Investment Banking Coaches

I won Rothschild & Co's Healthcare Advisory Challenge at Oxford, beating 50+ MSc and MBA candidates, then interned and converted to a full-time analyst. I executed M&A and PE transactions across Rothschild and Gilde Healthcare. €20bn+ in executed deal value across my career. Clients have landed offers at J.P. Morgan, Greenhill, and boutique banks. Most candidates don't fail on technicals. They fail on story. If your CV looks sharp but your narrative feels flat, that's what we build together. Coaching for the 2026-2027 recruiting cycle. Applications and interviews are happening now.

Hi, this is Shawn! I graduated from the McCombs School of Business at UT Austin with my Bachelor’s degree in Canfield Business Honors & Finance and got admitted to several M7 programs including the Wharton School. Having diverse financial services experience at Goldman Sachs and JPMorgan, I am happy to help with resume reviews, technical skills and interview prep, as well as provide general advice on careers in the industry and how best to strategize the recruiting process across areas like Investment Banking, Finance & Business Management, Global Markets, and Product Strategy & Transformation. 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!

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.

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.

I am a current Harvard Business School student with experience in large-cap private equity investing, middle-market private equity investing, and sell-side M&A investment banking. I received multiple investment banking jobs offers coming from a non-target school, received an accelerated promotion offer, and was a top-reviewed analyst in my banking program. Together, we can navigate investment banking networking, resume crafting, interview prep (technicals, behavrioral, and modeling), offer negotiation, and more. From there, we can also navigate banking internships and analyst programs to support you on a promotion or exit opportunity path. I bring a warm, practical approach to coaching and look forward to meeting you!

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 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.

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.

I'm a former Goldman Sachs investment banker and private equity Vice President with experience evaluating and executing complex transactions. I help candidates prepare for investment banking interviews by building strong fundamentals, clear thinking, and confidence under pressure.

Worked in J.P. Morgan's Healthcare Investment Banking Group from 2020-2022.