Josh S.

Josh S.

5.0

Harvard MBA, Morgan Stanley MD - Investment Banking Coach!!

Harvard Business School Logo

Studied at Harvard Business School

Morgan Stanley Logo

Works at Morgan Stanley

Available today at 9:00 PM UTC

Usually responds within 15 hours

Questions? Start chatting with this coach before you get started.

Josh's Coaching Offerings

Pay as you go

Get help with LinkedIn Review, Investment Banking Strategy, and .

Josh’s Investment Banking Qualifications

Coaches professionally

Experience level: Partner or Managing Director

100+ people coached for Investment Banking

Josh has helped clients get into these companies:

I am a Harvard MBA with Honors and was accepted out of UChicago as a 2+2 admit to HBS. I worked at Morgan Stanley out of college in the analyst program and became a Partner (Managing Director) for many years. I have coached investment banking for over a decade, and while I am new to Leland, I have coached over 1,000 candidates (I call them "coachees") into virtually all of the major investment banks, private equity, and venture capital firms. I coach internships and full time recruiting for undergraduates (from both target and non-target schools!), MBA recruiting, and also lateral candidates - transitioning from investment banking to private equity, for example, and on-cycle recruiting. My focus is on marketing collateral (resume, cover letter, and LinkedIn review), conducting outreach (using handshake and LinkedIn to reach recruiters), coaching behaviorals and technicals, and mock interviewing. The vast majority of my coachees receive offers!

Josh can help with:

LinkedIn Review

Investment Banking Strategy

Cover Letters

Resume Review

Networking Strategy

Mergers & Acquisitions

Financial Analysis

Salary Negotiation

Technical Interview Prep

Behavioral Interview Prep

View all of Josh’s categories

About Josh

I attended UChicago and was a 2+2 admit to Harvard Business School where I graduated with an MBA with Honors. I was a Managing Director of Investment Banking at Morgan Stanley for many years and served as co-head of Harvard Business School recruiting there for 6 years. I have coached for over a decade. I coach: 1. Entry into Student Finance Clubs, PE and VC clubs, including SMIFs (student managed investment funds). These processes are rigorous, challenging, and important! 2. Investment Banking BA and MBA intern and full time recruiting: - how to manage your process and outreach, application completion, resume, LinkedIn profile, outreach, scheduling information interviews, behaviorals and technicals (valuations, LBO models, accretion/dilution, 3 financial statements, brain teasers), mock interviews (I have conducted over 1,000 candidate interviews in real life! You will be learning from a PRO!!!) 3. On-cycle recruiting for private equity (it begins early!) with top firms including Henkel, CPI, Ratio, Oxbridge, Amity, and others! I advise on application completion, which can be complex! And interview training. 4. College AND MBA level PE recruiting and growth equity and credit funds, secondary funds, and hedge funds 5. Adjacent I-banking areas: Sales and Trading, Equity Research - I Coach How to do a Stock Pitch! Investor Relations - getting the offer, how to do the job. 6. MBA Application Coaching 7. College Application Coaching 8. Career Changes (called "lateral" moves) to executives at all level from I-banking to PE, from companies to PE. (I even coach some students' parents too!) 9. On-the-job coaching - how to get that return offer! 10. Executive, Leadership, Board Member coaching - how to understand your company's financials, M&A, financing, capital structure, equity (IPOs), debt 11. Medical School Applications and Residency Interviews I respond rapidly! Let's get started! I look forward to meeting you! - Josh

Why do I coach?

I love helping people get jobs on Wall Street! I play to win. I am relatively new to Leland, but have coached over 800+ individuals into Wall Street positions at all levels in all groups.

Work Experience

Morgan Stanley Logo

Managing Director, Investment Banking

Morgan Stanley

2002 - Present

Bank of America Merrill Lynch Logo

Managing Director

Bank of America Merrill Lynch

1999 - Present

Josh was also given offers to work at

  • Wasserstein Perella Logo

    Wasserstein Perella

Education

Harvard Business School Logo

Harvard Business School

MBA with Honors

University of Chicago Logo

University of Chicago

BA, Economics and Math

7 Reviews

Overall Rating

5.0


Knowledge

5.0

Value

5.0

Responsiveness

5.0

Supportiveness

5.0


Josh has helped clients get into these companies:

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Josh S.

Josh S.

5.0

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