Investment Banking Coaches

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.

I have 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. I've covered: tech, industrials, consumer.

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.

As one of four Investment Banking Career Fellows at the Wharton School (selected for demonstrated excellence in the recruiting process), I coach first-year MBA students on mastering every stage of investment banking recruitment. Drawing on five years of experience helping clients craft compelling professional narratives, I equip clients to present themselves with precision, confidence, and authenticity!

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 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!

I help high-performing, non-traditional investment banking candidates leverage their unique experiences and prove competency in expected skills. I went from a masters in philosophy to investment banking associate -- you can pivot too.

I was a senior associate in Investment Banking (FIG) at Goldman Sachs in London, where I worked on strategic and advisory projects for financial institutions across EMEA, building my skills in financial modelling and valuation analysis. I've also co-founded initiatives and advised entrepreneurs through Antler, a global VC firm. I hold an MBA from Harvard Business School, where I was nominated to tutor in business and international economy courses. I'm passionate about helping people from underprivileged or non-traditional backgrounds break into this often opaque industry and figure out if it's the right fit for them. Let’s chat!

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.

With a J.D. from Harvard Law School and a Bachelor's degree in Economics from UC Berkeley, I bring a unique blend of legal and financial expertise to my coaching. My professional journey includes roles as an Investment Banking Associate at Lazard, a Summer Associate at Skadden, and an Investment Banking Analyst at Barclays. I have firsthand experience navigating the competitive landscape of investment banking and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way.