Investment Banking Coaches

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!

I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

Successfully landed summer analyst position with Jefferies in the TMT (Technology) Investment Banking Group based out of San Francisco, returned the next year full-time, and led the summer analyst recruiting process for our entire office. I know the ins and outs of how these interview processes run from both the applicants perspective as well as how decisions are made on the hiring side of the table. When I was in recruiting, having a defined structure of what I needed to do and where I needed to spend time was paramount to progressing and building confidence. Whether you have a non-target background or not, I am confident I can help guide you closer to your goals. This training program is structured into three main sections: Resume / LinkedIn Profile: 1. Resume workshop + resume template 2. LinkedIn profile review 3. Mock interview focused on resume experiences Networking: 1. Game plan personalized networking approach 2. Mock intro calls and coffee chats 3. Templates for email/LinkedIn intros and cover letters Interview Prep: 1. Behavioral training ("your story", "why IB", "why tech", etc.) 2. Technical training on the most common questions + unique questions I received in my interviews 3. Mock interviews tailored to work on topics you are struggling with the most

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.

Healthcare & Technology Investment Banker with experience working across London and NYC. Experienced career changer coming from a law background to investment banking. I have also explored a career in startups/ technology investing- I can help you land your dream role in investment banking and also discuss other career paths!

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!