Investment Banking Coaches, Events, and Resources

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.

As a healthcare investment banker for ~5 Years at Wells Fargo Securities, I have served as Staffer, Recruiting Team Captain, and Manager. I have interviewed, hired, and trained three classes of summer and full-time investment banking analysts and executed over $10.0Bn in deals across 90+ transactions. At UC Berkeley, I taught finance to over 300 undergraduates and have mentored and placed undergraduate and MBA students at the most prestigious Wall Street Banks, including Goldman Sachs, Morgan Stanley, JP Morgan, Centerview, Evercore, and Lazard. I currently teach at Training the Street, where I train the new investment banking analyst and associate hires. My secret sauce lies in: 1. I have directly interviewed, hired, and trained three classes of summer and full-time investment banking analysts 2. I have a vast network of investment banking contacts, many of whom are my former students, mentees, and colleagues 3. I have a large collection of actual interview case studies that students can practice with and cannot find elsewhere 4. I have access to market transaction materials that prepare students for success in their networking coffee chats and investment banking interviews 5. I have taught finance at UC Berkeley and currently train new investment banking hires at Training the Street For each student, I prepare well in advance of our session to understand your situation and needs in order to provide you with tailored resources, knowledge, and guidance for your success. You will receive access to your own shared folder, where I will drop in materials such as sell-side research, investment banking practice interview questions, investment banking guides, case studies, lecture slides, financial models, and more. It will also allow you to easily share with me models, resumes, and interview case studies that you are working on, so I can most effectively help you and review your work. I look forward to your success. Warmly, Ryan 2025-2026 Investment Banking Outcomes | Undergrad, MBA, Laterals PJT, Lazard, Evercore, Guggenheim, Rothschild, JP Morgan, Morgan Stanley, Citi, Wells Fargo, Truist, Capital One, ScotiaBank, Eldridge (Private Credit)

Hi, I'm Ali, a former Goldman Sachs investment banker now working in private equity. I recruited through the process recently myself, so I know exactly what today's pipeline looks like, not the version from ten years ago. Over the past few years I've mentored hundreds of students as VP of my university's finance club and across multiple years of classes I've taught. My mentees have landed offers at JPMorgan, Perella Weinberg, Morgan Stanley, Goldman, and more. I know what breaks candidates through — and I'll help you get there.

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! As the Founder & Managing Director of JHL Consulting Group Inc., I've guided over 300 students globally to secure positions at top firms such as Morgan Stanley, Bank of America, and RBC. With a background in Investment Banking M&A at CIBC and Private Equity at Dream VC, I bring firsthand industry experience to my coaching. My approach is tailored to each client's unique strengths, focusing on resume building, interview preparation, and networking strategies. Whether you're aiming for a role in investment banking, private equity, or real estate, I'm here to help you navigate the competitive landscape and achieve your career goals. Let's connect and start your journey to success!

Welcome to my profile! With a strong foundation in finance from Imperial College London and Nova School of Business and Economics, I have built a successful career in investment banking, currently working as an Analyst in the Global Power and Energy Group at Morgan Stanley. My experience also includes participating in UBS's Graduate Talent Program and BNP Paribas's Insight Series, providing me with a comprehensive understanding of the industry. I have coached numerous individuals, helping them navigate the competitive landscape of investment banking and secure positions at top firms. Whether you need guidance on applications, interviews, or career strategy, I'm here to help you achieve your goals. Reach out to start your journey into investment banking today!

I have worked at Goldman Sachs (TMT IB), Stifel (TMT IB), and J.P. Morgan (Corporate Banking). I can help you prepare for summer analyst recruiting, full-time recruiting (which is super unstructured), or lateral recruiting -- I've done all 3. I have also helped 75 individuals prepare for technical, behavioral, networking meetings, resume prep, and everything in between.

Investment professional with 10+ years of experience at a mega-fund. Started career in investment banking at a bulge-bracket bank. Passionate about coaching candidates from all backgrounds and levels on a variety of topics, including resume/cover letter writing, interview preparation, career guidance, on-the-job questions, and MBA/Masters applications. Applies a structured and results-driven approach with customized gameplans to fit individual objectives. Please view me as an all-inclusive resource and reach out with questions!

After completing a summer internship and one year as an investment banking analyst in the Financial Institutions Group at J.P. Morgan in New York City, I spent a summer working as a teaching assistant with Training The Street, where I helped hundreds of summer analysts and full-time analysts prepare for their roles. I can help with interview prep (both technical and behavioral) as well as with networking and application strategy for those interested in summer and full-time analyst positions at bulge bracket banks, especially applicants from non-target and underrepresented backgrounds.

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.