Investment Banking Coaches, Events, and Resources

Evercore M&A Landed offers at EB and BB firms, picking Evercore. During my time at UT, after I successfully recruited, I was a mentor in the Investment Banking Association and Wall Street for McCombs where we would walk younger students through curriculum, training and preparing students to land offers. Through this I've developed the playbook on how to land a top offer regardless of your background. I can shed light on nuanced networking strategies, behavioral prep, technical prep, and everything in between. During my time at Evercore, I was also responsible for screening resumes and conducting first round interviews. Through all my experience I have a database of actual interview questions asked at various banks.

I coach aspiring investment bankers with firsthand experience landing highly competitive roles at top bulge-bracket firms in New York. I secured investment banking positions at Citigroup (Healthcare) and Morgan Stanley (Media & Telecom) — both with return offers — giving me a deep understanding of what it takes to break into the industry at the highest level. Having gone through the recruiting process myself, I know exactly how firms evaluate candidates, what distinguishes a top performer, and how to prepare effectively for each stage of the process. In addition to my own banking experience, I understand the full finance career arc, including how candidates can position themselves early for a strong private equity exit. I bring a structured, human-centric approach to coaching, helping candidates master technical skills, refine their narrative, and navigate recruiting with clarity and confidence. Whether you're aiming for your first internship, a full-time offer, or a strategic exit into PE, I’ll help you prepare with the precision and insight the industry demands.

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.

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.

Hi, this is Shawn! I graduated from the McCombs School of Business at UT Austin with my Bachelor’s degree in Canfield Business Honors & Finance and got admitted to several M7 programs including the Wharton School. Having diverse financial services experience at Goldman Sachs and JPMorgan, I am happy to help with resume reviews, technical skills and interview prep, as well as provide general advice on careers in the industry and how best to strategize the recruiting process across areas like Investment Banking, Finance & Business Management, Global Markets, and Product Strategy & Transformation. 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!

Looking forward to working together! I have worked in PE for several years, but before that, I was heavily involved in IB recruiting and helped many students in my school land their Summer Analyst and full-time offers. It is a very network driven industry to break into, and approaching the networking the right way is critical to generating your opportunities. Equally important is honing your behavioral and technical interviewing skills. I'm excited to help with all of that, just as I've done for many of my friends and mentees.

Having successfully recruited for numerous banks, I worked at Goldman Sachs for 5 years most recently in the TMT team in Investment Banking. During my time at Goldman Sachs, I was a part of the recruiting team for 4 years, assessing candidates for internship and full-time roles across various teams. Throughout my professional career, I have mentored numerous people who are looking to break into investment banking at various levels and have been able to develop a deep set of skills that can help you in your recruiting journey. I’ve distilled my experience and insights into a clear, effective program designed to make sure you feel confident and prepared for each and every part of the recruitment process.

Welcome to my profile! As a former Investment Banking Analyst at Bank of America on the Technology Media and Telecom (TMT) desk, I bring firsthand experience from the heart of the finance industry. With a Master's in Applied Economics from Cornell and a Summa Cum Laude degree in Finance from Virginia Tech, I have the academic and professional background to guide you through the competitive landscape of investment banking. I founded IB MASON to help aspiring finance professionals break into the industry and achieve a 100% pass rate on the Series 79 exam. My coaching is personalized and results-driven, offering comprehensive career development mentoring, interview preparation, and expert tutoring. I've successfully coached dozens of individuals, helping them secure positions at top financial firms and pass their Series 79, 63, and SIE. Let's connect to discuss how I can help you achieve your career goals! What you get working with me: ➣ 2025 Question Bank — Access to the actual questions being asked in top bulge bracket and boutique interviews ➣Tailored support across M&A, Coverage, and Capital Markets (ECM/DCM/LevFin) recruitment processes ➣Resume + cover letter rebuild — Optimize to the format banks want to see ➣ Step-by-step networking strategy and LinkedIn cold outreach coaching ➣ Behavioral Mastery — Crafting your story, "Why Investment Banking" and "Why this Bank" ➣ Technical Mastery — Simple explanations and teaching of the concepts banks want you to know ➣ Expert Insight into what to expect on Superdays, first-rounds, and Hirevues ➣ Excel modeling prep — Building a three-statement model & DCF from scratch ➣ Mentorship and a career partner who's been through the process that is dedicated to helping you secure a six-figure role ➣ 24/7 on-demand support to ensure you land a top job offer

I successfully broke into investment banking from a non-target school, where I learned firsthand that the traditional recruiting funnel doesn't work for everyone. I’ve navigated the process and can help you build your own playbook for breaking in, just as I did. My biggest value-add is helping you master the networking strategy that will get you in front of more decision-makers. We'll focus on targeted outreach and crafting messages that actually get responses. While I can cover the foundational technical concepts and conduct mock behavioral interviews, my primary focus is on empowering you to build a network and a resume that will be your greatest asset. I've successfully helped several others break into this competitive industry. I'm here to guide you through the critical early stages of networking and resume prep and am flexible on however I can support you throughout the rest of your job search.

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.