Investment Banking Coaches, Events, and Resources

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.

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.

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!

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!

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 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! 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 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.

As one of four Investment Banking Career Fellows at the Wharton School (selected for demonstrated excellence in the recruiting process), I coach first-year MBA students on mastering every stage of investment banking recruitment. Drawing on five years of experience helping clients craft compelling professional narratives, I equip clients to present themselves with precision, confidence, and authenticity!

With a robust background in private equity and strategic finance, I bring a wealth of experience to help you navigate the competitive landscape of investment banking and private equity careers. As a former Private Equity Associate at Ara Partners, I worked on five portfolio companies and closed two platform investments in the energy / decarbonization sector, providing me with firsthand insights into the intricacies of the industry. My journey also includes roles at EIG (an infrastructure PE fund) and J.P. Morgan, where I honed my skills in energy infrastructure and investment banking. I am well-equipped to guide you through the nuances of private equity applications and interviews, especially if you have an engineering background. I am also a graduate of Harvard Business School (MBA) and Princeton University, and closely worked with the admissions team on crafting an overall admissions strategy. I'm happy to assist with business school or college applications and strategies to maximize your admission chances.