Over the past five years I've mentored ~250 aspiring finance professionals in landing their dream job in banking and private equity. Working at an elite banking boutique and in tech private equity, I've helped lead student recruiting and learned what banks and PE firms are looking for. I can help you with every step in landing your dream IB / PE job. Behavioral: 1. Detailed "banking" resume review to help you stand out 2. LinkedIn auditing to make sure your first point of contact is glowing 3. Crafting a strategy for your banking story 4. Nailing "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing technical key concepts bankers love to ask about 2. Technical mock interviews harder than anything you'll face in an interview 3. Paper LBO and 3-statement modeling Networking: 1. Establishing a personalized networking strategy 2. Holding accountability for outreach 3. World-class email templates and trackers to keep you organized

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

Welcome to my profile! As an MBA candidate at Harvard Business School, I worked as an Investment Banking Analyst at Moelis & Company, specializing in M&A and restructuring. I was involved in summer analyst and full-time analyst recruiting processes - will be very helpful with your recruiting process with preparation in both technical and behavioral questions.

As someone who has successfully navigated the highly competitive investment banking recruitment process and secured multiple internship and full-time offers, I have developed a deep understanding of what it takes to succeed in this field. Through my experience, I have gained a comprehensive understanding of the key components of the recruitment process, including crafting a standout resume and cover letter, networking effectively, and acing interviews. In addition to my personal experience, I have also helped numerous undergraduates secure investment banking internships and full-time offers through coaching and mentorship. I have a strong track record of guiding students through the recruitment process, providing tailored feedback on their resumes and cover letters, conducting mock interviews, and sharing insights on how to stand out in a competitive field. With my combination of personal experience and success, along with my ability to help others achieve their goals, I am confident in my ability to provide valuable coaching and support to those looking to pursue a career in investment banking.

After being just 1 of a select 30 sophomore interns, at Bank of America, I progressed to complete a junior-year internship, and receive a full-time offer at the firm. Upon joining BofA full time within Global Capital Markets, I was promoted to Associate after two years of being a top-ranked analyst. During my four years I helped underwrite over $200B of capital market transactions.

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations

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

As an incoming Summer IB Analyst at Bank of America, I bring a wealth of knowledge and experience in the investment banking industry. In addition to getting an offer from Bank of America I received 5+ superday invites from bulge-bracket firms including Morgan Stanley, Citibank, RBC, Wells Fargo, Piper Sandler and more. Additionally, I have had the privilege of interning at top firms like VMG Partners and Sixth Street, where I gained valuable insights into private equity and finance. With my hands-on experience and dedication to helping others succeed, I am confident in my ability to guide aspiring investment bankers towards achieving their career goals. Don't hesitate to reach out and let's work together to unlock your full potential in the investment banking industry!

interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications.