Investment Banking - Career Clarity & Role Fit Intensive
WHO IS THIS FOR - Professionals or students who feel uncertain about: Which investment banking roles to target How your background fits into finance Whether investment banking is the right path at this stage SERVICES OFFERED - Career clarity coaching Role fit assessment Strategic career mapping WHAT'S INCLUDED Career & Background Deep Dive - Review of your education, experience, strengths, and constraints Investment Banking Role Mapping - Fit analysis across IBD, Sales & Trading, Research, Risk, and related finance roles Strengths & Gap Assessment - Identify what works in your profile and what needs strengthening Target Role Recommendation - Clear guidance on which roles make the most sense now Personalized Next-Step Roadmap - Actionable plan covering recruiting focus, skills, and preparation priorities
What's included
My coaching approach is structured, strategic, and deeply personalized. I work with clients who want clarity, confidence, and a practical plan not generic advice or surface-level feedback. We begin by understanding your background, goals, and constraints. Rather than pushing a one-size-fits-all path, I help you identify where your skills, experience, and interests realistically align within investment banking and finance. From there, we build a focused strategy that makes sense for you. Sessions are highly interactive and tailored to your needs. I challenge assumptions, refine how you communicate your story, and help you think more strategically about decisions and trade offs. My style is direct but supportive. I provide honest feedback, clear frameworks, and actionable guidance you can apply immediately. Between sessions, I emphasize reflection and execution so progress continues beyond our time together. What sets my coaching apart is the blend of strategy, storytelling, and performance. Clients don’t just leave with information, they leave with clarity, confidence, and a repeatable way of thinking that serves them beyond a single recruiting cycle.
- A clear understanding of which investment banking roles align with your background.
- Confidence in what to pursue and what not to pursue.
- A realistic, actionable plan for your next 60–90 days.
- Reduced confusion and decision fatigue
Meet your expert
Parul S.
Former Merrill Lynch Director | IB & Hiring Experience | Career Coach
I spent close to a decade at Merrill Lynch, rising to Director and working on IPOs, cross-border equity transactions, and billion-dollar capital raises. Today, I combine that firsthand investment banking experience with my work as a CTI-certified executive coach to help candidates trying to work at an investment bank navigate the recruiting process and position themselves to stand out. With an MBA in Finance from Northeastern University and experience spanning global finance, fintech, startups, and higher education, I understand what the industry demands and what it takes to build a competitive candidacy. I coach candidates on developing a strong profile, building technical knowledge, networking strategically, and preparing for interviews. My approach goes beyond résumé reviews and interview practice. I help candidates assess where they stand, identify gaps, develop a compelling story, and build a clear, actionable recruiting strategy. My goal is to help candidates approach investment banking recruiting with clarity, confidence, and a practical plan to maximize their opportunities.
