, giving candidates a realistic picture of what top firms expect from finance professionals.
Candidates who work with Akaash benefit directly from his breadth and depth of experience. He combines deep technical knowledge with a practical understanding of the recruiting funnel. Candidates report that his coaching services and specific interview preparation are both structured and supportive, making the hardest parts of IB prep feel easy and achievable.
Ideal for: Candidates targeting jobs in specialized groups like Media & Telecom, FIG, Energy, Software, or Restructuring who want tailored advice
"Akaash helped me prepare extensively for my EB Tech M&A Superday. On short notice, Akaash tailored our mock interviews towards specific technical / behavioral questions and explained confusing concepts in excellent detail. I walked into my Superday feeling confident and knowledgeable about the tech sector. Akaash is an absolutely wonderful instructor and I would not have been able to land a full-time offer without our mock interview sessions."
- Coached by Akaash, landed a role at General Atlantic
Ryan T.
UC Berkeley | Ex-Wells Fargo Recruiting Captain | Instructor and mentor to 300+ undergrads at UC Berkeley | Over 10.0 billion in transactions | Top Coach for First Generation Candidates
Ryan T. was never part of a top finance club or business fraternity in college; instead, he taught himself how Investment Banking works and now pays that knowledge forward. Out of college, Ryan was a Healthcare Investment Banker at Wells Fargo for almost 5 years, starting as a staffer and ending his career as a manager. He later transitioned jobs to the buy side, working as a Credit Research Analyst at Franklin Templeton.
Ryan offers an unparalleled understanding of what firms want from Investment Bankers. While at Wells Fargo, he trained three classes of Investment Banking analysts. Through this training, he learned how to teach those interested in the industry and understood the skills and questions that led them to such a coveted position. Ryan has also worked extensively in training students on key financial topics, both as an instructor at UC Berkeley and a Capital Markets Instructor.
Candidates stress that Ryan is deeply invested in his clients' success. He has an unparalleled ability to break down the complex process of Investment Banking and answer questions you may have about anything from behavioral interviews to financial modeling. He’s held numerous teaching positions, making him an easy coach to learn from. Moreover, with his extensive industry network, Ryan frequently helps candidates navigate networking effectively and crush interviews, offering resources and case studies others simply do not have. Ryan’s invaluable insights will help you develop the confidence needed to land your dream Investment Banking role.
Ideal for: Candidates looking for help through networking, First Generation students, College students looking to break into IB
"Ryan is the best coach ever, generous, patient and willing to help all the time. He was a hard working, top performance investment banker. And with the experience he had, he will be able to help more people break into the street."
- Coached by Ryan, landed a role at Bank of America
Jonathan H.
Harvard MBA | Ex-Analyst at Moelis | Ex-Senior Associate at American Securities | Top Coach for Candidates from Non-Target School
Jonathan H. navigated recruitment into Investment Banking from a school that many would not consider a target school. After college, Jonathan landed at Moelis where he worked in the Restructuring Investment Banking Analyst program. He then went on to execute trades as a senior analyst at American Securities and is now getting his MBA at Harvard Business School.
Most notably, Jonathan took his knowledge coming from a non-target school and changed the narrative. At his college, Jonathan started an Investment Banking Bootcamp within the Finance Club. Within just a couple of years, this initiative created a pipeline of dozens of students who now regularly land in top finance roles at elite boutique firms, top hedge funds, and the big-firm names on Wall Street. Jonathan rewrote the narrative, and he’ll bring those same strategies to drive your success.
Those who have worked with Jonathan say he is invaluable to students from non-target schools. For candidates from colleges that seldom even get opportunities to learn about finance roles, Jonathan has helped them land coveted Investment Banking positions at firms such as Morgan Stanley, Bank of America, and Citi.
Ideal for: Non Target School Candidates, Candidates going from MBA to Investment Banking
"Working with Jonathan was an absolute game-changer in my IB recruiting journey. He has a rare ability to teach complex topics in a way that is clear, humble, and tailored to anyone's level of understanding. No matter what I asked, he always had a genuine, patient, and encouraging solution—matching his tone, pace, and style perfectly to make sure I learned fast and retained it. Jonathan also made the learning fun; I could actually understand everything he taught me, which has been very rare for me to find in any teacher throughout my life. In our sessions, Jonathan taught me invaluable skills: Excel modeling and shortcuts, PowerPoint best practices and shortcuts, paper LBOs, a full IB overview session, and navigating Capital IQ and other important IB resources. He went above and beyond—including taking a call with me from Vietnam—to make sure I felt prepared. My Excel and PPT speed and ability got exponentially better because of Jonathan. His encouragement and teaching unlocked skills I never thought I’d learn so quickly. Without his guidance, I simply wouldn’t have landed my IB associate offer. Jonathan is the kind of coach who doesn’t just prepare you—he transforms the way you learn."
- Coached by Jonathan, landed a role at Citigroup
Lee B.
UNC Business School | Ex-Analyst at Barclays and an offer from Bank of America | Professional Coach | 70+ successful candidates
Finding your way into Investment Banking has never been harder, but Lee B. helps make it just a little easier. During college, Lee completed the competitive recruiting process in Investment Banking and secured an offer at Barclays. He thrived within the role and was invited to intern again the following year. This experience helped Lee understand the skills needed to land an initial role and advance in IB.
After Barclays, Lee has spent expensive time teaching and coaching candidates. From working as a TA in MBA courses to building companies to help high-achieving professionals move upward, Lee knows how to help you. Through his personalized coaching and teaching, Lee has helped young professionals land roles at EY, Deloitte, McKinsey, and Goldman Sachs.
Ideal for: College students looking to break into IB, Analysts looking to move upward
"During my just my first session with Lee, I gained more valuable insights than I typically receive from multiple conversations with career counselors at my school. Lee provided actionable advice that I was able to immediately implement, considerably helping my investment banking internship application. He knew so much about the industry, adeptness in answering behavioral questions, and even had a few unique strategies that were especially impressive."
- Coached by Lee, landed a role at D.A. Davidson Companies
Joseph A.
Harvard MBA | Ex-Moelis Analyst | Ex - Senior Associate at American Securities | 90+ successful candidates
Joseph A. broke into Investment Banking from a non-target school and built a career across all sides of high finance. He began his career as an analyst at Moelis & Company, working on complex M&A and restructuring deals. From there, he moved into private equity at American Securities, where he was promoted to Senior Associate within just two years and led investment strategy at one of the country’s leading funds. Now, he’s working towards his MBA at Harvard Business School.
Joseph didn’t just navigate and keep his strong understanding of the Investment Banking recruiting process for himself; he used his own experiences to drive success for others. While at the University of Georgia, he led the Corsair Society’s Investment Banking Training Program and turned it into a pipeline to Wall Street. Under his leadership, the program placed over 30 students in summer analyst positions at top target firms, including JPMorgan, Citi, Evercore, and Bank of America. What began as peer mentorship became one of the most effective student-run training programs in the country, training students on key technical topics like income statements and guiding them on the soft skills needed for students from non-traditional backgrounds and non-target schools to land at top sell-side firms.
That experience of mentoring others to top roles has helped Joseph understand what it takes to stand out in competitive interviews, especially if you’re coming from a school without built-in access to elite firms. He has helped dozens of candidates break into firms like McKinsey, Goldman, and Moelis, and he will bring clarity and strategy to each of your sessions, instilling in you the self-confidence you need to succeed.
Ideal for: Non-target and underrepresented candidates
"I cannot thank Joey enough for his assistance in helping me land an investment banking job out of college and a private equity role 2 years later. Joey has an ability to dumb down complex financial concepts into a digestible format through insightful analogies leading to confidence building throughout an incredibly stressful recruitment process. Joey also has a wide range of knowledge about various financial firms which helped me find a firm that best suits my interests and capabilities. I will certainly work with Joey next time I recruit for another financial role. A+ attitude and a pleasure to work with!"
- Coached by Joseph, landed a role at Moelis
Jonathan S.
US Army and Harvard Business School | Ex-UBS VP Investment Banker | Ex-Managing Director of Investment Banking at Wells Fargo
Jonathan S.'s extensive experience speaks for itself. Jonathan started in the Army, where he served the country for 5 years. After that, he spent almost 2 decades in the IB sector, both as a hiring manager and an analyst. He started at UBS, where, by the end of his time, he rose to the position of VP Investment Banker on the Power and Utilities Team. He then worked in wealth management at Morgan Stanley before finishing out his career as the managing director of Investment Banking at Wells Fargo.
For 8 years, Jonathan led analyst recruiting and oversaw the professional development of a cohort of 30 interns each summer. Through hundreds of coffee chats, resume drops, and interview processes, Jonathan has understood how to crack the code of Investment Banking. Combining the dedication he learned from his time in the Army with his deep understanding of Investment Banking, Jonathan will make all the difference in the recruitment process. He'll guide you through balance sheets and financial modeling, and provide rigorous interview preparation to get past even the most difficult behavioral interviews.
Candidates highlight Jonathan's detailed advice and push to refine their answers, which is why he's helped them land roles at UBS, Evercore, Wells Fargo, and J.P. Morgan.
Ideal for: Candidates switching careers to IB, Undergrads looking for help navigating summer recruiting
"Jonathan was so helpful simulating an interview, took great notes and provided detailed advice on how to improve the behavioral and technical questions. Highly recommend! I will definitely schedule a follow-up!"
- Coached by Jonathan, landed a role at Baird
Karla M.
