Investment Banking Coaches

- Seasoned Investment Banking or Private Equity career coach - I love sharing my finance knowledge, financial modeling skills, and perspectives on investing, business, and entrepreneurship with people who are keen to pursue a career in Finance, Investing, Private Equity, or Venture Capital - Very energized and motivated by people with a growth mindset - Currently, CEO of a GovTech SaaS company (Acquired via my Search Fund)

Hello and welcome to my profile! With a solid foundation in finance from my time as an Investment Banking Analyst at Goldman Sachs and a Private Equity Associate at BlackRock, I bring firsthand industry experience to my coaching. Over the years, I've successfully guided several individuals through the competitive finance recruitment process, helping them secure positions at top firms. My approach is tailored to each client's unique strengths, focusing on resume refinement, interview preparation, and networking strategies. If you're aiming to break into investment banking, private equity or venture capital, let's connect and craft a plan to achieve your career goals!

After being just 1 of a select 30 sophomore interns, at Bank of America, I progressed to complete a junior-year internship, and receive a full-time offer at the firm. Upon joining BofA full time within Global Capital Markets, I was promoted to Associate after two years of being a top-ranked analyst. During my four years I helped underwrite over $200B of capital market transactions.

I'm excited that you are taking the initiative to elevate your recruitment game. As a Management Trainee at Morgan Stanley, I have developed deep expertise across multiple business areas, including Investment Banking Advisory, Global Financial Crimes Prevention, Equities Sales and Trading, and Operational Risks. I was the first-ever Graduate Analyst in Asia Pacific selected for the prestigious three-year rotational program, with an offer rate of less than 1%! I graduated with First Class Honours from the University of Hong Kong, where I co-founded the HKU Women in Finance Society and received some of the most competitive merit scholarships and graduate fellowships in the world. I have reviewed hundreds of applicant resumes, and successfully coached dozens of individuals to break into top investment banking roles, leveraging my comprehensive industry knowledge and first-hand experience. Reach out to me to craft a winning strategy for your investment banking career!

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

Welcome to my profile! As an Incoming Investment Banking Summer Analyst at William Blair, I bring firsthand industry insights and practical knowledge of what it takes to break into investment banking. I’ve secured competitive roles at top firms like J.P. Morgan, Resurgens Tech Partners, and more, and have interviewed with numerous leading investment banks—giving me a comprehensive understanding of the recruiting process. With a strong academic foundation in Finance and Management Information Systems from the Terry College of Business, I have successfully guided 62 individuals in landing investment banking opportunities. My leadership roles, including President of the Black Business Student Association and Head of Recruitment for the Corsair Society, have further sharpened my ability to mentor and support aspiring professionals. Whether you need help with resume building, interview preparation, technical concepts, or networking strategies, I’m here to provide personalized guidance and proven strategies to help you stand out. Let’s connect and craft a plan to achieve your career goals in investment banking!

I am a focused and transformative career coach who has helped hundreds of MBA students achieve their goals to work in investment banking. Building on my strong interpersonal skills, I am able to help hone clients' stories to answer "why investment banking?, why this bank?, why this group?" Having advised those focused on bulge bracket banks as well as boutiques, I have a deep understanding of the different roles in investment banking and have educated many about the best way to demonstrate their value as bankers.

10 years in investment banking, private equity, corporate & strategic finance. I also teach Master's and Undergraduate students occasionally on all things corporate finance.

At Moelis, I played a key role in analyst recruiting, handling everything from resume and cover letter reviews to first-round interviews, super day interviews, and participating in and making hiring decisions. As staffer to the first-year analyst class, I collaborated closely with management to assess performance. I've successfully coached over 100 candidates, guiding them through resume and cover letter reviews, interview preparation, and performance assessments. In short, I know what makes for a great analyst and how they get hired. I look forward to working together!