Investment Banking Coaches, Events, and Resources

Computer science and math major at the University of Washington. Interned at JPM M&A for summer 2025 and incoming FT Analyst at Goldman Sachs TMT starting in summer 2026. Willing to support LevFin, M&A, and TMT recruiting

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

I’m a non-target success story who beat the odds and secured investment banking offers at Goldman Sachs, JP Morgan, and Bank of America. I now help other students from non-traditional backgrounds break into top-tier IB roles through sharp resume edits, story crafting, technical prep, and networking strategies that actually convert into interviews. If you're grinding from a non-target school, I’ve walked that path — and I’ll help you crack the code.

Worked in J.P. Morgan's Healthcare Investment Banking Group from 2020-2022.

Hi, this is Shawn! I graduated from the McCombs School of Business at UT Austin with my Bachelor’s degree in Canfield Business Honors & Finance and got admitted to several M7 programs including the Wharton School. Having diverse financial services experience at Goldman Sachs and JPMorgan, I am happy to help with resume reviews, technical skills and interview prep, as well as provide general advice on careers in the industry and how best to strategize the recruiting process across areas like Investment Banking, Finance & Business Management, Global Markets, and Product Strategy & Transformation. 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!

I started out as a history major with no formal finance training—and I know exactly how daunting investment banking recruiting can feel when you’re not the “typical” candidate. But with the right preparation, I built the skills, learned how to tell my story, and went into recruiting with confidence. The result: I landed offers from every bank I interviewed with, including Goldman Sachs, Morgan Stanley, J.P. Morgan, and PJT Partners. Now, as a coach, I help others do the same. I work with candidates from all backgrounds to sharpen their resumes, master technicals step by step, and practice interviews until they feel ready for anything. Having also interviewed candidates for superdays, I know exactly what firms are looking for—and how you can stand out. My goal is to help you approach recruiting with the structure, preparation, and confidence you need to succeed.

As a former Summer Analyst and full-time Analyst at Qatalyst Partners, the premier investment banking firm in Technology, I bring firsthand expertise to coaching aspiring IB professionals. Without a finance degree or family connections in the industry, I self-taught finance and mastered the investment banking interview process, securing offers from Qatalyst, Goldman Sachs TMT IBD, and Blackstone M&A, alongside final-round interviews at Morgan Stanley, JP Morgan, and Lazard TMT IBD. My journey from outsider to success at top firms equips me to guide candidates with practical strategies, personalized preparation, and insider insights to break into investment banking.

I landed an offer at a Tier I bulge bracket investment bank without an ivy league education, a family connection, or a cookie-cutter resume. I know what it takes to stand out—and I’ve helped others do the same. With firsthand experience going through the hyper-competitive recruiting process, I understand the real reasons candidates get offers: it's not just technical mastery, but how you tell your story, build relationships, and navigate each stage strategically. I’ve coached candidates from target and non-target schools to land offers at top firms like Goldman Sachs, J.P. Morgan, and Morgan Stanley. Whether you're preparing for HireVues, coffee chats, technicals, or Superdays, I’ll help you walk in with confidence, clarity, and a clear edge. This isn’t just about practice—it’s about precision. Let’s get you the offer!

With a robust background in private equity and strategic finance, I bring a wealth of experience to help you navigate the competitive landscape of investment banking and private equity careers. As a former Private Equity Associate at Ara Partners, I worked on five portfolio companies and closed two platform investments in the energy / decarbonization sector, providing me with firsthand insights into the intricacies of the industry. My journey also includes roles at EIG (an infrastructure PE fund) and J.P. Morgan, where I honed my skills in energy infrastructure and investment banking. I am well-equipped to guide you through the nuances of private equity applications and interviews, especially if you have an engineering background. I am also a graduate of Harvard Business School (MBA) and Princeton University, and closely worked with the admissions team on crafting an overall admissions strategy. I'm happy to assist with business school or college applications and strategies to maximize your admission chances.

I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.