Jonathan H.

Former Jefferies Large-Cap & Mid-Cap Banks ER Coverage

Studied at Harvard Business School

Worked at American Securities

Hiring Manager

Available Monday at 6:00 PM UTC

Usually responds within 5 hours

Protected by the Leland Experience Guarantee

Available Monday at 6:00 PM UTC

Usually responds within 5 hours

Questions? Start chatting with this coach before you get started.

Jonathan’s Equity Research Qualifications

Coaches professionally

Experience level: Analyst

Jonathan has helped clients get into these companies:

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!

Jonathan can help with:

Skill Building

LinkedIn Review

Industry Research

Investment Recommendations

Cover Letters

Valuation

Resume Review

Networking Strategy

Financial Analysis

Technical Interview Prep

Equity Research Strategy

Behavioral Interview Prep

Jonathan also coaches for Investment Banking, Private Equity, MBA, FP&A, and Career Development. View all.

About Jonathan

Hi! I'm Jonathan, but most people who know me call me by my last name, Heller. I'm originally from the Riverdale section of the Bronx in New York City. I attended SUNY Binghamton for undergrad, and then spent two years in the M&A and Restructuring Investment Banking Analyst Program at Moelis & Company. After Moelis, I joined American Securities, a private equity firm based in New York. After spending three years on the Investment Team at AS, my fiance and I moved to Boston as I pursue my MBA at the Harvard Business School When not coaching, I love watching sports, playing basketball, going on bike rides, and exploring Boston.

Why do I coach?

I've found coaching and mentoring to be the most rewarding part of my professional career. When I was applying to HBS, Stanford GSB, and Wharton for business school, my essays for each school focused on the guidance I received from some truly special mentors, and how I try to pay that forward each day. I'm certain that was what got me in everywhere I applied. I look forward to helping you achieve your career goals.