Investment Banking Coaches

Hi! I’m Abhi, a former Investment Banking Analyst in the Real Estate group at Wells Fargo, where I advised on $45B+ of M&A and capital markets transactions. I worked on live deals across REITs, private equity sponsors, and public companies while operating in one of the most competitive analyst programs on the Street. I know exactly what the job demands and what top teams look for because I’ve been in the seat myself. Beyond executing deals, I was deeply involved in recruiting. I interviewed 150+ candidates each year and helped evaluate resumes, run technical interviews, and make hiring decisions. I’ve since coached students and career switchers on networking strategy, resume positioning, technical preparation, and behavioral storytelling, helping them secure offers across investment banking and other competitive finance roles. My coaching is direct, tactical, and structured. We focus on what actually moves the needle: a sharp narrative, confident networking, and mastery of interviews so you walk in prepared, not guessing.

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!

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.

Hello and welcome to my profile! With a solid foundation in investment banking as an M&A Analyst at Credit Suisse, I've been at the forefront of major transactions, including advising on multi-billion dollar mergers and acquisitions. My experience extends to strategic roles at Carta, where I was instrumental in driving growth through acquisitions and new product incubation. As the founder of Thymos Labs, I continue to leverage my expertise in strategic development. I've successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field or advance your career, let's connect and create a tailored plan for your 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.

Having successfully recruited for numerous banks, I worked at Goldman Sachs for 5 years most recently in the TMT team in Investment Banking. During my time at Goldman Sachs, I was a part of the recruiting team for 4 years, assessing candidates for internship and full-time roles across various teams. Throughout my professional career, I have mentored numerous people who are looking to break into investment banking at various levels and have been able to develop a deep set of skills that can help you in your recruiting journey. I’ve distilled my experience and insights into a clear, effective program designed to make sure you feel confident and prepared for each and every part of the recruitment process.

Welcome to my profile! With a robust background in investment analysis and venture capital, I bring a wealth of experience to help you break into the competitive world of investment banking. As an Investment Associate at Mount Judi Ventures, I focus on Consumer and B2B Tech-Enabled Services, and have previously worked on deals in Consumer and Healthcare. I hold a CFA designation, which further solidifies my expertise in financial analysis and investment strategies. Whether you're looking to refine your resume, master technical interviews, or understand the nuances of the industry, I'm here to guide you every step of the way. Let's connect and chart your path to success in investment banking!

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.

Hi! I’m a former Goldman Sachs Healthcare Investment Banking Analyst who loves helping students break into investment banking. I started at Goldman as a sophomore summer intern and returned for junior summer and full-time after graduating from Northwestern. During my time there, I worked on nearly $25B in healthcare M&A deals. I enjoy helping candidates make sense of a demanding recruiting process, whether that’s tightening a resume, refining your story, or preparing for interviews. Always happy to connect and help you map out next steps!

Hi, I'm Ali, a junior at Brown University studying Applied Mathematics–Economics (Mathematical Finance track with a focus on probabilistic modeling) and will be joining Goldman Sachs for Investment Banking this summer. I’ve spent the last two years mentoring students 1-on-1 through resume refinement, technical/behavioral prep, networking strategy, and superday preparation — helping them land offers at firms like Morgan Stanley, JP Morgan, Jefferies, PWP, and Goldman Sachs. As VP of the Bruno Finance Society, I’ve helped lead campus-wide recruiting initiatives and have personally guided students through every stage of the process. My approach is extremely hands-on and personalized — I work with you across all fronts to give you the best shot at an offer, whether you're just starting out or preparing for final rounds. Every student I’ve mentored 1-on-1 so far has received at least one offer. I care deeply about outcomes and prefer to work with a small number of highly motivated clients who are ready to put in the time and effort. If you're all-in, I’ll do everything I can to get you across the finish line.