Investment Banking Coaches, Events, and Resources

With a robust background in finance and investment banking, I bring over two decades of experience to my coaching practice. As a former Director at Merrill Lynch, I led numerous IPOs and raised over $1B for Asian companies, working closely with top institutional funds such as Fidelity and Vanguard. In addition to my transactional experience, I was involved in interviewing and evaluating candidates as part of the hiring process, giving me firsthand insight into how banks assess talent. My expertise extends to coaching startup founders and C-suite executives, empowering them to unlock their full potential and thrive in dynamic environments. Whether you’re aiming to break into investment banking or advance your career, I help clients navigate complexity with clarity and confidence. Let’s connect and chart your path to success

What sets me apart from other stellar coaches on this platform is that I didn't get into IB via a traditional route. I started my career in accounting and through a combination of networking, story crafting, technical prep, and grit found my way into a middle market investment bank. If you want to lateral to IB (or get in generally) I can help you. I had a number of significant roadblocks including poor health in my undergrad, a mediocre GPA and limited connections in IB. After figuring out which levers I needed to pull and which doors I needed to bang on, I now am almost a year into my job at Piper Sandler with a mega fund PE offer as well. Making this jump has unlocked an entire new level to my career and I am passionate about helping others in similar situations. If you can get the story right, it can take you anywhere.

Welcome to my profile! With extensive experience in investment banking and private equity, I am here to help you navigate the competitive landscape of investment banking careers. I worked at Goldman Sachs for 2 summers and 5 years (Summer Analyst-Associate), in multiple private equity roles (Vista Equity Partners, Audax Private Equity) and have extensive experience with interview preparation, on-the-desk readiness, general career navigation, technical skill refinement, and more. Currently, I am pursuing my MBA at Columbia Business School as a Robert F. Smith Scholar, further deepening my expertise in alternative investments and entrepreneurship. Over the last decade, I have coached 75+ students/early stage professionals across a variety of formal and informal capacities. Whether you need help with interview preparation, resume refinement, or networking strategies, I'm here to support your journey. I genuinely love this stuff and remember how difficult my journey was trying to "figure it out" - Let's book time to chat about how I can be helpful!

Welcome to my profile! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

I won Rothschild & Co's Healthcare Advisory Challenge at Oxford, beating 50+ MSc and MBA candidates, then interned and converted to a full-time analyst. I executed M&A and PE transactions across Rothschild and Gilde Healthcare. €20bn+ in executed deal value across my career. Clients have landed offers at J.P. Morgan, Greenhill, and boutique banks. Most candidates don't fail on technicals. They fail on story. If your CV looks sharp but your narrative feels flat, that's what we build together. Coaching for the 2026-2027 recruiting cycle. Applications and interviews are happening now.

I have navigated the investment banking recruitment process successfully from multiple vantage points — as a candidate, an insider, and a coach. I previously worked as an Associate at Morgan Stanley and was the first-ever Graduate Analyst in Asia Pacific selected for the firm’s prestigious three-year rotational program, which had an offer rate of less than 0.1%. During this time, I gained hands-on experience across Investment Banking Advisory, Equities Sales & Trading, Global Financial Crimes Prevention, Operational Risk, and Compliance, giving me a holistic understanding of how top banks evaluate talent. In parallel, I was admitted to multiple M7 and T15 MBA programs — including Stanford GSB, Chicago Booth, Columbia Business School, and Cornell Johnson — with over USD 200K in merit-based scholarships, and was selected as a Schwarzman Scholar from a global applicant pool of 5,000+ (~3% acceptance rate). This allows me to advise candidates who are pursuing both direct analyst/associate recruiting and MBA-to-banking pathways. I have since reviewed hundreds of investment banking resumes and coached dozens of traditional and non-traditional candidates to secure roles at top global banks. My coaching is grounded in first-hand industry experience, a clear understanding of hiring signals, and a structured framework that helps candidates position themselves competitively. I work with clients to develop a targeted recruitment strategy — from resume and technical preparation to networking and interview execution — to maximize their chances of breaking into top investment banking roles.

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.

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.

Hi, welcome to my profile! With extensive experience in M&A and capital raising, including roles as a Senior Analyst at Citi and a Junior Analyst at Olsen Palmer, I bring a wealth of knowledge to help you break into this competitive field. I've been part of the summer analyst selection committee at Citi and contributed to Placement Day panels, giving me a keen insight into what top firms are looking for in candidates. As a co-founder and COO of CurraPay, I also understand the entrepreneurial side of finance and how to apply the skills you learn/learned in IB to your own future ventures. I've successfully coached several individuals to secure positions in investment banking, and I'm excited to help you achieve your career goals. Let's connect and work together to craft a holistic and winning strategy to make your application stand out! Onwards!

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.