Giuseppe S.

Giuseppe S.

5.0

Professional Investment Banking Coach | 15+ yrs exp | 1,000+ Coached

CUNY Baruch College  Logo

Studied at CUNY Baruch College

Barclays Logo

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

Common Summer Internship Mistakes & How To Avoid Them

Common Summer Internship Mistakes & How To Avoid Them

Wed, Apr 23 from 11:00 PM – 12:00 AM UTC

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

View all of Giuseppe’s categories

Work Experience

Self-Employed Logo

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.

Clear Street Logo

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.

NewDay Coaching Logo

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.

Sponsors for Educational Opportunity  Logo

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.

StormHarbour Logo

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.

Espirito Santo Investment Bank Logo

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.

Barclays Logo

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  Logo

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:

Loading reviews...
Giuseppe S.

Giuseppe S.

5.0

Sign in
Free events