Matt O.
5.0
Proven Investment Banking Coaching | Focus on Non-Target School Candidates
Studied at The Wharton School (UPenn)
Worked at Tower Arch Capital
Available today at 8:00 PM UTC
Usually responds within 5 hours
Questions? Start chatting with this coach before you get started.
Matt’s Investment Banking Qualifications
Experience level: Analyst
20+ people coached for Investment Banking
Matt has helped clients get into these companies:
Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations
Matt can help with:
Skill Building
LinkedIn Review
Financial Modeling
Cover Letters
Resume Review
Networking Strategy
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
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
Senior Associate
Tower Arch Capital
July 2022 - August 2024
Investment Banking Analyst
Evercore
July 2021 - July 2022
Investment Banking Analyst
Piper Sandler
August 2020 - July 2021
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)
MBA, Finance
2024 - 2026
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: