Investment Banking Coaches, Events, and Resources

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! 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 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.

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

🚫 I may not be the right coach for you — yes, you read that right! If you're looking for a magical solution to break into Investment Banking, this isn’t it. ❌ If you’re still reading… I still may not be the right coach for you. If you already come from a strong finance background, chances are you know more than I do! 🧠📊 Still here? 👀 That’s probably because you’re trying to pivot into Investment Banking. 🔄💰 And this is where I know I can add tremendous value. 👩🏽‍💻 A little about me: I'm an Indian female engineer turned management consultant. Most recruiters would probably categorize my profile as a classic non-traditional candidate. I’m currently pursuing my MBA at Wharton, UPenn, and successfully landed two summer internship offers from top Investment Banks in New York. 🗽💼 📞 Types of Coaching Calls I Recommend 1. "Help me get started" 🚦 We’ll do a full profile analysis, understand your specific circumstances, and chart a personalized roadmap with clear next steps. 🛣️🗂️ 2. "Help my Resume" 📄🔍 A detailed session covering structure, formatting, section-by-section strategy, and a line-by-line review. (Remember — attention to detail is everything in banking! 🧾✅) 3. "Help me strategize" 🧠⚔️ Still debating BBs vs EBs? Product vs Industry groups? Let’s find where you fit best and build a strategy to maximize your chances. 🎯 4. "Help me master networking" ☕🤝 Includes a short mock coffee chat + tailored advice to help you be more effective (and memorable!). As an international student with zero finance experience, I had to learn the hard way. Let me help you skip that learning curve. 🚀 5. "Help me plan my technical prep" 📘⏳ Let’s build a customized technical prep strategy — the best resources, timelines, and milestones — that works with your schedule, not against it. 🗓️🔧 6. "Help me prep for industry and deal discussions" 💬📈 From deal templates and elevator pitches to industry insights — we’ll prep you to stand out in coffee chats and handle even the dreaded nth-level follow-ups like a pro. 🧩💼 7. "Help me get that interview invite" ✉️🔓 You're in the crucial weeks before first-round interviews. Let's talk low-touch vs high-touch strategies and how to stay tactically on radar. 🎯📬 8. "Help me prep for interviews" 🎤📚 Wait — hurray! You’re over the first hurdle. Just by getting that interview invite, your chances of landing the job have gone up tenfold! 🎉 Now it’s time to make it count. We’ll kick off with a short mock (technical + behavioral), assess where you stand, and create a personalized prep plan to help you crush both technicals and behaviorals with ~2-3 weeks of structured prep. 🔥🧠✅ 9. "Let’s do a full mock (coffee chat/interview)" 🕵️‍♀️🎬 A full simulation of what’s next — whether it’s a coffee chat, first round, or Superday — followed by detailed feedback so you can refine and level up. 🧗‍♂️✨ 🛠️ Need something tailored or want to mix & match? Shoot me a message and we’ll plan a session that fits your timeline and goals perfectly. 📝📞

Welcome to my profile! With extensive experience in the investment banking and private equity sectors, I am well-equipped to guide you through the competitive landscape of breaking into investment banking. As a Principal in the Technology group at CD&R and a former Investment Banking Analyst at UBS in their TMT group, I have been directly involved in high-profile transactions, including multi-billion dollar acquisitions and IPOs. My background in finance from Vanderbilt's Owen Graduate School of Management and the University of Kentucky, combined with my leadership and teamwork skills honed as a varsity football player, uniquely position me to offer comprehensive coaching. Whether you need help with interview preparation, resume refinement, or understanding the nuances of the finance industry, I'm here to help you succeed. Let's connect and strategize your path to success in investment banking!

Welcome to my profile! I’m currently a Private Equity Associate at Abry Partners, a Boston-based firm managing over $18B in assets. I began my career in Investment Banking at Solomon Partners and graduated from the University of Michigan’s Ross School of Business. At Solomon, I was actively involved in recruiting — interviewing and screening 50+ candidates — and developed a strong sense of what top firms are really looking for. I’ve since gone through the on-cycle private equity process myself and know how tough and opaque it can feel, especially without the right guidance. I’m here to help demystify the process — whether you’re prepping for IB/PE interviews, refining your story, or just trying to break in. Let’s connect.

I'm excited to share that I'll be joining Goldman Sachs' TMT division as a summer associate! Coming from a non-finance background, I successfully broke into investment banking. Through helping my fellow Wharton students secure IB internships, I discovered my passion for coaching. I'd love to mentor others from non-traditional backgrounds looking to make this transition! Currently, I'm also working as an associate at Bling Capital and can guide you through landing your dream role in IB or VC.

I interned and worked in Wells Fargo's Consumer & Retail team, and have experience with M&A, equity and debt financing, and corporate advisory. My focus in Investment Banking was Consumer & Retail and M&A. My focus in Private Equity was Lower Middle Market & Middle Market.

Helped lead non-core recruiting at Moelis & Co. where I conducted 50+ interviews with potential candidates