Advance Your Investment Banking Career

Advance Your Investment Banking Career

5.0

Offered by Jordan B.

5.0

()

CFO & Jefferies Alum | 100+ Placements | Esteemed Instructor

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Studied at UNC Kenan-Flagler Business School

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Works at Traction

Package Description:

This package is designed for professionals aiming to grow their careers in investment banking. The coaching will be tailored to your individual needs, covering topics such as developing financial modeling expertise, preparing for leadership roles, enhancing client relationship skills, and more. With expert coaching, you’ll refine your investment banking skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your investment banking achievements and strengths. - Advancing Banking-Specific Skills – Improve your capabilities in financial analysis, deal structuring, and more. - Mastering Client Interactions – Boost your skills in building and maintaining client relationships, conducting impactful negotiations, and managing transactions. - Strategic Networking Guidance – Learn strategies to broaden your professional network within the banking industry and form valuable connections. - Navigating Career Growth – Get personalized advice on securing promotions, transitioning to leadership roles, and increasing your influence in your firm. This coaching package is ideal for investment bankers seeking to elevate their careers and position themselves for long-term success.


What you'll get from this package

Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field

Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth

Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career

Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders

Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

LinkedIn Review

Investment Banking Strategy

Financial Modeling

Promotion Strategy

Valuation

Networking Strategy

Due Diligence

Mergers & Acquisitions

Financial Analysis

Salary Negotiation


Jordan B.

Offered by Jordan B.

Joined March 2025

5.0

CFO & Jefferies Alum | 100+ Placements | Esteemed Instructor

Hello and welcome to my profile! With a robust background in investment banking and private equity from top firms like Jefferies and Palladium, I bring firsthand expertise in M&A execution and strategic investments. As Founder of Project Wall Street, I've successfully guided over 100 individuals from underserved backgrounds to secure positions at elite firms such as Goldman Sachs, Morgan Stanley, Blackstone, Evercore, Lazard, KKR, PJT, etc. My role as CFO of Impact AI and recognition as a finalist for NFEC's National Financial Educator of the Year further underscore my commitment to financial education & empowerment. Whether you're looking to ace your technical interviews, polish your resume, or navigate the complexities of the industry, I'm here to help you achieve your true Wall Street ambitions. Let's connect and start your journey to success!

Coaches professionally

Experience level: Associate

100+ people coached for Investment Banking

Starting at $700

10h+ of coaching

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