Investment Banking Coaches, Events, and Resources

Welcome to my profile! With a robust background in investment banking and growth equity, I bring firsthand experience from top-tier firms like Morgan Stanley and WestCap to my coaching practice. As a former Investment Banking Analyst at Morgan Stanley, I have a deep understanding of the industry and the skills needed to succeed. My academic credentials include an MBA from Harvard Business School and a dual degree from the University of Pennsylvania's Wharton School and College of Arts & Sciences. Whether you're preparing for interviews or refining your resume, I'm here to provide tailored guidance to help you achieve your career goals. Let's connect and strategize your path to success in investment banking!

Welcome to my profile! With a strong foundation in finance from Imperial College London and Nova School of Business and Economics, I have built a successful career in investment banking, currently working as an Analyst in the Global Power and Energy Group at Morgan Stanley. My experience also includes participating in UBS's Graduate Talent Program and BNP Paribas's Insight Series, providing me with a comprehensive understanding of the industry. I have coached numerous individuals, helping them navigate the competitive landscape of investment banking and secure positions at top firms. Whether you need guidance on applications, interviews, or career strategy, I'm here to help you achieve your goals. Reach out to start your journey into investment banking today!

As a former Investment Banking Analyst at Morgan Stanley, PE Associate at KarpReilly, and a current MBA candidate at Harvard Business School, I offer firsthand insight into what it takes to break into bulge bracket banking. At Morgan Stanley, I was directly involved in Dartmouth College’s recruiting process, giving me a unique perspective on exactly what top firms look for in candidates. My coaching experience spans both formal and informal settings — through Dartmouth Women in Business and throughout my professional career, I’ve guided numerous students through every stage of the investment banking recruiting process. My work is particularly focused on the areas that move the needle most: resume reviews, cover letters, and interview preparation. If you’re interested in landing a role in investment banking, I can help you build a candidacy that stands out.

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.

I broke into Goldman Sachs investment banking without a finance degree. Here's how I did it. I started in biotech investor relations at one of the most active boutique IR firms in the country, advising on some of the busiest biotech IPOs during the record breaking 2020 boom year. From there I moved to Wells Fargo Securities investment banking in the REGAL group covering Real Estate, Gaming and Lodging. I worked on landmark deals including Aristocrat's $3.7B acquisition of Playtech and MGM's $3.9B sale of CityCenter, advising institutional clients like Blackstone, VICI Properties, Red Rock Resorts and Bally's. Then I lateraled to Goldman Sachs TMT and Consumer where I was exclusive buy-side advisor on Amazon's $3.9B acquisition of One Medical and Amazon's $1.7B acquisition of iRobot. I also worked on transactions for Nike, Starbucks and Nordstrom. I help two types of people. First, non-traditional candidates including non-finance majors, non-target school students and career switchers who feel like the door is closed. I got in without a finance degree and I know exactly how to position your story to get past the gatekeepers. Second, analysts at regional or middle market banks who want to lateral up to Goldman, Morgan Stanley or top boutiques. I made that exact move and I know what it takes on both sides of the table. If you think your background disqualifies you, it probably does not. Mine almost did and I found a way through anyway.

Over the last 15 years, I've helped hundreds of students from non-target schools land jobs at Goldman Sachs, JP Morgan, Bank of America Merrill Lynch, Evercore, Moelis, Citi, Barclays, UBS, Jefferies, Lazard, Guggenheim, Catalyst, Wells Fargo, and many, many more.

When I first started college, I thought I wanted to go to medical school. However, I quickly found myself drawn to student-run orgs, national competitions, and internships that put me on the path for a career in finance. With a budding interest in software and AI, I successfully framed my healthcare and biotech background to be a fit for tech sector investment banking groups, landing an investment banking internship and full-time analyst role in a top group. My experience would make me a good coach for college students trying to navigate finance recruiting and all of the steps along the way (networking, crafting a narrative, technical and behavioral prep, etc).

I secured an internship and a full-time offer at the most prestigious group at JP Morgan, all while coming from a non-target university. I continue to stay connected with my former colleagues, many of whom have become Managing Directors at Goldman Sachs, JP Morgan, Bank of America, as well as leading hedge funds, private equity, and venture capital firms.

Hi, I'm Ali, a junior at Brown University studying Applied Mathematics–Economics (Mathematical Finance track with a focus on probabilistic modeling) and will be joining Goldman Sachs for Investment Banking this summer. I’ve spent the last two years mentoring students 1-on-1 through resume refinement, technical/behavioral prep, networking strategy, and superday preparation — helping them land offers at firms like Morgan Stanley, JP Morgan, Jefferies, PWP, and Goldman Sachs. As VP of the Bruno Finance Society, I’ve helped lead campus-wide recruiting initiatives and have personally guided students through every stage of the process. My approach is extremely hands-on and personalized — I work with you across all fronts to give you the best shot at an offer, whether you're just starting out or preparing for final rounds. Every student I’ve mentored 1-on-1 so far has received at least one offer. I care deeply about outcomes and prefer to work with a small number of highly motivated clients who are ready to put in the time and effort. If you're all-in, I’ll do everything I can to get you across the finish line.

Welcome to my profile! With a robust background in finance and investment banking, I am here to help you navigate the competitive world of investment banking applications. I have firsthand experience as a Summer Investment Banking Analyst at J.P. Morgan, where I received a full-time offer, and have interned with prestigious firms like The D. E. Shaw Group and Rothschild & Co. As the President of Bocconi Students Women in Finance, I have honed my leadership and mentorship skills, which I bring to my coaching practice. Having successfully coached 20+ individuals, I specialize in guiding clients through resume building, interview preparation, and networking strategies. Let's work together to secure your dream role in investment banking!