Giuseppe S.
5.0
Studied at CUNY Baruch College
Worked at Barclays
Available Monday at 4:00 PM UTC
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Work Experience
Investment Banking Career Coach
Self-Employed
March 2025 - Present
I am passionate about helping others succeed. After coaching & mentoring over 1,000 college students in the last 15 years, I am joining Leland to continue to impact the lives of the next generation of leaders. I have experience in career coaching, interview preparation, resume review, networking, internship to full-time offer coaching, financial modeling, and building your brand. I want to bring my track record of success stories to you.
Senior Customer Success Manager
Clear Street
July 2020 - November 2022
Managed, coached, & mentored a team of seven staff members; together we built a new department in the organization focused on delivering individualized & tailored customer service to each of our 800+ retail trading clients. Brainstormed & implemented business strategies, operational improvements, & client/team engagement events. Spearheaded cross-functional collaboration to align customer success strategies with marketing, product development, risk management, & stock loan goals.
Founder, Investment Banking & Trading Coach
NewDay Coaching
December 2018 - September 2020
Partnered with the ModernGuild internship prep program to provide virtual 1-on-1 industry coaching for investment banking & financial analyst internship positions to motivated college students to accelerate their career paths. Prepared over 150 students for Wall Street technical & behavioral interviews. Collaborated with ModernGuild staff members & management to consistently create new content & improve the student’s interview preparation experience. -------------------------------------------------------------------------- Developed a comprehensive 10-week virtual trading course in which I taught clients everything I have learned over the past 11 years I have traded & what I have learned from the thousands of hours of trading & studying. Partnered with various constituents to help market & attract new clients. Provided virtual 1-on-1 coaching to each client to help them solidify the trading strategies & identify opportunities for growth.
Investment Banking Program Manager & Coach
Sponsors for Educational Opportunity
August 2015 - October 2018
Managed a program of over 400 investment banking interns, over 3 years, to achieve a collective full-time offer rate of 75-90% by developing intern’s understanding of the technical aspects of the role & coaching them to successfully navigate their internship. Built & managed databases for performance analysis of interns for management, board members, & partner firms. Managed the recruiting efforts across the Northeast of the US by hosting on-campus events, webinars, & utilizing the SEO alumni network to increase the number of applications. Helped create the “SEO EDGE” intern matching/interview preparation process for 13 partner firms including: Citi, Evercore, Goldman Sachs, JP Morgan, Lazard, Morgan Stanley, RBC, & UBS.
Investment Banking Associate, Global Energy Group
StormHarbour
February 2015 - August 2015
Worked on multiple transactions, including sell-side & buy-side mergers & acquisitions, restructurings, & debt & equity financings in the U.S. & Latin America; managing a team of three analysts to create marketing materials. Assisted in the due diligence process & research efforts of companies & prepared standalone operational models, company valuations, & cash flow analysis to determine optimal solutions for clients.
Investment Banking Associate, Global Mergers & Acquisitions
Espirito Santo Investment Bank
September 2013 - September 2014
Generated merger & acquisition ideas researching buyer/target opportunities across the retail, industrial, & energy sectors in the US, Latin America, & Europe. Performed financial & operational due diligence, including financial models, company visits, & direct management interaction. Prepared materials for financial advisory presentations, confidential selling memorandums, & internal presentations.
Investment Banking Analyst, Global Leveraged Finance
Barclays
June 2011 - June 2013
Performed quarterly comparable company analyses focused on capital structure & credit performance across the natural resources, power, & chemicals industries to evaluate issuing opportunities for clients. Modeled refinancings, cost of debt, capital structure, & deleveraging capabilities based on cash flow & returns analyses. Examined governing credit documentation & existing capital structure to propose strategic transactions to generate financing alternatives that pair cost of capital & operational/tactical flexibility. Analyzed trends in the leveraged, leveraged buyout, & CDS markets to support the origination & syndication processes. Executed $40 billion+ of high yield bonds & leveraged loans for 50+ transactions during most active year in global HY history.
Education
CUNY Baruch College
Bachelor of Arts (B.A.), Economics and Corporate Communications (Dual Majors)
2005 - 2010
Grade: Cum Laude
28 Reviews
Overall Rating
5.0
Giuseppe has helped clients get into these companies: