Julia M.

Julia M.

5.0

Former Top Lazard Restructuring Analyst | Helped 200+ Students Land IB Jobs

Brigham Young University Logo

Studied at Brigham Young University

Founder of CPG Business Logo

Works at Founder of CPG Business

Available Monday at 6:00 PM UTC

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

Julia’s Investment Banking Qualifications

Experience level: Analyst

10+ people coached for Investment Banking

Julia has helped clients get into these companies:

Navigating the investment banking recruiting process is nuanced, involved and highly person. Over the last 8 years, I've leveraged my own experience as a Lazard summer and full-time analyst to help coach 200+ students through this process, including crafting their story, preparing for technical interviews and even figuring out the right home for them (city selection, size of investment bank and group placement). My approach is refined, warm and unique for each person. I take the time to understand your background, aspirations and goals. I'm excited to work with you!

Julia can help with:

Financial Modeling

Resume Review

Networking Strategy

Technical Interview Prep

Behavioral Interview Prep

View all of Julia’s categories

About Julia

Hi! My name is Julia. I am currently a private equity investor at Thoma Bravo in San Francisco. Before joining TB, I worked at Lazard NYC in their Restructuring Group for 2 years. While in college, I interned with B. Riley Investment Bank, Peterson Partners and Lazard. I served as the Co-President of BYU's Investment Banking club, and over the past 5 years, have coached over 200 people through investment banking recruiting. I've helped people land jobs at Goldman Sachs, JP Morgan, Evercore, Credit Suisse, Lazard, Morgan Stanley and other top banks. I feel especially fit to help you nail your interviews. I love helping clients articulate their stories and prepare for the technical interview portion of the process. I believe sincerity goes along way, so I will make sure to understand your background, goals and unique skills so I can help you genuinely express yourself in your recruiting journey. Looking forward to working with you!

Work Experience

Founder of CPG Business Logo

Founder

Founder of CPG Business

November 2024 - Present

Thoma Bravo Logo

Private Equity Associate, Senior Associate

Thoma Bravo

August 2021 - November 2024

Software investor

Lazard Logo

Investment Banker

Lazard

June 2019 - June 2021

Restructuring analyst

Education

Brigham Young University Logo

Brigham Young University

BS in Finance

7 Reviews

Overall Rating

5.0


Julia has helped clients get into these companies:

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Julia M.

Julia M.

5.0

 
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