David M.
5.0
Ex Citi & Oaktree Banker and Investor
Studied at Babson College
Worked at Oaktree Capital Management
Available Tuesday at 12:00 AM UTC
Questions? Start chatting with this coach before you get started.
David’s Investment Banking Qualifications
Coaches professionally
Experience level: Analyst
10+ people coached for Investment Banking
Open to working with clients outside the U.S.
David has helped clients get into these companies:
I've been a banker at Citi, investor at Oaktree, and have helped a number of people break into bulge bracket, elite boutique and post-investment banking recruiting in alternative investments
David can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Cover Letters
Valuation
Resume Review
Networking Strategy
Due Diligence
Mergers & Acquisitions
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
David also coaches for Real Estate, MBA, Management Consulting, College, and Career Development. View all.
About David
First-generation college student turned education entrepreneur. David grew up on food stamps in NYC, where he was raised by a single mother. These challenges gave him discipline and tenacity, which helped him earn scholarships from The Boys' Club to attend Middlesex School and Babson College. Studying here helped him become an investor on Wall Street and an entrepreneur in Southeast Asia. David was a part of the First SEO Career Real Estate Cohort, which led him to Oaktree ($200B AUM), Artemis Real Estate Partners ($10B AUM), and Citigroup, where he invested over $1B alongside firms like Blackstone and Apollo. After leaving Wall Street, David moved to Southeast Asia, where he became a Buddhist monk.
Why do I coach?
Most lessons are learnable, but few teach what was really required to succeed in the real world. I share lived experience in the following categories that help students build six-figure careers in Corporate America, especially Wall Street. Investment Banking Real Estate Private Equity Management Consulting College Admissions, especially undergraduate business school MBA Admissions Boarding School
Work Experience
Analyst
Oaktree Capital Management
September 2021 - April 2023
• Created investment memorandums and financials models for over $1.2 bn of loan originations for public and private credit transactions • Transacted with private equity firms including The Blackstone Group, Apollo Global Management, PIMCO, Columbia Property Trust, KSL Capital Partners, Stellar Management, Chetrit Group, Cortland Partners, and more
Analyst
Citi
August 2020 - August 2021
• Summarize due diligence, company operations, & industry trends for M&A and LBO transactions • Spread financials, create pitch books, and perform credit analysis
Summer Investment Banking Analyst
Bank of America
June 2019 - August 2019
• Analyzed trading multiples to perform comparable company analysis for ~$215mm initial public offering • Performed valuation analysis & pitch book presentations • Collaborated with junior & senior bankers to craft compelling equity story to present to institutional investors
Summer Analyst
Artemis Real Estate Partners
July 2018 - July 2018
• Performed market research, property visits, & due diligence in order to present investment recommendations to Artemis Real Estate Partners’ investment committee which includes the firm’s Co-Founder & CEO, Deborah Harmon • Participated in 10 case studies & property visits with partner firms which include JBG Smith & The Blackstone Group to learn about all facets of the real estate industry which include development, capital markets, design, transaction law, brokerage, & property management to deepen our knowledge of the vast real estate ecosystem • Completed Training the Street (TTS) course on financial statement analysis, corporate valuation, financial modeling, transaction modeling, & capital markets sponsored by The Blackstone Group
Summer Analyst
Precursor Ventures
July 2017 - August 2017
Education
Babson College
Bachelor of Business Administration - BBA
2016 - 2020
Activities and societies: Magna Cum Laude Ranked #1 school for undergraduate entrepreneurship for 25 consecutive years and counting
Shanghai University of Finance and Economics
Bachelor of Business Administration - BBA, Finance & Economics
2018 - 2019
Grade: Study Abroad
11 Reviews
Overall Rating
5.0
David has helped clients get into these schools:
David has helped clients get into these companies: