Investment Banking Coaches

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at Morgan Stanley I was involved with recruiting, candidate evaluation, group placement, and training of interns and analysts. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Strategizing for on/off-cycle headhunter and private equity interviews - Navigating analyst performance, deal exposure, and internal mobility - Thinking about life after finance (exit options, MBA, entrepreneurship, sabbaticals) My specialties are: crafting a competitive resume and story, navigating your recruiting process, and technical interview/case study prep. Always happy to schedule an intro call first. Looking forward to working together!

I bring a wealth of experience to help you break into the competitive world of finance. I began my career as an Investment Banking Analyst at J.P. Morgan, focused largely on TMT deals. After banking, I moved to Bain Capital where I worked in tech private equity & growth investing and then Squarepoint Capital, a large hedge fund where I managed a book of software stocks and oversaw our private growth investing efforts. I have since decided to work on my own endeavor, having raised capital and launched a private investment firm focused on down-market acquisitions of B2B businesses. I've always enjoyed spending time mentoring and have recently decided to do it more formally. Looking forward to connecting on your goals & aspirations!

I recruited into investment banking out of college and experienced many of the same struggles and roadblocks that I know you are. Because of my lower GPA, I doubled down on my networking and technical / behavioral interview prep, and I eventually received multiple bulge-bracket and boutique offers. I can help you learn the technicals, prepare you for a modeling test, help you with your resume, or help you think through your overall recruiting strategy. I can show you what helped me learn all of those skills, and I can also give you insights on what we looked for in candidates and discussed after interviews that can help you stand out. Let's connect and strategize your path to success in investment banking!

Welcome to my profile! With a background in IB, I bring an extensive experience to help you break into IB. I was an Investment Banking Analyst at UBS, advising on transactions across TMT, Infrastructure and Real Estate industries. 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 strategize your path to IB!

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!

Hello and welcome to my profile! With a robust background in finance, I have navigated the competitive landscape of investment banking and private equity, having worked as a Technology Investment Banking Analyst at William Blair and currently as a Private Equity Associate at Thomas H. Lee Partners. My journey through these roles has equipped me with the insights and skills necessary to guide aspiring professionals into the world of investment banking. Whether you're preparing for interviews or seeking to refine your application strategy, I'm here to help you succeed. Let's connect and chart your path to a successful career in investment banking!

Given how expedited the recruiting process has become for college sophomores, a coach who recruited recently and understands the rapidly evolving process is a necessity. My preparation to land an investment banking seat started in high school, and I didn’t lose steam until I signed my offer in February, 2025. In addition to signing for Houlihan Lokey’s Restructuring Group, I received multiple offers from elite boutique, bulge bracket, and middle market firms.

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.

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!

I'm a former Goldman Sachs investment banker and private equity Vice President with experience evaluating and executing complex transactions. I help candidates prepare for investment banking interviews by building strong fundamentals, clear thinking, and confidence under pressure.