Investment Banking

As a healthcare investment banker for ~5 Years at Wells Fargo Securities, I have served as Staffer, Recruiting Team Captain, and Manager. I have interviewed, hired, and trained three classes of summer and full-time investment banking analysts and executed over $10.0Bn in deals across 90+ transactions. At UC Berkeley, I taught finance to over 300 undergraduates and have mentored and placed undergraduate and MBA students at the most prestigious Wall Street Banks, including Goldman Sachs, Morgan Stanley, JP Morgan, Centerview, Evercore, and Lazard. I currently teach at Training the Street, where I train the new investment banking analyst and associate hires. My secret sauce lies in: 1. I have directly interviewed, hired, and trained three classes of summer and full-time investment banking analysts 2. I have a vast network of investment banking contacts, many of whom are my former students, mentees, and colleagues 3. I have a large collection of actual interview case studies that students can practice with and cannot find elsewhere 4. I have access to market transaction materials that prepare students for success in their networking coffee chats and investment banking interviews 5. I have taught finance at UC Berkeley and currently train new investment banking hires at Training the Street For each student, I prepare well in advance of our session to understand your situation and needs in order to provide you with tailored resources, knowledge, and guidance for your success. You will receive access to your own shared folder, where I will drop in materials such as sell-side research, investment banking practice interview questions, investment banking guides, case studies, lecture slides, financial models, and more. It will also allow you to easily share with me models, resumes, and interview case studies that you are working on, so I can most effectively help you and review your work. I look forward to your success. Warmly, Ryan 2025-2026 Investment Banking Outcomes | Undergrad, MBA, Laterals PJT, Lazard, Evercore, Guggenheim, Rothschild, JP Morgan, Morgan Stanley, Citi, Wells Fargo, Truist, Capital One, ScotiaBank, Eldridge (Private Credit)

The candidates who don't get offers typically aren't underprepared — they're overprepared on the wrong things. The pattern I see over and over: candidates who memorized 500 technicals but have a generic "Why Banking." Who can nail the DCF walkthrough but can't actually talk about a deal or a trend with any conviction. Technical accuracy doesn't create separation. Delivery does. I've guided hundreds of candidates to offers at Centerview, Goldman, Qatalyst, and more — through one-on-one coaching and the prep platform I built from scratch. What separated them was understanding that getting the answer right is only 10% of the interview. ——— BEHAVIORALS The hardest part is knowing when your story isn't working. Every candidate has a "Why IB" answer. Very few are memorable. We rebuild your TMAY, your "Why's," and your scenarios from the ground up. I'll interview you, figure out what actually makes you different, and build a narrative around it. The goal: a story that is genuinely yours and impossible to mistake for anyone else's. ——— TECHNICALS Most candidates who fail actually knew the material. They just couldn't deliver it under pressure. I wrote the open-access textbook on IB technicals. I'll identify your blind spots, teach you to structure answers like a senior banker, and show you how to play defense when you're unsure. We turn a "pass" into a "top bucket." ——— MARKET This is where preparation becomes differentiation. Bankers are looking for colleagues, not students — and they can tell the difference between someone who follows markets and someone who's cramming for an interview. Most candidates treat market knowledge like a homework assignment. Bankers can tell. They're looking for the start of a real point of view. We'll carve out your sector niche so you speak with the conviction of someone who's been covering the space for years. This is the section that gets you the callback.

* Former Investment Banking Associate and IB recruiter at Goldman Sachs within the Consumer & Retail Group, advising leading consumer and retail companies on IPOs, mergers & acquisitions, strategic investments, and capital raises totaling $15B+ in enterprise value. * Led investment banking recruiting efforts as an Associate at Goldman Sachs, evaluating and interviewing prospective analyst and associate candidates * Successfully navigated highly competitive investment banking recruiting personally, receiving interviews across nearly all bulge bracket and top elite boutique investment banks and ultimately securing offers from both bulge bracket and elite boutique firms. * Extensive firsthand understanding of the full investment banking recruiting process, including networking, accelerated recruiting timelines, technical preparation, superdays, behavioral interviews, and offer decision-making. * Served as an Investment Banking Career Coach through The Wharton School Career Management, where I received formal coaching and recruiting training while mentoring students pursuing investment banking careers. * Have externally coached 500+ students and young professionals in successfully securing internship and full-time investment banking offers across bulge brackets, elite boutiques, middle-market firms, and other highly competitive finance roles. * Experience helping candidates break into firms including Goldman Sachs, Morgan Stanley, J.P. Morgan, Evercore, Centerview, Lazard, Moelis, PJT, Guggenheim, Jefferies, Bank of America, Citi, Barclays, and other leading investment banks. * Extensive experience preparing candidates for every stage of recruiting, including resume and LinkedIn reviews, networking strategy, coffee chats, behavioral interview prep, technical interview prep, superday preparation, case studies, modeling tests, and offer evaluation. * Strong technical background across accounting, valuation, DCFs, LBOs, merger models, accretion/dilution, enterprise value, three-statement modeling, transaction process knowledge, and financial statement analysis. * Experience conducting mock technical and behavioral interviews designed to mirror real investment banking interview environments and improve candidate performance under pressure. * Deep understanding of what investment banks evaluate beyond technicals, including communication skills, executive presence, professionalism, commercial thinking, attention to detail, and ability to perform in fast-paced environments. * Strong experience helping candidates craft compelling personal narratives and behavioral responses, including “Tell Me About Yourself,” “Why Investment Banking,” leadership experiences, teamwork, overcoming challenges, and long-term career goals. * Significant experience mentoring candidates from a wide range of backgrounds, including undergraduate students, MBA students, career switchers, athletes, and candidates from both target and non-target schools. * Graduated at the top of my class from Indiana University Kelley School of Business in Accounting and Finance before earning my MBA from The Wharton School, where I was recognized as a Palmer Scholar (top 5% of graduating class).

