Investment Banking Coaches, Events, and Resources

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.

As an Investment Banking Analyst at J.P. Morgan in the Mergers & Acquisitions group, I bring firsthand experience from one of the most competitive fields in finance. I graduated summa cum laude from USC Marshall School of Business, where I also served as a Peer Career Advisor, guiding over 250 students in securing top internships and full-time offers. With offers from multiple top-tier bulge bracket and elite boutique banks, I have a comprehensive understanding of what it takes to break into investment banking. Whether you're preparing for technical interviews or honing your networking strategy, I'm here to help you stand out with confidence and clarity. Let's work together to achieve your career goals in investment banking!

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!

After I graduated from Berkeley Haas, I spent two years as an investment banking analyst at Morgan Stanley before becoming a Private Equity Associate at The Carlyle Group. In my free time, I am a mentor for Women In Network, a non-profit organization founded to promote and encourage females in the professional world by fostering mentorships, expanding networks, and building communities. I have helped high school and college students with thinking through their future career by helping them with interview prep, talking through their interests / what they're looking for in a job, understanding the technical portions of a model / questions that would come up in an interview, and providing step-by-step guides to recruiting. I also taught 2 Berkeley Haas classes when I was a senior in college. I prepared materials for my classes, which were "Introduction to Investment Banking" and "Introduction to Buyside Financial Modelling".

Hello and welcome to my profile! With a robust background in both technology and finance, I bring a unique perspective to investment banking coaching. I began my career as a Technology Investment Banking Analyst at Morgan Stanley, where I played a key role in high-profile transactions, including Xilinx's $49Bn sale to AMD. My experience extends to working on mergers, acquisitions, and share buybacks, providing me with a comprehensive understanding of the industry. Currently, I am a Senior Software Engineer at Notion, which allows me to blend technical expertise with financial acumen. I'm passionate about helping aspiring investment bankers navigate the competitive landscape and achieve their career goals. Let's connect and strategize your path to success in investment banking!

Fiona Taft is an exceptional coach for investment banking careers, with deep expertise developed through her leadership of career services at UC Berkeley’s elite Master of Financial Engineering (MFE) Program—one of the top pipelines for investment banking, sales and trading, and quantitative finance roles. She has successfully coached students into front-office positions at leading global banks by providing targeted guidance on technical and behavioral interview preparation, networking strategies, and offer negotiation. Fiona has also cultivated strong relationships with top-tier investment banks and led career treks to financial hubs like New York and Chicago, resulting in increased placement rates and stronger employer engagement. Her deep understanding of the finance landscape, coupled with her data-driven approach and individualized coaching style, uniquely equips her to help candidates break into and thrive in competitive investment banking roles.

With 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

Welcome to my profile! I have helped clients get into Goldman Sachs, Morgan Stanley, JP Morgan, and almost every top 20 investment bank. With over 15 years of experience in investment banking at top firms like Merrill Lynch and Credit Suisse, I bring a wealth of industry knowledge to my coaching practice. As the founder of Mike Mittleman Career Coaching, I've guided over 650 professionals from Goldman Sachs, Morgan Stanley, JP Morgan, etc., and beyond, helping them secure promotions, transition into roles that better fit their skills, and achieve significant compensation increases. My approach is comprehensive, offering 2,000+ hours of interview and strategy coaching, along with crafting 400+ bespoke resumes and optimizing 450+ LinkedIn profiles. Let's work together to navigate your career path and achieve your professional goals. Feel free to reach out to me at [email protected] or call 917.952.3361 to get started!

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 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.