Investment Banking Coaches, Events, and Resources

I worked in investment banking and growth equity for several years and have coached numerous candidates for jobs in these industries. I was actively involved with my firms' recruiting and hiring decisions and understand the process thoroughly; I was hired by the University of Michigan career center to coach students applying for investment banking jobs and have reviewed hundreds of resumes, cover letters and mock interviews; I have also spent many years working with non-profits such as Synergist to mentor college women interested in business and finance. I take a hands-on approach and strive to help every one of my clients reflect their best true potential.

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.

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!

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.

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! As an Incoming Investment Banking Summer Analyst at William Blair, I bring firsthand industry insights and practical knowledge of what it takes to break into investment banking. I’ve secured competitive roles at top firms like J.P. Morgan, Resurgens Tech Partners, and more, and have interviewed with numerous leading investment banks—giving me a comprehensive understanding of the recruiting process. With a strong academic foundation in Finance and Management Information Systems from the Terry College of Business, I have successfully guided 62 individuals in landing investment banking opportunities. My leadership roles, including President of the Black Business Student Association and Head of Recruitment for the Corsair Society, have further sharpened my ability to mentor and support aspiring professionals. Whether you need help with resume building, interview preparation, technical concepts, or networking strategies, I’m here to provide personalized guidance and proven strategies to help you stand out. Let’s connect and craft a plan to achieve your career goals in investment banking!

Having started out my post-MBA career in investment banking and then transitioning to private equity, I bring a wealth of experience in entering and advancing careers in investment banking and private equity. I began my career in the Financial Management Program at GE and then, after receiving my MBA from HBS, made the leap to Investment Banking as an Associate at Wells Fargo Securities. Following my time in IB, I spent 20 years in private equity at middle-market investment firm, Reynolda Equity Partners, ultimately becoming a Managing Partner, before leaving to invest independently under my 1780 Capital banner. I have a deep understanding of what it takes to succeed at all levels in the competitive world of finance and M&A. I am passionate about helping aspiring investment bankers and finance professionals enter the industry and navigate their career paths.

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 recently navigated the investment banking recruiting process successfully, securing offers from top bulge bracket and boutique banks, including Goldman Sachs. Given my recent exposure to the process, I am very familiar with bank specific nuances and processes and am well positioned to help you tailor your preparation to be custom for each investment bank. I have readily available prep material that is very detailed and thorough and will help you succeed through the most technical interviews.

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.