Investment Banking Coaches, Events, and Resources

Welcome to my profile! With extensive experience in investment banking, currently serving as an Associate Director at UBS, I bring a wealth of knowledge to my coaching practice. My journey includes roles at top firms like Piper Sandler and Grant Thornton, where I honed my skills in financial modeling, valuations, and strategic consulting. I have successfully coached 18 individuals, helping them navigate the competitive landscape of investment banking and secure positions at leading firms. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

I am a focused and transformative career coach who has helped hundreds of MBA students achieve their goals to work in investment banking. Building on my strong interpersonal skills, I am able to help hone clients' stories to answer "why investment banking?, why this bank?, why this group?" Having advised those focused on bulge bracket banks as well as boutiques, I have a deep understanding of the different roles in investment banking and have educated many about the best way to demonstrate their value as bankers.

Successfully navigated Investment Banking Summer Analyst position and received a full time return offer. Held coffee chats with 100+ industry professionals. Taught investment banking technical and behavioral questions to Sophomores at Northeastern University.

Fiona Taft is an exceptional coach for investment banking careers, with deep expertise developed through her leadership of career services at UC Berkeley’s elite Master of Financial Engineering (MFE) Program—one of the top pipelines for investment banking, sales and trading, and quantitative finance roles. She has successfully coached students into front-office positions at leading global banks by providing targeted guidance on technical and behavioral interview preparation, networking strategies, and offer negotiation. Fiona has also cultivated strong relationships with top-tier investment banks and led career treks to financial hubs like New York and Chicago, resulting in increased placement rates and stronger employer engagement. Her deep understanding of the finance landscape, coupled with her data-driven approach and individualized coaching style, uniquely equips her to help candidates break into and thrive in competitive investment banking roles.

Welcome to my profile! With extensive experience at J.P. Morgan as an Investment Banking Analyst and Sales and Trading Analyst, I bring firsthand knowledge of the competitive finance industry. My journey began with internships at UBS and Bank of America, where I honed my skills in private wealth and entertainment banking. As an MBA candidate at MIT Sloan, I am well-equipped to guide aspiring investment bankers through the rigorous application and interview process. Whether you're looking to refine your resume, master technical interviews, or navigate the nuances of networking, I'm here to help you succeed. Let's connect and chart your path to a successful career in investment banking!

Over the last 15 years, I've helped hundreds of students from non-target schools land jobs at Goldman Sachs, JP Morgan, Bank of America Merrill Lynch, Evercore, Moelis, Citi, Barclays, UBS, Jefferies, Lazard, Guggenheim, Catalyst, Wells Fargo, and many, many more.

Hello and welcome to my profile! With a robust background in both technology and finance, I bring a unique perspective to investment banking coaching. I began my career as a Technology Investment Banking Analyst at Morgan Stanley, where I played a key role in high-profile transactions, including Xilinx's $49Bn sale to AMD. My experience extends to working on mergers, acquisitions, and share buybacks, providing me with a comprehensive understanding of the industry. Currently, I am a Senior Software Engineer at Notion, which allows me to blend technical expertise with financial acumen. I'm passionate about helping aspiring investment bankers navigate the competitive landscape and achieve their career goals. Let's connect and strategize your path to success in investment banking!

I’m an investment banker with ~8 years of experience advising companies and sponsors on complex M&A, capital raises, and restructuring transactions across media, sports, consumer, and technology. I’ve worked at Citi, Three Ocean Partners, and currently LionTree, where I advise founders, executives, and investors on high-stakes transactions with real strategic and financial complexity. I also hold an MBA from Columbia Business School. I work with candidates not only on breaking into investment banking, but also on succeeding once they’re on the job. I help clients prepare for interviews, develop strong technical and deal discussion skills, and build confidence in financial modeling, valuation, and transaction structuring. For those already in seat, I also provide hands-on support with modeling, diligence, and thinking through how deals actually progress — from initial materials and outreach through execution and closing. My goal is to help clients think clearly, communicate crisply, and operate at a high level in real banking situations.

I have successfully guided several dozens of students to land offers at top-tier firms like GS, Evercore, and BlackRock by ignoring the typical recruiting scripts. My coaching is built around 3 very specific, slightly controversial tips that no one else will give you, because I prefer to be completely direct about how the hiring game is actually played. Instead of safe, generic advice, I will teach you the unconventional strategies that actually work to pass the senior 'airport test.' If you are ready for the unvarnished truth on how to break in, my approach will give you the decisive competitive edge you need.

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.