With direct investment banking and investing experience across multiple sectors, I bring a well-rounded perspective to help you target and excel in specialized groups. At Lazard, I worked directly on Media & Telecommunications mandates, gaining firsthand exposure to the strategic and financial nuances of the industry. I also supported several Restructuring (RX) engagements during my internship, giving me practical experience with distressed situations and debt advisory, and I’ve since helped clients successfully place into top restructuring groups at elite boutiques. In addition, I gained Financial Institutions Group (FIG) experience through my work on an insurance-focused private equity investment, developing a strong understanding of how investors and banks evaluate capital-intensive, regulated businesses. Beyond traditional coverage groups, I’ve recruited for and coached candidates into Energy investment banking, having gone through the Houston recruiting process myself and understanding both the technical depth and industry-specific expectations of those roles. I also bring experience in Software, having worked on a growth-stage software investment and successfully coached multiple clients into leading software-focused growth equity and private equity firms. This cross-sector exposure allows me to provide tailored coaching not only on technical and market-specific preparation, but also on how to differentiate yourself for specialized groups. Whether you are targeting Media & Telecom, FIG, Energy, Software, or Restructuring, I can help you craft a compelling story, sharpen your technicals, and position yourself as a top candidate.

I'm a senior at Duke and spent last summer in investment banking at Goldman Sachs in the Financial Institutions Group, where I worked on live deals and built merger models, DCFs and comps that I presented to senior bankers. Before that I was at Davidson Kempner, and I spent several weeks at Wharton through Girls Who Invest learning accounting, valuation and modeling from the ground up. At Duke, I lead the education series for BlackGen Capital, a student investment fund, so I already teach sophomores technicals and modeling every week. I'm an English major who had to learn all of this from scratch, so I know how to explain it to someone who is starting from zero. I can help with networking, resumes, technicals and interview prep for investment banking recruiting.

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!

I’m an investment banker with ~8 years of experience advising companies and sponsors on complex M&A, capital raises, and restructuring transactions across media, sports, consumer, and technology. I’ve worked at Citi, Three Ocean Partners, and currently LionTree, where I advise founders, executives, and investors on high-stakes transactions with real strategic and financial complexity. I also hold an MBA from Columbia Business School. I work with candidates not only on breaking into investment banking, but also on succeeding once they’re on the job. I help clients prepare for interviews, develop strong technical and deal discussion skills, and build confidence in financial modeling, valuation, and transaction structuring. For those already in seat, I also provide hands-on support with modeling, diligence, and thinking through how deals actually progress — from initial materials and outreach through execution and closing. My goal is to help clients think clearly, communicate crisply, and operate at a high level in real banking situations.

Welcome to my profile! With a strong foundation in finance from Northwestern University and further academic pursuits at the London School of Economics, I bring a wealth of knowledge and experience to my coaching. As a former Investment Banking Analyst at TD Securities and now a Corporate Development Associate Manager at WTW, I have firsthand experience navigating the competitive world of investment banking. I have successfully coached numerous individuals, helping them break into top investment banking roles by refining their resumes, honing their interview skills, and mastering technical concepts. Whether you're just starting out or looking to make a career transition, I'm here to guide you every step of the way. Let's connect and craft a personalized strategy to achieve your career goals!

After completing a summer internship and one year as an investment banking analyst in the Financial Institutions Group at J.P. Morgan in New York City, I've spent three summers working as a teaching assistant with Training The Street, helping hundreds of summer analysts and full-time analysts prepare for their roles. I can help with interview prep (both technical and behavioral) as well as with networking and application strategy for those interested in summer and full-time analyst positions at bulge bracket banks, especially applicants from non-target and underrepresented backgrounds.

I'm Yudhajit, a finance professional and coach with 9+ years of experience across M&A consulting, investment banking, and financial modeling instruction. I’ve worked at Deloitte Consulting (M&A and tech), completed my MBA at NYU Stern with a focus on finance and strategy, and most recently, trained future investment bankers at top firms as a Teaching Associate at Training the Street. I specialize in coaching students and early-career professionals who are targeting roles in investment banking, private equity, and corporate finance. I can help you build technical fluency in Excel, accounting, valuation (DCF, comps, LBO), and financial modeling from scratch, or polish your existing skills to stand out in interviews and on the job. Whether you’re preparing for an investment banking superday, building your first 3-statement model, or seeking a mentor to keep you accountable—I'd love to work with you.