Investment Banking Coaches

Welcome to my profile! As an incoming Investment Banking Summer Analyst at J.P. Morgan & Co., I bring firsthand experience from navigating the competitive recruitment processes at top firms like Moelis, PJT Partners, and Guggenheim. My academic background in Finance and Data Science from NYU Stern, coupled with my roles in private equity and finance internships, equips me with a comprehensive understanding of the industry. I've successfully coached 5 individuals, helping them secure positions in investment banking by refining their resumes, honing their interview skills, and developing their networking strategies. If you're looking to break into investment banking, let's connect and craft a personalized plan to achieve your career goals!

interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications.

With two years as an Analyst at Moelis & Company, I bring a deep understanding of the demands and nuances of investment banking. As one of the first University of Georgia students to work at Moelis, I gained unique insights into breaking into competitive roles from non-traditional starting points. At Moelis, I led a financial literacy program educating NY area universities on accounting and valuation fundamentals. I also closely supported recruiting, leading the screening process for non-core candidates. My passion for mentorship stems from my own journey, including serving as the Head of the Investment Banking Training Program at UGA (the Corsair Society). In this role, I trained and mentored 32 candidates who secured IB roles in major financial hubs such as NYC, Boston, Atlanta, SF, and Charlotte.

I worked for two years at Morgan Stanley in the Tech Banking Group in NYC under Jeff Hoffmeister and Michael Grimes. I worked on a number of IPO and M&A opportunities and made a successful jump to a VC / GE job in NYC investing in Series A/B Tech companies

I have a proven track record of helping 60+ clients and mentees achieve their career goals. I bring a wealth of experience and a deep understanding of what it takes for you to succeed. My journey from a non-core school to a top-tier investment bank helps me understand exactly the stresses you are facing, and what steps are needed for you to get the offers you're aiming for. Graduating from SUNY Binghamton, I navigated the uphill battle to secure my spot at Moelis & Company. After securing my Moelis offer, I led our school's Finance Society and ran the "Investment Banking Bootcamp." Working with students just like you, this initiative has successfully established Binghamton to Wall Street pipeline, with over two dozen students annually landing front office finance roles. My experience in building and leading this program means I can design effective training and networking strategies specifically for you. At Moelis, I led the New York office's recruiting efforts, gaining firsthand knowledge of what top firms look for in candidates. By working with me, you will benefit from my expertise in identifying, screening and interviewing hundreds of candidates, ensuring you are well-prepared for the most rigorous of investment banking interviews. With my guidance, you will gain a competitive edge through tailored interview prep, strategic networking advice, and insider knowledge of the investment banking recruitment process. I am committed to helping you achieve your career goals and navigate an incredibly stressful time for you with confidence.

I am a Harvard MBA with Honors and was accepted out of UChicago as a 2+2 admit to HBS. I worked at Morgan Stanley out of college in the analyst program and became a Partner (Managing Director) for many years. I have coached investment banking for over a decade, and while I am new to Leland, I have coached over 1,000 candidates (I call them "coachees") into virtually all of the major investment banks, private equity, and venture capital firms. I coach internships and full time recruiting for undergraduates (from both target and non-target schools!), MBA recruiting, and also lateral candidates - transitioning from investment banking to private equity, for example, and on-cycle recruiting. My focus is on marketing collateral (resume, cover letter, and LinkedIn review), conducting outreach (using handshake and LinkedIn to reach recruiters), coaching behaviorals and technicals, and mock interviewing. The vast majority of my coachees receive offers!

Welcome to my profile! With a degree in Economics from Harvard University, I bring a wealth of experience from top-tier financial institutions to my coaching. I started my career as an Analyst at an elite boutique, then transitioned into private equity roles at tech PE funds. Over the years, I've developed a deep understanding of the investment banking landscape and have successfully guided numerous clients through the competitive recruitment process. Whether you need help with resume crafting, interview preparation, or understanding the nuances of the industry, I'm here to help you break into investment banking. Let's connect and chart your path to success!

Investment Banker with experience working across London and NYC. Experienced career changer coming from a law background to investment banking. I have also explored a career in startups/ technology investing- I can help you land your dream role in investment banking and also discuss other career paths!

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.

With a robust background in investment banking, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard Freres & Co. and later transitioned to a senior corporate development role at a leading PPM roll-up, where I shape strategic growth initiatives. As someone who has been through the rigorous recruiting process and emerged at the top of my field, I am passionate about helping others achieve their goals in investment banking. My hands-on experience and deep understanding of what top firms are looking for will guide you through every step of the recruiting journey, from resume crafting to interview prep and offer negotiation. Whether you’re breaking into the industry or looking to advance your career, I’m here to provide actionable insights, personalized feedback, and a roadmap to success. Let’s work together to elevate your career and secure your next role in investment banking.