Harvard and Uchicago | Ex-EY | Current IB Associate at J.P. Morgan
Karla M. has built her Investment Banking career from both inside the interview room and behind the recruiting table. Karla started as a Consultant at EY before transitioning into Investment Banking Roles. After finishing recruitment cycles, she landed as an Associate in J.P. Morgan’s Technology Investment Banking group, where she helps execute deals across one of the most exclusive sectors in finance. While at JP Morgan, she previously led campus recruiting for three cycles at both the University of Chicago and Harvard Business School, reviewing resumes, conducting behavioral interviews, and onboarding the incoming analyst and associate classes.
Her coaching services draw directly from this experience, offering candidates a detailed view of exactly what J.P. Morgan told her to look for. Candidates mention that Karla provides direct feedback and practical frameworks that help candidates from diverse backgrounds find their edge. Her guidance has helped candidates land roles at Evercore, Morgan Stanley, and J.P. Morgan.
Ideal for: Undergrads looking to break into summer analyst positions during their junior year and Career Switchers ready to land on Wall Street
"Karla is dedicated to diversity and unlocks the path to a top tier MBA and investment banking career for candidates who put in the work. She is well connected and experienced which ensures her advice is tailored and specific to your circumstances. After facing numerous recruiting rejections, I would not be a banker without her guidance!"
- Coached by Karla, landed a role at Morgan Stanley
Alex B.
Queen’s University | Ex-BMO IB Associate | Current Advisor at Portage CyberTech
Alex B. has spent over a decade in Investment Banking and corporate finance, and now he helps candidates break into the Investment Banking industry as an Investment Banking career coach. He began at BMO Capital Markets, where he led recruiting efforts at Queen’s and Waterloo and helped mentor dozens of analysts into their first IB roles. From there, he moved into private equity and later joined a venture-backed startup as the first finance hire, helping lead both a $600M debt facility and an $80M IPO.
Alex’s private coaching is defined by technical rigor and structured prep. He taught finance and accounting at Rotman and brings that same teaching style to helping candidates secure roles at JPMorgan, Bank of America, McKinsey, and other top Canadian banks. Alex brings clarity and will help you walk into interviews with the confidence of someone who's already done the job.
Ideal for: Candidates targeting Canadian IB recruiting and candidates looking to transition from investment banking to private equity
"Alex was hugely impactful in helping me find my footing and path at the very start of my career. His guidance and coaching was invaluable for getting my foot in the door and succeeding from there."
- Coached by Alex, landed a role at McKinsey
How to Find the Right Investment Banking Career Coach for Your Career Goals
Choosing the right Investment Banking coach can ensure you crush interviews and craft a standout resume. Whether you're looking to learn more about the industry or want help with submitting applications, the right Coach will meet your needs.
When looking for which coach to use, focus on:
- Past Outcomes: Look at where previous clients have ended up. If those firms are the same firms you are targeting, the coach can help you land top finance programs.
- Industry Expertise: The Investment Banking industry is diverse, with roles spanning Media and Technology. Seek out the coaches whose expertise matches the niche you're looking for within Investment Banking.
- Recruiting Specialization: Each coach is an expert in different specialties. Some are extremely helpful for candidates from non-target schools seeking interview prep advice, while others can help turn first-generation students into top investment professionals. Find a finance career coach who can match your background and learning style.
When you are ready to start, book a free intro call to get matched with a coach by a Leland advisor. If you want to explore more profiles, feel free to browse Investment Banking coach profiles and reviews to find the best for your goals.
Interested in a Finance Career at a bulge bracket firm? Read these articles
- Investment Banking Interview Prep Guide: Process & Tips
- The Top 10 Investment Banks – By Size & Tier
- Top 10 Questions to Ask in an Investment Banking Interview
- What to Know About Investment Banking Recruiters & Headhunters
- Investment Banking Recruiting: Timeline & Processes for Full-Time & Summer Analysts (2026)
FAQ’s about Investment Banking Coaching
What does an Investment Banker actually do every day?
- Investment bankers help companies raise capital, acquire other businesses, and junior analysts play a key role in that process. Most days, analysts spend their time focused on building financial models, creating pitch decks, conducting research, and responding to client requests. It’s a job built on fast-paced work that guides many of the world’s major financial decisions.
How hard is it to break into Investment Banking from a non-target school?
- It’s definitely harder, but doable. Many top firms recruit heavily from a handful of target schools, but plenty of candidates from non-targets break into IB every year. That jump requires smart networking and clear technical prep. That’s where having a coach can make all the difference. Using private coaching lets you connect with someone who's made that same jump and can help you avoid common mistakes, focusing on what actually drives results.
What can I expect to learn or improve on when working with a coach?
- An Investment Banking coach can really help you with whatever you want to work on. The list above includes some of the top coaches for perfecting resumes or improving outreach and networking. Many also run mock interviews to help you prepare for the grueling process and land your dream job on Wall Street.
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