Investment Banking Coaches, Events, and Resources

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.

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!

As a former tech investment banking analyst at Credit Suisse/UBS in San Francisco, I successfully navigated one of the most competitive recruiting processes and worked on high-impact M&A and capital markets transactions in the heart of Silicon Valley. I graduated from USC, where I studied Business Administration with a concentration in Finance and minored in Computer Programming and Data Analytics—giving me a strong foundation in both business strategy and technical problem-solving. I know exactly what top firms look for—having not only gone through the rigorous process myself, but also served on the internal recruitment team, where I reviewed resumes, led interviews, and helped shape incoming analyst classes. Whether you're refining your story, mastering technicals, or trying to stand out from a non-target background, I’ve been on both sides of the table and know how to guide you through each step with clarity and confidence. Happy to support any groups for IB recruiting, but I specialize in TMT sector focus!

Welcome to my profile! With extensive experience in investment banking, currently serving as an Associate Director at UBS, I bring a wealth of knowledge to my coaching practice. My journey includes roles at top firms like Piper Sandler and Grant Thornton, where I honed my skills in financial modeling, valuations, and strategic consulting. I have successfully coached 18 individuals, helping them navigate the competitive landscape of investment banking and secure positions at leading firms. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

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!

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

Welcome to my profile! With an MBA from Harvard Business School and a BA in Financial Economics from Columbia University, I bring a wealth of knowledge and experience to help you break into investment banking. I have worked and recruited at Morgan Stanley and later Sycamore Partners, top IB and PE firms, with a specialization in Consumer & Retail. I will help you in any part of the process: from technical interview prep, to networking strategy, to inside perspectives on how recruiting actually works.

Welcome to my profile! As an incoming Investment Banking Summer Analyst at J.P. Morgan & Co., I bring firsthand experience from navigating the competitive recruitment processes at top firms like Moelis, PJT Partners, and Barclays. My academic background in Finance and Data Science from NYU Stern, coupled with my roles in private equity and finance internships, equips me with a comprehensive understanding of the industry. I've successfully coached 5 individuals, helping them secure positions in investment banking by refining their resumes, honing their interview skills, and developing their networking strategies. I am happy to support with any product groups (M&A, DCM, ECM) and certain coverage groups as well (TMT, FIG, Industrials, Energy). If you're looking to break into investment banking, let's connect and craft a personalized plan to achieve your career goals!

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!