Investment Banking Coaches, Events, and Resources

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

With 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

Welcome to my profile! I’m qualified to coach in investment banking because I’ve worked in the IB environment and understand exactly what banks look for, in interviews and on the job. I bring hands-on investment banking experience from firms such as Morgan Stanley and Société Générale, where I worked on live M&A and capital markets transactions, building financial models, valuations, and pitchbooks under real deal timelines. This exposure gives me a clear understanding of how banks assess technical ability, commercial judgment, and execution mindset, not just whether someone can answer technical questions. I’ve coached international candidates across undergraduate, master’s, and lateral-hire tracks targeting bulge bracket, elite boutique, and strong middle-market banks. My coaching focuses on structured technical mastery, practical financial modeling intuition, and crisp deal storytelling, combined with direct, honest feedback. No shortcuts, no memorized answers, just clear fundamentals, repetition where it matters, and interview readiness aligned with real IB expectations. If you’re serious about breaking into investment banking and want practical guidance from someone who’s been there, I’d be happy to help. Let's connect and strategize your path to success in investment banking!

I’m Matt! I’m a full-time investment banking associate with nearly six years of experience across both bulge bracket and middle-market firms. I’ve led Superday preparation at my alma mater, helped run recruiting at my prior and current firms, and successfully coached countless candidates from non-target and target schools into roles at Goldman Sachs, Jefferies, JP Morgan, Wells Fargo, and top private equity and corporate development roles. What makes my approach different? I focus on helping you craft a compelling personal story, sharpen your behavioral answers, and simulate real Superday dynamics — the things that actually move the needle. I’ve reviewed hundreds of resumes and conducted dozens of interviews from the banker side of the table, and I bring that insider’s perspective to every session. Whether you’re a student trying to break in or a lateral candidate navigating a competitive process, I’ll help you stand out for the right reasons

I have interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications. I've covered: tech, industrials, consumer.

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.

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!

I successfully broke into investment banking from a non-finance background while at Wharton, landing first-round interviews across top bulge bracket and elite boutique firms—both in coverage and product groups. I ultimately accepted an offer from J.P. Morgan’s M&A team, my top choice, and received a return offer after a strong summer internship. Having gone through the process myself, I understand how overwhelming MBA recruiting can be—especially for career switchers. I can help you clarify your story, prepare for behavioral and technical interviews, and navigate firm preferences and group selection. Beyond the recruiting process, I also coach on how to succeed during the internship itself and evaluate whether banking is the right path based on your long-term goals. Whether you’re just exploring the idea or are deep in prep, I’m here to help you make confident, well-informed decisions.

With direct investment banking and investing experience across multiple sectors, I bring a well-rounded perspective to help you target and excel in specialized groups. At Lazard, I worked directly on Media & Telecommunications mandates, gaining firsthand exposure to the strategic and financial nuances of the industry. I also supported several Restructuring (RX) engagements during my internship, giving me practical experience with distressed situations and debt advisory, and I’ve since helped clients successfully place into top restructuring groups at elite boutiques. In addition, I gained Financial Institutions Group (FIG) experience through my work on an insurance-focused private equity investment, developing a strong understanding of how investors and banks evaluate capital-intensive, regulated businesses. Beyond traditional coverage groups, I’ve recruited for and coached candidates into Energy investment banking, having gone through the Houston recruiting process myself and understanding both the technical depth and industry-specific expectations of those roles. I also bring experience in Software, having worked on a growth-stage software investment and successfully coached multiple clients into leading software-focused growth equity and private equity firms. This cross-sector exposure allows me to provide tailored coaching not only on technical and market-specific preparation, but also on how to differentiate yourself for specialized groups. Whether you are targeting Media & Telecom, FIG, Energy, Software, or Restructuring, I can help you craft a compelling story, sharpen your technicals, and position yourself as a top candidate.

I have navigated the investment banking recruitment process successfully from multiple vantage points — as a candidate, an insider, and a coach. I previously worked as an Associate at Morgan Stanley and was the first-ever Graduate Analyst in Asia Pacific selected for the firm’s prestigious three-year rotational program, which had an offer rate of less than 0.1%. During this time, I gained hands-on experience across Investment Banking Advisory, Equities Sales & Trading, Global Financial Crimes Prevention, Operational Risk, and Compliance, giving me a holistic understanding of how top banks evaluate talent. In parallel, I was admitted to multiple M7 and T15 MBA programs — including Stanford GSB, Chicago Booth, Columbia Business School, and Cornell Johnson — with over USD 200K in merit-based scholarships, and was selected as a Schwarzman Scholar from a global applicant pool of 5,000+ (~3% acceptance rate). This allows me to advise candidates who are pursuing both direct analyst/associate recruiting and MBA-to-banking pathways. I have since reviewed hundreds of investment banking resumes and coached dozens of traditional and non-traditional candidates to secure roles at top global banks. My coaching is grounded in first-hand industry experience, a clear understanding of hiring signals, and a structured framework that helps candidates position themselves competitively. I work with clients to develop a targeted recruitment strategy — from resume and technical preparation to networking and interview execution — to maximize their chances of breaking into top investment banking roles.