Investment Banking Coaches

I landed an offer at a Tier I bulge bracket investment bank without an ivy league education, a family connection, or a cookie-cutter resume. I know what it takes to stand out—and I’ve helped others do the same. With firsthand experience going through the hyper-competitive recruiting process, I understand the real reasons candidates get offers: it's not just technical mastery, but how you tell your story, build relationships, and navigate each stage strategically. I’ve coached candidates from target and non-target schools to land offers at top firms like Goldman Sachs, J.P. Morgan, and Morgan Stanley. Whether you're preparing for HireVues, coffee chats, technicals, or Superdays, I’ll help you walk in with confidence, clarity, and a clear edge. This isn’t just about practice—it’s about precision. Let’s get you the offer!

Welcome to my profile! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

Welcome to my profile! With extensive experience in investment banking and private equity, I am here to help you navigate the competitive landscape of investment banking careers. I worked at Goldman Sachs for 2 summers and 5 years (Summer Analyst-Associate), in multiple private equity roles (Vista Equity Partners, Audax Private Equity) and have extensive experience with interview preparation, on-the-desk readiness, general career navigation, technical skill refinement, and more. Currently, I am pursuing my MBA at Columbia Business School as a Robert F. Smith Scholar, further deepening my expertise in alternative investments and entrepreneurship. Over the last decade, I have coached 75+ students/early stage professionals across a variety of formal and informal capacities. Whether you need help with interview preparation, resume refinement, or networking strategies, I'm here to support your journey. I genuinely love this stuff and remember how difficult my journey was trying to "figure it out" - Let's book time to chat about how I can be helpful!

As an Investment Banking Analyst at J.P. Morgan in the Mergers & Acquisitions group, I bring firsthand experience from one of the most competitive fields in finance. I graduated summa cum laude from USC Marshall School of Business, where I also served as a Peer Career Advisor, guiding over 250 students in securing top internships and full-time offers. With offers from multiple top-tier bulge bracket and elite boutique banks, I have a comprehensive understanding of what it takes to break into investment banking. Whether you're preparing for technical interviews or honing your networking strategy, I'm here to help you stand out with confidence and clarity. Let's work together to achieve your career goals in investment banking!

Group focus / specialty: Technology (TMT) My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 5 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I covered the technology sector in the investment bank and served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I was heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

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.

Successfully navigated Investment Banking Summer Analyst position and received a full time return offer. Held coffee chats with 100+ industry professionals. Taught investment banking technical and behavioral questions to Sophomores at Northeastern University.

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.

I secured an internship and a full-time offer at the most prestigious group at JP Morgan, all while coming from a non-target university. I continue to stay connected with my former colleagues, many of whom have become Managing Directors at Goldman Sachs, JP Morgan, Bank of America, as well as leading hedge funds, private equity, and venture capital firms.