Investment Banking Coaches

Navigating the investment banking recruiting process is nuanced, involved and highly person. Over the last 8 years, I've leveraged my own experience as a Lazard summer and full-time analyst to help coach 200+ students through this process, including crafting their story, preparing for technical interviews and even figuring out the right home for them (city selection, size of investment bank and group placement). My approach is refined, warm and unique for each person. I take the time to understand your background, aspirations and goals. I'm excited to work with you!

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.

Break into investment banking with a coach who has done it from a non-traditional background. I worked in IB at J.P. Morgan and later returned to startup banking, advising hundreds of founders on the financial structures, relationships, and positioning that matter most in high-growth environments. I help career changers translate their experience into IB language, navigate the recruiting process, and prepare for technical and behavioral interviews.

Welcome to my profile! With a strong foundation in Accounting and Finance from NYU Stern, where I graduated summa cum laude, I have honed my expertise in the investment banking sector through roles at Evercore and Credit Suisse. As a former Investment Banking Analyst at Evercore, I bring firsthand experience from one of the top firms in the industry. Today, I am a senior analyst at a credit fund. Over the years, I've successfully coached many students and can provide references upon request, helping them navigate the competitive landscape of investment banking recruitment. A few recent hires include Evercore RX, Greenhill, and Centerview (can provide references). Whether you're looking to perfect your resume, ace your interviews, or strategize your career path, I'm here to guide you every step of the way. Let's connect and chart your course to success in investment banking, hedge funds or private equity.

After completing a summer internship and one year as an investment banking analyst in the Financial Institutions Group at J.P. Morgan in New York City, I spent a summer working as a teaching assistant with Training The Street, where I helped hundreds of summer analysts and full-time analysts prepare for their roles. I can help with interview prep (both technical and behavioral) as well as with networking and application strategy for those interested in summer and full-time analyst positions at bulge bracket banks, especially applicants from non-target and underrepresented backgrounds.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive world of investment banking. I started my career as an Investment Banking Analyst at Barclays, focusing on the Healthcare Group, and later transitioned to a Private Equity Associate role at W.L. Ross. Currently, I am a Growth Equity Investor at Morgan Stanley, specializing in Series A+ investments in Technology, Consumer, and Healthcare sectors. My journey also includes founding a VC-backed fintech platform, giving me a unique perspective on the industry. Whether you're looking to refine your resume, master technical interviews, or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and chart your path to success in investment banking!

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Goldman Sachs and Credit Suisse, I bring a wealth of knowledge to my coaching practice. My focus has been on TMT coverage, particularly in software and data analytics, which equips me with the insights needed to guide aspiring investment bankers. As a VP of Corporate Development at Instructure, I continue to leverage my expertise in strategic growth and partnerships. I have successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field, let's connect and craft a strategy tailored to your success!

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!

I coach aspiring investment bankers with firsthand experience landing highly competitive roles at top bulge-bracket firms in New York. I secured investment banking positions at Citigroup (Healthcare) and Morgan Stanley (Media & Telecom) — both with return offers — giving me a deep understanding of what it takes to break into the industry at the highest level. Having gone through the recruiting process myself, I know exactly how firms evaluate candidates, what distinguishes a top performer, and how to prepare effectively for each stage of the process. In addition to my own banking experience, I understand the full finance career arc, including how candidates can position themselves early for a strong private equity exit. I bring a structured, human-centric approach to coaching, helping candidates master technical skills, refine their narrative, and navigate recruiting with clarity and confidence. Whether you're aiming for your first internship, a full-time offer, or a strategic exit into PE, I’ll help you prepare with the precision and insight the industry demands.

I am a Harvard MBA with Honors and was accepted out of UChicago as a 2+2 admit to HBS. I worked at Morgan Stanley out of college in the analyst program and became a Partner (Managing Director) for many years. I have coached investment banking for over a decade, and while I am new to Leland, I have coached over 1,000 candidates (I call them "coachees") into virtually all of the major investment banks, private equity, and venture capital firms. I coach internships and full time recruiting for undergraduates (from both target and non-target schools!), MBA recruiting, and also lateral candidates - transitioning from investment banking to private equity, for example, and on-cycle recruiting. My focus is on marketing collateral (resume, cover letter, and LinkedIn review), conducting outreach (using handshake and LinkedIn to reach recruiters), coaching behaviorals and technicals, and mock interviewing. The vast majority of my coachees receive offers!