Investment Banking Coaches, Events, and Resources

Welcome to my profile! With a 1st Class Honours (summa cum laude) degree from the world-renowned London School of Economics (LSE), 12 years' top-tier experience in M&A across IB (senior VP @ HSBC) and corporate law (Linklaters), and significant involvement on HSBC's IB admissions committee as an interviewer and hiring decision-maker, I know what it takes to succeed at elite M&A firms and have helped numerous individuals from a variety of backgrounds worldwide do the same for many years. From coaching and mentoring individuals through the application and interview processes, to helping junior and mid-level bankers get promoted from Analyst up to Director and nominated for MD, I have successfully helped numerous clients - many from under-represented demographics - break into and rise to senior roles at the world's leading investment banks (e.g. Goldman Sachs, J.P. Morgan, Morgan Stanley, Citi, Deutsche Bank, HSBC). Whether you're looking to break into elite IB, refocus your career strategy or advance towards/in more senior roles, I'm here to provide tailored guidance and support. Let's connect and chart your path to success!

After I graduated from Berkeley Haas, I spent two years as an investment banking analyst at Morgan Stanley before becoming a Private Equity Associate at The Carlyle Group. In my free time, I am a mentor for Women In Network, a non-profit organization founded to promote and encourage females in the professional world by fostering mentorships, expanding networks, and building communities. I have helped high school and college students with thinking through their future career by helping them with interview prep, talking through their interests / what they're looking for in a job, understanding the technical portions of a model / questions that would come up in an interview, and providing step-by-step guides to recruiting. I also taught 2 Berkeley Haas classes when I was a senior in college. I prepared materials for my classes, which were "Introduction to Investment Banking" and "Introduction to Buyside Financial Modelling".

I have recruited for both investment banking and undergraduate private equity summer roles, starting my recruiting journey at community college while transferring and navigating the challenges of being an asylee without permanent status. I understand the difficulties of recruiting with a GPA of 3.33, limited industry knowledge, being a diversity candidate, feeling uncertain about how to stand out, and dealing with others' uncertainty about you. I am pleased with being able to land a 2025 Summer Analyst role at Barclays NY. Currently, I am a current student at BYU, majoring in Finance with a minor in Computer Science. My focus is not solely on helping you find your ideal career path, but on identifying the firm that aligns with your values, aptitude, and skills, where you will thrive and shine. I encourage you to think long-term about your goals and guide you in recognizing how to achieve them by understanding the different options and their associated risks and rewards. If you're unsure whether I'm the right fit for you, schedule a free introductory call, and let's chat about figuring this out.

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at Morgan Stanley I was involved with recruiting, candidate evaluation, group placement, and training of interns and analysts. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Strategizing for on/off-cycle headhunter and private equity interviews - Navigating analyst performance, deal exposure, and internal mobility - Thinking about life after finance (exit options, MBA, entrepreneurship, sabbaticals) My specialties are: crafting a competitive resume and story, navigating your recruiting process, and technical interview/case study prep. Always happy to schedule an intro call first. Looking forward to working together!

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.

Welcome to my profile! With a degree in Economics from Harvard University, I bring a wealth of experience from top-tier financial institutions to my coaching. I started my career as an Analyst at an elite boutique, then transitioned into private equity roles at tech PE funds. Over the years, I've developed a deep understanding of the investment banking landscape and have successfully guided numerous clients through the competitive recruitment process. Whether you need help with resume crafting, interview preparation, or understanding the nuances of the industry, I'm here to help you break into investment banking. Let's connect and chart your path to success!

I am an incoming Investment Banking Summer Analyst at BMO Capital Markets in New York helping students break into top firms. As a UCLA Business Economics student who navigated recruiting as a transfer from community college, I understand how to build a strong candidate profile no matter your background or where you are starting from. What drives me is helping others go through this process with more clarity and confidence than I had. Recruiting can be incredibly overwhelming, and I know firsthand how stressful it can be. I want to help students sidestep the mistakes I made. I'll provide the coaching you need to secure an offer, covering anything from resume and cover letter optimization to networking strategy, technical prep, and behavioral storytelling. Along the way, I'll equip you with guides, templates, and real examples so you always know exactly what to focus on and where to direct your energy. My coaching style is supportive and structured, less about memorizing and more about helping you genuinely understand how to present yourself in a way that feels both authentic and compelling.

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 am a current upperclassman at Cornell University and an Incoming Investment Banking Summer Analyst at Evercore (M&A, NYC). I am happy to provide services across the entirety of investment banking recruiting, from resume review, mock interviews, technical and behavioral preparation, and more! As the VP of Education for my school's Investment Banking Club, I have significant experience helping students build their foundational & advanced corporate finance skills, prepare for behavioral interviews and networking, and ultimately land the offer. I am well-acquainted with nearly all Bulge Bracket and Elite Boutique processes and have interviewed with many of them. I also have interview experience with Restructuring (RX) and Private Equity as well.

Welcome to my profile! With a robust background in investment banking and venture capital, I bring a wealth of experience to help you break into the competitive world of finance. I have worked with top firms like J.P. Morgan, Citigroup, and T. Rowe Price, gaining hands-on experience in deal-making and financial analysis. As a Finance Manager at Microsoft and a Venture Partner at VU Venture Partners, I have honed my skills in strategic finance and startup evaluation. I have coached numerous individuals, guiding them through the intricacies of investment banking applications and interviews. Let's work together to craft a compelling application and prepare you for success in your finance career. Reach out to start your journey today!