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Stephen L.

Stephen Lin

He/Him

Incoming IB M&A Analyst | Behavioral & Technical Prep | Mock Interviews

  • New York University Logo

    New York University

  • Wells Fargo Logo

    Wells Fargo

Available Friday

Starting at 4:00 PM UTC

Questions?

You can start chatting with Stephen before you get started.

Work with Stephen

About

Hey! I'm an incoming investment banking analyst in Wells Fargo's Mergers & Acquisitions Group. I also have experience across private equity, investment management, and strategy consulting.

Stephen’s Investment Banking Qualifications

Experience level: Intern

10+ Investment Banking clients

Stephen has helped clients get into these companies:

I’m a senior at NYU Stern studying Finance and Statistics. I recently completed a summer analyst internship in Wells Fargo’s Mergers & Acquisitions group in New York and received a full-time return offer. My background also includes private equity at Harbor Street Capital and investment management at a single–family office, giving me experience across both banking and investing. Having recently navigated investment banking recruiting myself, I understand the challenges of networking, interview prep, and communicating your story effectively. My coaching usually focuses on recruiting strategy, resume reviews, networking outreach, and technical and behavioral interview preparation. I bring a practical, personalized approach, with direct feedback and actionable steps tailored to your background, goals, and recruiting timeline.

Stephen can help with:

Behavioral Interview Prep

Networking Strategy

Resume Review

Technical Interview Prep

Work Experience

Wells Fargo Logo

M&A Investment Banking Summer Analyst

Wells Fargo

June 2026 - August 2026

M&A transaction experience across Industrials, Consumer & Retail, and Real Estate, Gaming, & Lodging (REGAL). Built financial models, industry overviews, and company profiles to facilitate potential sell-side, carve-out, and merger transactions. Advised on the announced $1.5 billion sale of MarineMax to Safe Harbor, a Blackstone Infrastructure portfolio company.

Single Family Office Logo

Investments Intern

Single Family Office

April 2025 - March 2026

Oversaw a $2.1M investment portfolio and allocated capital across equities and fixed-income securities.

Harbor Street Capital Logo

Private Equity Summer Analyst

Harbor Street Capital

May 2024 - September 2024

Sourced potential deals and evaluated leveraged buyout opportunities in the lower-middle-market software industry.

JUV Consulting Logo

Strategy Consultant

JUV Consulting

April 2022 - March 2024

Admissions Committee

Specialized in consulting for technology and financial services companies.

Stephen was also given offers to work at

  • UBS Logo

    UBS

  • Solomon Partners Logo

    Solomon Partners

Education

New York University Logo

New York University

Bachelors of Science, Finance

2023 - 2026

Senior at NYU Stern School of Business studying Finance & Statistics and graduating in December 2026.

Stephen was also personally admitted to

  • Georgetown University Logo

    Georgetown University

5.0 average review

7 reviews


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Stephen has helped clients get into these companies:


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