Investment Banking Coaches, Events, and Resources

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 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 successfully navigated the investment banking recruiting process in Fall 2025 and coach from real, recent experience with what works in today’s market. I focus on building strong technical skills from solid sources and preparing candidates to handle real interview pressure, not just technical drills in isolation. I work closely with career switchers to build a targeted recruiting strategy around which banks and groups make sense for their background, so effort is focused where outcomes are most likely. I have led technical workshops, run mock interviews, and coached candidates across accounting, valuation, recruiting strategy, resume refinement, and networking execution. The goal is simple: prepare efficiently, avoid outdated advice, and show up to interviews confident in both your skills and your strategy.

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.

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.

With a J.D. from Harvard Law School and a Bachelor's degree in Economics from UC Berkeley, I bring a unique blend of legal and financial expertise to my coaching. My professional journey includes roles as an Investment Banking Associate at Lazard, a Summer Associate at Skadden, and an Investment Banking Analyst at Barclays. I have firsthand experience navigating the competitive landscape of investment banking and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way.

🚫 I may not be the right coach for you — yes, you read that right! If you're looking for a magical solution to break into Investment Banking, this isn’t it. ❌ If you’re still reading… I still may not be the right coach for you. If you already come from a strong finance background, chances are you know more than I do! 🧠📊 Still here? 👀 That’s probably because you’re trying to pivot into Investment Banking. 🔄💰 And this is where I know I can add tremendous value. 👩🏽‍💻 A little about me: I'm an Indian female engineer turned management consultant. Most recruiters would probably categorize my profile as a classic non-traditional candidate. I’m currently pursuing my MBA at Wharton, UPenn, and successfully landed two summer internship offers from top Investment Banks in New York. 🗽💼 📞 Types of Coaching Calls I Recommend 1. "Help me get started" 🚦 We’ll do a full profile analysis, understand your specific circumstances, and chart a personalized roadmap with clear next steps. 🛣️🗂️ 2. "Help my Resume" 📄🔍 A detailed session covering structure, formatting, section-by-section strategy, and a line-by-line review. (Remember — attention to detail is everything in banking! 🧾✅) 3. "Help me strategize" 🧠⚔️ Still debating BBs vs EBs? Product vs Industry groups? Let’s find where you fit best and build a strategy to maximize your chances. 🎯 4. "Help me master networking" ☕🤝 Includes a short mock coffee chat + tailored advice to help you be more effective (and memorable!). As an international student with zero finance experience, I had to learn the hard way. Let me help you skip that learning curve. 🚀 5. "Help me plan my technical prep" 📘⏳ Let’s build a customized technical prep strategy — the best resources, timelines, and milestones — that works with your schedule, not against it. 🗓️🔧 6. "Help me prep for industry and deal discussions" 💬📈 From deal templates and elevator pitches to industry insights — we’ll prep you to stand out in coffee chats and handle even the dreaded nth-level follow-ups like a pro. 🧩💼 7. "Help me get that interview invite" ✉️🔓 You're in the crucial weeks before first-round interviews. Let's talk low-touch vs high-touch strategies and how to stay tactically on radar. 🎯📬 8. "Help me prep for interviews" 🎤📚 Wait — hurray! You’re over the first hurdle. Just by getting that interview invite, your chances of landing the job have gone up tenfold! 🎉 Now it’s time to make it count. We’ll kick off with a short mock (technical + behavioral), assess where you stand, and create a personalized prep plan to help you crush both technicals and behaviorals with ~2-3 weeks of structured prep. 🔥🧠✅ 9. "Let’s do a full mock (coffee chat/interview)" 🕵️‍♀️🎬 A full simulation of what’s next — whether it’s a coffee chat, first round, or Superday — followed by detailed feedback so you can refine and level up. 🧗‍♂️✨ 🛠️ Need something tailored or want to mix & match? Shoot me a message and we’ll plan a session that fits your timeline and goals perfectly. 📝📞

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!

I am a current Harvard Business School student with experience in large-cap private equity investing, middle-market private equity investing, and sell-side M&A investment banking. I received multiple investment banking jobs offers coming from a non-target school, received an accelerated promotion offer, and was a top-reviewed analyst in my banking program. Together, we can navigate investment banking networking, resume crafting, interview prep (technicals, behavrioral, and modeling), offer negotiation, and more. From there, we can also navigate banking internships and analyst programs to support you on a promotion or exit opportunity path. I bring a warm, practical approach to coaching and look forward to meeting you!

10 years in investment banking, private equity, corporate & strategic finance. I also teach Master's and Undergraduate students occasionally on all things corporate finance.