Investment Banking Coaches, Events, and Resources

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations

Welcome to my profile! I'm Milton Parra, a Vice President at Author Capital Partners, a Chicago-based lower middle market private equity firm. With a background in investment banking and private equity, I have extensive experience advising and investing across the capital structure. I have worked on a range of corporate transactions and sectors, honing my expertise in M&A and restructuring. I am passionate about helping aspiring students and young professionals navigate the competitive landscape and achieve their career goals, whether in private equity or investment banking. Whether you need guidance on networking, interview preparation, or breaking into the industry, I'm here to provide personalized coaching and support. Let's connect and discuss how I can help you succeed.

I recruited into investment banking out of college and experienced many of the same struggles and roadblocks that I know you are. Because of my lower GPA, I doubled down on my networking and technical / behavioral interview prep, and I eventually received multiple bulge-bracket and boutique offers. I can help you learn the technicals, prepare you for a modeling test, help you with your resume, or help you think through your overall recruiting strategy. I can show you what helped me learn all of those skills, and I can also give you insights on what we looked for in candidates and discussed after interviews that can help you stand out. Let's connect and strategize your path to success in investment banking!

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who secured 2 bulge bracket internship offers, attended multiple super days with both bulge bracket and elite boutique firms, and received full-time investment banking offers, I understand the ins and outs of this intensive process. Beyond my personal achievements, I served as the Head of the Investment Banking Group in UNC's Finance Society, where I reviewed resumes and coached dozens of students on how to break into banking. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

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".

Successfully navigated Investment Banking Summer Analyst position and received a full time return offer. Held coffee chats with 100+ industry professionals. Taught investment banking technical and behavioral questions to Sophomores at Northeastern University.

I’ve sat on every side of the deal: M&A Lawyer, Investment Banker, Private Equity Operator - and I’ll help you stand out and win offers fast. Before Wharton, I spent four years as an M&A attorney at Kirkland & Ellis and Paul, Weiss, advising private-equity sponsors on acquisitions, carve-outs, and complex financings. I then transitioned to the investing side, working in investment banking at Guggenheim Securities (Healthcare Services) and now in private equity at GenNx360 Capital Partners, where I partner directly with management teams to drive value creation. Across these roles I’ve interviewed, mentored, and successfully guided 10+ candidates through competitive investment banking recruiting, from networking strategy and technical prep to final-round interview coaching. I combine real transaction experience with a step-by-step approach so clients gain both the skills and the confidence to land offers at leading banks.

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!

Welcome to my profile! With extensive experience at J.P. Morgan as an Investment Banking Analyst and Sales and Trading Analyst, I bring firsthand knowledge of the competitive finance industry. My journey began with internships at UBS and Bank of America, where I honed my skills in private wealth and entertainment banking. As an MBA candidate at MIT Sloan, I am well-equipped to guide aspiring investment bankers through the rigorous application and interview process. Whether you're looking to refine your resume, master technical interviews, or navigate the nuances of networking, I'm here to help you succeed. Let's connect and chart your path to a successful career in investment banking!