Investment Banking Coaches

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!

I successfully broke into investment banking from a non-target school, where I learned firsthand that the traditional recruiting funnel doesn't work for everyone. I’ve navigated the process and can help you build your own playbook for breaking in, just as I did. My biggest value-add is helping you master the networking strategy that will get you in front of more decision-makers. We'll focus on targeted outreach and crafting messages that actually get responses. While I can cover the foundational technical concepts and conduct mock behavioral interviews, my primary focus is on empowering you to build a network and a resume that will be your greatest asset. I've successfully helped several others break into this competitive industry. I'm here to guide you through the critical early stages of networking and resume prep and am flexible on however I can support you throughout the rest of your job search.

Given how expedited the recruiting process has become for college sophomores, a coach who recruited recently and understands the rapidly evolving process is a necessity. My preparation to land an investment banking seat started in high school, and I didn’t lose steam until I signed my offer in February, 2025. In addition to signing for Houlihan Lokey’s Restructuring Group, I received multiple offers from elite boutique, bulge bracket, and middle market firms.

Welcome to my profile! With a robust background in finance and investment banking, I have completed 8 internships across venture capital, private equity, real estate, consulting, and investment banking, including roles at Citigroup and Harris Williams. As a strategic finance professional and former investment banking summer analyst, I bring firsthand industry insights to my coaching. I have successfully guided ~25 individuals in navigating the competitive landscape of investment banking, helping them secure positions at top firms. Whether you're looking to refine your resume, master technical interviews, or develop a personalized career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

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 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.