
Giuseppe S.
5.0
Professional Investment Banking Coach | 15+ yrs exp | 1,000+ Coached
Studied at CUNY Baruch College
Worked at Barclays
Available Monday at 4:00 PM UTC
Questions? Start chatting with this coach before you get started.
Giuseppe’s free events & group classes
Giuseppe’s Investment Banking Qualifications
Coaches professionally
Experience level: Associate
100+ people coached for Investment Banking
Giuseppe has helped clients get into these companies:
Welcome to my profile! With over 15 years of experience in the investment banking and coaching industry, I have successfully coached and mentored over 1,000 college students, helping them secure positions at top firms like Goldman Sachs, JP Morgan, and Morgan Stanley. As a former Investment Banking Program Manager at Sponsors for Educational Opportunity, I managed a program of 400+ interns, achieving a full-time offer rate of 75-90%. My expertise spans career coaching, interview preparation, resume review, and networking strategies. Whether you're preparing for technical interviews or navigating the transition from internship to full-time roles, I'm here to guide you every step of the way. Let's work together to accelerate your career in investment banking!
Giuseppe can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Cover Letters
Valuation
Resume Review
Networking Strategy
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
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: