Investment Banking Coaches, Events, and Resources

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!

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at Morgan Stanley I was involved with recruiting, candidate evaluation, group placement, and training of interns and analysts. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Strategizing for on/off-cycle headhunter and private equity interviews - Navigating analyst performance, deal exposure, and internal mobility - Thinking about life after finance (exit options, MBA, entrepreneurship, sabbaticals) My specialties are: crafting a competitive resume and story, navigating your recruiting process, and technical interview/case study prep. Always happy to schedule an intro call first. Looking forward to working together!

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

Welcome to my profile! I’m qualified to coach in investment banking because I’ve worked in the IB environment and understand exactly what banks look for, in interviews and on the job. I bring hands-on investment banking experience from firms such as Morgan Stanley and Société Générale, where I worked on live M&A and capital markets transactions, building financial models, valuations, and pitchbooks under real deal timelines. This exposure gives me a clear understanding of how banks assess technical ability, commercial judgment, and execution mindset, not just whether someone can answer technical questions. I’ve coached international candidates across undergraduate, master’s, and lateral-hire tracks targeting bulge bracket, elite boutique, and strong middle-market banks. My coaching focuses on structured technical mastery, practical financial modeling intuition, and crisp deal storytelling, combined with direct, honest feedback. No shortcuts, no memorized answers, just clear fundamentals, repetition where it matters, and interview readiness aligned with real IB expectations. If you’re serious about breaking into investment banking and want practical guidance from someone who’s been there, I’d be happy to help. Let's connect and strategize your path to success in investment banking!

Welcome to my profile! With a robust background in finance and investment banking, I have completed 8 internships across venture capital, private equity, real estate, consulting, and investment banking, including roles at Citigroup and Harris Williams. As a strategic finance professional and former investment banking summer analyst, I bring firsthand industry insights to my coaching. I have successfully guided ~25 individuals in navigating the competitive landscape of investment banking, helping them secure positions at top firms. Whether you're looking to refine your resume, master technical interviews, or develop a personalized career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

Welcome to my profile! I’m currently a Private Equity Associate at Abry Partners, a Boston-based firm managing over $18B in assets. I began my career in Investment Banking at Solomon Partners and graduated from the University of Michigan’s Ross School of Business. At Solomon, I was actively involved in recruiting — interviewing and screening 50+ candidates — and developed a strong sense of what top firms are really looking for. I’ve since gone through the on-cycle private equity process myself and know how tough and opaque it can feel, especially without the right guidance. I’m here to help demystify the process — whether you’re prepping for IB/PE interviews, refining your story, or just trying to break in. Let’s connect.

🚫 I may not be the right coach for you — yes, you read that right! If you're looking for a magical solution to break into Investment Banking, this isn’t it. ❌ If you’re still reading… I still may not be the right coach for you. If you already come from a strong finance background, chances are you know more than I do! 🧠📊 Still here? 👀 That’s probably because you’re trying to pivot into Investment Banking. 🔄💰 And this is where I know I can add tremendous value. 👩🏽‍💻 A little about me: I'm an Indian female engineer turned management consultant. Most recruiters would probably categorize my profile as a classic non-traditional candidate. I’m currently pursuing my MBA at Wharton, UPenn, and successfully landed two summer internship offers from top Investment Banks in New York. 🗽💼 📞 Types of Coaching Calls I Recommend 1. "Help me get started" 🚦 We’ll do a full profile analysis, understand your specific circumstances, and chart a personalized roadmap with clear next steps. 🛣️🗂️ 2. "Help my Resume" 📄🔍 A detailed session covering structure, formatting, section-by-section strategy, and a line-by-line review. (Remember — attention to detail is everything in banking! 🧾✅) 3. "Help me strategize" 🧠⚔️ Still debating BBs vs EBs? Product vs Industry groups? Let’s find where you fit best and build a strategy to maximize your chances. 🎯 4. "Help me master networking" ☕🤝 Includes a short mock coffee chat + tailored advice to help you be more effective (and memorable!). As an international student with zero finance experience, I had to learn the hard way. Let me help you skip that learning curve. 🚀 5. "Help me plan my technical prep" 📘⏳ Let’s build a customized technical prep strategy — the best resources, timelines, and milestones — that works with your schedule, not against it. 🗓️🔧 6. "Help me prep for industry and deal discussions" 💬📈 From deal templates and elevator pitches to industry insights — we’ll prep you to stand out in coffee chats and handle even the dreaded nth-level follow-ups like a pro. 🧩💼 7. "Help me get that interview invite" ✉️🔓 You're in the crucial weeks before first-round interviews. Let's talk low-touch vs high-touch strategies and how to stay tactically on radar. 🎯📬 8. "Help me prep for interviews" 🎤📚 Wait — hurray! You’re over the first hurdle. Just by getting that interview invite, your chances of landing the job have gone up tenfold! 🎉 Now it’s time to make it count. We’ll kick off with a short mock (technical + behavioral), assess where you stand, and create a personalized prep plan to help you crush both technicals and behaviorals with ~2-3 weeks of structured prep. 🔥🧠✅ 9. "Let’s do a full mock (coffee chat/interview)" 🕵️‍♀️🎬 A full simulation of what’s next — whether it’s a coffee chat, first round, or Superday — followed by detailed feedback so you can refine and level up. 🧗‍♂️✨ 🛠️ Need something tailored or want to mix & match? Shoot me a message and we’ll plan a session that fits your timeline and goals perfectly. 📝📞

Having personally gone through multiple recruiting cycles and later transitioned to Private Equity at a top megafund, I understand what banks look for at every stage from resume screening to final-round interviews. I’ve also been on the other side of the table, helping recruit and prepare candidates for banking roles. I know the nuances of each firm’s interview style, the most common technical pitfalls, and what differentiates top-performing analysts from the rest. Whether you’re preparing for technical interviews, refining your story, or navigating the recruiting process, I’ll help you approach recruiting with clarity, confidence, and a competitive edge.

Welcome to my profile! With extensive experience in the investment banking and private equity sectors, I am well-equipped to guide you through the competitive landscape of breaking into investment banking. As a Principal in the Technology group at CD&R and a former Investment Banking Analyst at UBS in their TMT group, I have been directly involved in high-profile transactions, including multi-billion dollar acquisitions and IPOs. My background in finance from Vanderbilt's Owen Graduate School of Management and the University of Kentucky, combined with my leadership and teamwork skills honed as a varsity football player, uniquely position me to offer comprehensive coaching. Whether you need help with interview preparation, resume refinement, or understanding the nuances of the finance industry, I'm here to help you succeed. Let's connect and strategize your path to success in investment banking!

I'm excited to share that I'll be joining Goldman Sachs' TMT division as a summer associate! Coming from a non-finance background, I successfully broke into investment banking. Through helping my fellow Wharton students secure IB internships, I discovered my passion for coaching. I'd love to mentor others from non-traditional backgrounds looking to make this transition! Currently, I'm also working as an associate at Bling Capital and can guide you through landing your dream role in IB or VC.