Investment Banking Coaches, Events, and Resources

Ex-CVC & MUFG Director | Hiring Manager | Break Into Banking & Private Credit. Why you should work with me: ◆ I've been a Director and hiring manager at CVC Credit and MUFG, where I ran the Leveraged Finance Portfolio team. I've screened the CVs, run the interviews, and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've line managed 25+ interns, helping them secure full time roles in the industry ◆ I've coached 10+ people into investment banking and private credit roles ◆ 10 years experience across private credit, leveraged finance, and banking at CVC, MUFG, and RBS, with a Master in Corporate Finance from ESCP (graduated with distinction) ◆ I work with candidates at every stage, from one mock before a final round to full start-to-finish recruiting prep

Investment professional with 10+ years of experience at a mega-fund. Started career in investment banking at a bulge-bracket bank. Passionate about coaching candidates from all backgrounds and levels on a variety of topics, including resume/cover letter writing, interview preparation, career guidance, on-the-job questions, and MBA/Masters applications. Applies a structured and results-driven approach with customized gameplans to fit individual objectives. Please view me as an all-inclusive resource and reach out with questions!

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)

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.

Welcome to my profile! As the Founder & Managing Director of JHL Consulting Group Inc., I've guided over 300 students globally to secure positions at top firms such as Morgan Stanley, Bank of America, and RBC. With a background in Investment Banking M&A at CIBC and Private Equity at Dream VC, I bring firsthand industry experience to my coaching. My approach is tailored to each client's unique strengths, focusing on resume building, interview preparation, and networking strategies. Whether you're aiming for a role in investment banking, private equity, or real estate, I'm here to help you navigate the competitive landscape and achieve your career goals. Let's connect and start your journey to success!

* Former Investment Banking Associate 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 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

I have navigated the investment banking recruitment process successfully from multiple vantage points — as a candidate, an insider, and a coach. I previously worked as an Associate at Morgan Stanley and was the first-ever Graduate Analyst in Asia Pacific selected for the firm’s prestigious three-year rotational program, which had an offer rate of less than 0.1%. During this time, I gained hands-on experience across Investment Banking Advisory, Equities Sales & Trading, Global Financial Crimes Prevention, Operational Risk, and Compliance, giving me a holistic understanding of how top banks evaluate talent. In parallel, I was admitted to multiple M7 and T15 MBA programs — including Stanford GSB, Chicago Booth, Columbia Business School, and Cornell Johnson — with over USD 200K in merit-based scholarships, and was selected as a Schwarzman Scholar from a global applicant pool of 5,000+ (~3% acceptance rate). This allows me to advise candidates who are pursuing both direct analyst/associate recruiting and MBA-to-banking pathways. I have since reviewed hundreds of investment banking resumes and coached dozens of traditional and non-traditional candidates to secure roles at top global banks. My coaching is grounded in first-hand industry experience, a clear understanding of hiring signals, and a structured framework that helps candidates position themselves competitively. I work with clients to develop a targeted recruitment strategy — from resume and technical preparation to networking and interview execution — to maximize their chances of breaking into top investment banking roles.

I bring a rare combination of real Wall Street experience, elite academic training, and practical coaching ability to investment banking prep. I am a CFA charterholder, Columbia Business School MBA, West Point graduate, former private equity and hedge fund investor, and current public-company board director. I have worked across capital markets, M&A, private equity, distressed/special situations, and corporate advisory, so I help students understand not just the technical answers, but how bankers, investors, and deal teams actually think. I previously tutored with Kaplan and The Princeton Review, and my coaching style is structured, direct, and practical: we diagnose gaps, build technical fluency, sharpen behavioral answers, and practice until you can communicate clearly under pressure. Whether you are preparing for investment banking interviews, private equity recruiting, stock pitches, technical finance questions, or career transitions into finance, I can help you sound more polished, more confident, and more commercially credible.