Matt O.

Matt O.

5.0

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Tower Arch Capital Logo

Worked at Tower Arch Capital

Available tomorrow at 1:00 AM UTC

Usually responds within 5 hours

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About Matt

Over the last six years, I've worked with multiple firms across the investment landscape on both the buy and sell side. While a sophomore at BYU, I successfully recruited into investment banking which translated into a full-time offer. After a year in banking, I once again found recruiting success when I landed a lateral offer from Evercore. I spent the most recent two years working in private equity and am now pursuing an MBA at Wharton. My background and mentorship experience have taught me precisely what attributes, skills, and intangibles investment banks are looking for and, more importantly, how to cultivate those in a candidate. My coaching is effective and tailored to each individual. If you're looking to break into banking but feel overwhelmed, adrift, or maybe just want a little added weight in your corner, let's connect.

Why do I coach?

Investment banking is a notoriously difficult field to break into. Mentors play an integral role in preparing candidates for the rigors of the recruiting process and helping them put their best foot forward. A huge chunk of my success is directly attributable to my own mentors. These individuals have become lifelong friends and people I continue to look up to. I coach because I am indebted to the role these mentors have played in my life, and it's something I try to pay forward. I find joy in connecting with the remarkable individuals this field attracts and fulfillment in helping people achieve their goals.

Work Experience

Tower Arch Capital Logo

Senior Associate

Tower Arch Capital

July 2022 - August 2024

Evercore Logo

Investment Banking Analyst

Evercore

July 2021 - July 2022

Piper Sandler Logo

Investment Banking Analyst

Piper Sandler

August 2020 - July 2021

BYU Finance Society Logo

President

BYU Finance Society

March 2019 - April 2020

Oversaw 600+ student organization and coordinated recruiting and placement efforts into multiple finance industries with an emphasis on investment banking. Led recruitment prep programs and networking trips in addition to providing direct mentoring to students.

Education

The Wharton School (UPenn) Logo

The Wharton School (UPenn)

MBA, Finance

2024 - 2026

Brigham Young University Logo

Brigham Young University

Bachelor's Degree, Finance

2016 - 2020

Magna cum laude

12 Reviews

Overall Rating

5.0


Knowledge

5.0

Value

5.0

Responsiveness

5.0

Supportiveness

5.0


Matt has helped clients get into these companies:

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Matt O.

Matt O.

5.0

 
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