Investment Banking Coaches, Events, and Resources

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!

Break into investment banking with a coach who has done it from a non-traditional background. I worked in IB at J.P. Morgan and later returned to startup banking, advising hundreds of founders on the financial structures, relationships, and positioning that matter most in high-growth environments. I help career changers translate their experience into IB language, navigate the recruiting process, and prepare for technical and behavioral interviews.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive world of investment banking. I started my career as an Investment Banking Analyst at Barclays, focusing on the Healthcare Group, and later transitioned to a Private Equity Associate role at W.L. Ross. Currently, I am a Growth Equity Investor at Morgan Stanley, specializing in Series A+ investments in Technology, Consumer, and Healthcare sectors. My journey also includes founding a VC-backed fintech platform, giving me a unique perspective on the industry. 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 chart your path to success in investment banking!

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 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.

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 am a Harvard MBA with Honors and was accepted out of UChicago as a 2+2 admit to HBS. I worked at Morgan Stanley out of college in the analyst program and became a Partner (Managing Director) for many years. I have coached investment banking for over a decade, and while I am new to Leland, I have coached over 1,000 candidates (I call them "coachees") into virtually all of the major investment banks, private equity, and venture capital firms. I coach internships and full time recruiting for undergraduates (from both target and non-target schools!), MBA recruiting, and also lateral candidates - transitioning from investment banking to private equity, for example, and on-cycle recruiting. My focus is on marketing collateral (resume, cover letter, and LinkedIn review), conducting outreach (using handshake and LinkedIn to reach recruiters), coaching behaviorals and technicals, and mock interviewing. The vast majority of my coachees receive offers!

Hi, I'm Ali, a junior at Brown University studying Applied Mathematics–Economics (Mathematical Finance track with a focus on probabilistic modeling) and will be joining Goldman Sachs for Investment Banking this summer. I’ve spent the last two years mentoring students 1-on-1 through resume refinement, technical/behavioral prep, networking strategy, and superday preparation — helping them land offers at firms like Morgan Stanley, JP Morgan, Jefferies, PWP, and Goldman Sachs. As VP of the Bruno Finance Society, I’ve helped lead campus-wide recruiting initiatives and have personally guided students through every stage of the process. My approach is extremely hands-on and personalized — I work with you across all fronts to give you the best shot at an offer, whether you're just starting out or preparing for final rounds. Every student I’ve mentored 1-on-1 so far has received at least one offer. I care deeply about outcomes and prefer to work with a small number of highly motivated clients who are ready to put in the time and effort. If you're all-in, I’ll do everything I can to get you across the finish line.

I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. 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!

I spent ~10 years working in IB and PE. During that time, and after, I've worked with dozens of Investment Banks in my operating roles.