The investment banking interview process - with all the networking, strategizing, and general preparation - can be a daunting process. I've been through this process many times, both from the applicant's perspective as well as the interviewer's perspective. As an undergraduate, I received offers to join multiple investment banks (e.g., bulge brackets / boutiques) and ultimately spent two years at J.P. Morgan in an industry coverage group. I'm looking forward to helping you as you think through IB as a career path. Feel free to reach out to chat regarding anything from interview preparation, firm selection, coverage vs. product groups, compensation, or even private equity! Excited to speak soon.

I spent ~10 years working in IB and PE. During that time, and after, I've worked with dozens of Investment Banks in my operating roles.

I am a focused and transformative career coach who has helped hundreds of MBA students achieve their goals to work in investment banking. Building on my strong interpersonal skills, I am able to help hone clients' stories to answer "why investment banking?, why this bank?, why this group?" Having advised those focused on bulge bracket banks as well as boutiques, I have a deep understanding of the different roles in investment banking and have educated many about the best way to demonstrate their value as bankers.

My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 3 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I cover the technology sector in the investment bank and have served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I have been heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

I was successfully able to break into sales and trading after my undergraduate studies without ever taking a single finance class. I excel in teaching individuals from non-target schools, unique backgrounds, or who are making big career pivots how to tell their story and connect with interviewers in the space. Currently, I am a Vice President of Corporate Development at JPMorgan Chase, former Senior Associate in Equity Research, and a former analyst and associate in S&T at Morgan Stanley, I have firsthand knowledge of what top firms are looking for in candidates. My journey has equipped me with the skills to guide you through the nuances of the recruitment process, from crafting compelling applications to mastering interviews. Let's work together to navigate your path to success!

With 6+ years of IB/PE experience, I'm here to help you navigate your career path in this competitive field My background also includes roles at 3 different PE funds, plus two years of investment banking and two years of strategy/operations at one of my firms' portfolio companies. I'm a recent graduate from Wharton's MBA program and am now working at a MM PE fund. I started off as a non-target candidate from the University to Arizona and have navigated my career thus far primarily through my own networking strategies. Whether you're looking to break into investment banking / private equity or advance your career, I'm excited to share my insights and strategies with you!

As a former investment banking analyst, I broke into the industry from a non-traditional background. With the support of a strong community, I was able to navigate the process, and now I’m committed to helping others do the same. Although I am no longer in IB, I can provide an unfiltered review of investment bankers, their roles, and the experience of analysts and associates. I’m here to help you be as prepared as possible to succeed in the competitive investment banking process. I’ve mentored over 50 aspiring professionals looking to land roles in investment banking. I want to help you secure interviews, get offers, and succeed on the job. Behavioral: 1. Detailed resume review 2. Networking and application process 3. Crafting a compelling personal story for interviews 4. Perfecting answers to "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing key technical concepts you need to know as a banker 2. Conducting technical mock interviews to help you breeze through your actual interviews 3. Modeling concepts and fundamentals Securing an internship offer is a huge accomplishment, but now you also need to make sure you stand out and securing a full-time offer - that's what all of the interview prep is for! I was fortunate to have a strong support system that helped me succeed in my internship, without it I'm not sure I would have gone back full-time. I want to make sure others are ready to go once they hit the desk. Post-Internship Offer Support: 1. Strategies to differentiate yourself and show initiative among your cohort 2. Practical Workflows: Effective time management and organization techniques to excel during your internship 3. Key practices to ensure you maintain a high level of professionalism throughout your time in banking. 4. Understanding the nuances of IB culture—what to expect, how to react, and how to conduct yourself to make a lasting impression

Navigating the investment banking recruiting process is nuanced, involved and highly person. Over the last 8 years, I've leveraged my own experience as a Lazard summer and full-time analyst to help coach 200+ students through this process, including crafting their story, preparing for technical interviews and even figuring out the right home for them (city selection, size of investment bank and group placement). My approach is refined, warm and unique for each person. I take the time to understand your background, aspirations and goals. I'm excited to work with you!