
Jeffrey Y.
4.9
(3)
3,690 min coaching
Break into Equity Research
Studied at Columbia Business School

Works at PwC
Available tomorrow at 2:00 PM UTC
Questions? Start chatting with this coach before you get started.
Jeffrey's Coaching Offerings
Custom hourly · $129/hr
Get help with Skill Building, Industry Research, and .
Jeffrey also coaches for MBA, College, GMAT, SAT, and Management Consulting. View all.
Jeffrey’s Equity Research Qualifications
Experience level: Analyst
Open to working with clients outside the U.S.
I bring firsthand experience from my time at Morgan Stanley in Equity Research, where I developed a deep understanding of financial markets, company analysis, and investment strategies. This role required rigorous analytical skills, attention to detail, and the ability to communicate complex ideas clearly—skills I now apply to coaching in this category. My background ensures clients benefit from both technical expertise and practical, real-world insights.
Jeffrey can help with:
Skill Building
Industry Research
Investment Recommendations
Promotion Strategy
Valuation
Resume Review
Networking Strategy
Financial Analysis
Technical Interview Prep
Equity Research Strategy
Behavioral Interview Prep
Jeffrey also coaches for MBA, College, GMAT, SAT, and Management Consulting. View all.
About Jeffrey
I am a Deferred MBA Admit at Columbia and majored in Statistics and Economics at the University of California, Berkeley. I currently work in Management Consulting in New York City at Strategy& (Part of the PwC Network). I spent a semester abroad in the Netherlands and had the opportunity to study in unique environments and travel the world. I have also worked in a variety of industries such as investment banking, private equity, equity research, corporate finance, and aerospace & defense. I am extremely excited to help people navigate the application process ranging from interview, test prep, or essay writing. I would also love to provide support and advice to anyone on their college journey whether it is the job or internship search or navigating clubs on campus. Looking forward to connecting!
Why do I coach?
Navigating through the job/internship search, applying to MBA programs, and balancing college life can be very stressful and overwhelming. With the right coaching and mentorship, that process can be manageable and stress-free. I want to share my experiences and knowledge to help students through their application journeys. Let's work together to set your future up for success.
Work Experience

Associate
PwC
August 2023 - Present

Strategy and Operations Consultant
PwC
June 2022 - August 2022

Equity Research Analyst
Morgan Stanley
August 2021 - January 2022
Finance Analyst, M&A and Corporate Development
Pfizer
May 2021 - August 2021
Education
Columbia Business School
MBA
Deferred Admit
University of California, Berkeley
Bachelors, Statistics
2019 - 2022
University of California, Berkeley
Bachelors, Economics
2019 - 2022
3 Reviews
Overall Rating
4.9
Knowledge
5.0
Value
4.5
Responsiveness
5.0
Supportiveness
5.0