Investment Banking Coaches, Events, and Resources

As a former Summer Analyst and full-time Analyst at Qatalyst Partners, the premier investment banking firm in Technology, I bring firsthand expertise to coaching aspiring IB professionals. Without a finance degree or family connections in the industry, I self-taught finance and mastered the investment banking interview process, securing offers from Qatalyst, Goldman Sachs TMT IBD, and Blackstone M&A, alongside final-round interviews at Morgan Stanley, JP Morgan, and Lazard TMT IBD. My journey from outsider to success at top firms equips me to guide candidates with practical strategies, personalized preparation, and insider insights to break into investment banking.

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

Welcome to my profile! With a robust background in both investment banking and product management, I am well-equipped to guide you through the competitive landscape of investment banking recruitment. I bring firsthand experience from the industry to my coaching. My journey includes leadership roles at Shopify and lululemon, as well as founding an e-commerce business, which have honed my strategic and analytical skills. I have successfully coached over 50 individuals, helping them navigate the intricacies of the investment banking application process. Whether you need assistance with resume crafting, interview preparation, or networking strategies, I'm here to help you achieve your career goals. Let's connect and chart your path to success in investment banking!

I am a current upperclassman at Cornell University and an Incoming Investment Banking Summer Analyst at Evercore (M&A, NYC). I am happy to provide services across the entirety of investment banking recruiting, from resume review, mock interviews, technical and behavioral preparation, and more! As the VP of Education for my school's Investment Banking Club, I have significant experience helping students build their foundational & advanced corporate finance skills, prepare for behavioral interviews and networking, and ultimately land the offer. I am well-acquainted with nearly all Bulge Bracket and Elite Boutique processes and have interviewed with many of them. I also have interview experience with Restructuring (RX) and Private Equity as well.

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

Worked in J.P. Morgan's Healthcare Investment Banking Group from 2020-2022.

I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.

Welcome to my profile! As an aspiring finance professional 4.0 GPA at Northeastern University, I have a strong foundation in Finance and Economics. My experience includes roles such as an Investment Banking Summer Analyst at PJT Partners, Equity Research Intern at UBS, and an Investment Banking Intern at GP Bullhound, as well as leadership positions in TAMID at Northeastern. Whether you're looking to refine your resume, ace interviews, or understand the nuances of the industry, I'm here to help you achieve your career goals. Let's connect and strategize your path to success!

I successfully broke into investment banking from a non-finance background while at Wharton, landing first-round interviews across top bulge bracket and elite boutique firms—both in coverage and product groups. I ultimately accepted an offer from J.P. Morgan’s M&A team, my top choice, and received a return offer after a strong summer internship. Having gone through the process myself, I understand how overwhelming MBA recruiting can be—especially for career switchers. I can help you clarify your story, prepare for behavioral and technical interviews, and navigate firm preferences and group selection. Beyond the recruiting process, I also coach on how to succeed during the internship itself and evaluate whether banking is the right path based on your long-term goals. Whether you’re just exploring the idea or are deep in prep, I’m here to help you make confident, well-informed decisions.

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.