Investment Banking Coaches, Events, and Resources

I started my career at Moelis & Company in Los Angeles as an investment banking analyst in 2020 during which time I closed 4 transactions across buy and sell-sides and helped support the recruiting process for new analysts in the office. During my time at Moelis & Company, I was selected for an early and accelerated promotion to associate (offered to less than 5% of analysts) and was a top analyst at the firm. I have extensive experience navigating the investment banking recruiting process across both bulge brackets and elite boutique firms, and personally interviewed both for traditional M&A and restructuring roles. I am happy to help folks think through prep, networking strategy, and how to leverage offers across firms to maximize your recruiting outcomes.

I have worked at Goldman Sachs (TMT IB), Stifel (TMT IB), and J.P. Morgan (Corporate Banking). I can help you prepare for summer analyst recruiting, full-time recruiting (which is super unstructured), or lateral recruiting -- I've done all 3. I have also helped 75 individuals prepare for technical, behavioral, networking meetings, resume prep, and everything in between.

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.

The candidates who don't get offers typically aren't underprepared — they're overprepared on the wrong things. The pattern I see over and over: candidates who memorized 500 technicals but have a generic "Why Banking." Who can nail the DCF walkthrough but can't actually talk about a deal or a trend with any conviction. Technical accuracy doesn't create separation. Delivery does. I've guided hundreds of candidates to offers at Centerview, Goldman, Qatalyst, and more — through one-on-one coaching and the prep platform I built from scratch. What separated them was understanding that getting the answer right is only 10% of the interview. ——— BEHAVIORALS The hardest part is knowing when your story isn't working. Every candidate has a "Why IB" answer. Very few are memorable. We rebuild your TMAY, your "Why's," and your scenarios from the ground up. I'll interview you, figure out what actually makes you different, and build a narrative around it. The goal: a story that is genuinely yours and impossible to mistake for anyone else's. ——— TECHNICALS Most candidates who fail actually knew the material. They just couldn't deliver it under pressure. I wrote the open-access textbook on IB technicals. I'll identify your blind spots, teach you to structure answers like a senior banker, and show you how to play defense when you're unsure. We turn a "pass" into a "top bucket." ——— MARKET This is where preparation becomes differentiation. Bankers are looking for colleagues, not students — and they can tell the difference between someone who follows markets and someone who's cramming for an interview. Most candidates treat market knowledge like a homework assignment. Bankers can tell. They're looking for the start of a real point of view. We'll carve out your sector niche so you speak with the conviction of someone who's been covering the space for years. This is the section that gets you the callback.

I’m a former investment banking Director at Bank of America Securities with ~9 years of bulge bracket experience and ~15 years total in strategic finance. I’ve advised on ~$15bn in completed transaction value across large-cap and middle-market M&A, capital raises, and strategic transactions. I started my career in large-cap Consumer & Retail and Technology, Media & Telecommunications (TMT) coverage groups before helping build Bank of America’s Middle Market Investment Banking platform as the 40th hire, where I later launched and led the Residential & Commercial Services sector coverage initiative. Beyond transaction execution, I’ve been deeply involved in recruiting and talent development. I’ve conducted 100+ interviews, participated in hiring decisions and roundtables, and mentored ~90 associates. I’ve seen firsthand what differentiates candidates who break into investment banking—and what causes strong candidates to fall short—and I focus on helping clients position their experience effectively, communicate with clarity, and approach the recruiting process with the same lens used by hiring managers and senior bankers.

If you want a coach who understands what it takes to earn an investment banking offer and what hiring teams actually look for, I bring both perspectives. I’ve built my career across investment banking and private equity, and I was actively involved in intern and analyst hiring during my time in the industry. That experience gives me a clear view into how candidates are evaluated, where most applicants fall short, and what separates a strong profile from a forgettable one. My coaching is designed to be results-oriented and practical, with a step-by-step plan that covers positioning, networking strategy, technical preparation, and interview performance. What also sets me apart is that I did not come up through the standard pipeline. I navigated a non-traditional recruiting pathway and broke into the industry starting from community college. I know how to build credibility when your background is not conventional, how to craft a story that resonates with bankers, and how to create momentum when you feel behind the curve. Clients work with me for clear direction, honest feedback, and an execution plan that is tailored to their goals and timeline. The end goal is simple: a sharper narrative, stronger interviews, and a process that consistently converts effort into offers.

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 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.

I am a current Harvard Business School student with experience in large-cap private equity investing, middle-market private equity investing, and sell-side M&A investment banking. I received multiple investment banking jobs offers coming from a non-target school, received an accelerated promotion offer, and was a top-reviewed analyst in my banking program. Together, we can navigate investment banking networking, resume crafting, interview prep (technicals, behavrioral, and modeling), offer negotiation, and more. From there, we can also navigate banking internships and analyst programs to support you on a promotion or exit opportunity path. I bring a warm, practical approach to coaching and look forward to meeting you!

I worked as an Investment Banking Analyst at a Wall Street bulge bracket bank and have successfully navigated the highly competitive investment banking recruiting process. I hold a degree from Dartmouth College and a graduate degree from the University of Chicago Booth School of Business, and have passed the SIE, Series 7, Series 79, and Series 63 examinations. I help students and young professionals break into investment banking through resume reviews, networking strategy, technical interview preparation, behavioral interview coaching, and recruiting guidance. Whether you are recruiting for internships or full-time roles, I can help you develop a structured recruiting strategy and avoid the common mistakes that cause candidates to miss opportunities.