I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

I worked for two years at Morgan Stanley in the Tech Banking Group in NYC under Jeff Hoffmeister and Michael Grimes. I worked on a number of IPO and M&A opportunities and made a successful jump to a VC / GE job in NYC investing in Series A/B Tech companies

Are you striving to break into investment banking from a non-target or semi-target school? I’ve been in your shoes and successfully navigated the path to securing two IB internships and a full-time role at a private equity megafund. During my internships at Bank of America’s REGL Group, I gained hands-on experience with equity and debt capital raises, M&A, and IPOs, while developing deep insights into REITs and the cruise industry. Completing two capstone projects during my sophomore and junior summers enabled me to master execution at the desk and understand what it takes to deliver high-quality work from start to finish. Alongside advancing my own career, I’ve committed to mentoring students, helping them overcome barriers to breaking into Wall Street. Let me help you stand out and achieve your career goals with personalized guidance and actionable strategies.

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

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

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

Welcome to my profile! I'm Milton Parra, a Vice President at Author Capital Partners, a Chicago-based lower middle market private equity firm. With a background in investment banking and private equity, I have extensive experience advising and investing across the capital structure. I have worked on a range of corporate transactions and sectors, honing my expertise in M&A and restructuring. I am passionate about helping aspiring students and young professionals navigate the competitive landscape and achieve their career goals, whether in private equity or investment banking. Whether you need guidance on networking, interview preparation, or breaking into the industry, I'm here to provide personalized coaching and support. Let's connect and discuss how I can help you succeed.

Welcome to my profile! As a former Investment Banking Analyst at Citi and Private Equity Associate at Serent Capital, I bring a wealth of experience from top-tier financial institutions to my coaching practice. Currently pursuing my MBA at Wharton, I have successfully guided over 50 individuals through the competitive landscape of investment banking and private equity. My expertise lies in helping clients craft compelling resumes, excel in technical interviews, and strategically plan their career paths. Whether you're aiming to break into investment banking or advance within the industry, I'm here to support your journey. Let's connect and work together to achieve your career aspirations!