Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

- Seasoned Investment Banking or Private Equity career coach - I love sharing my finance knowledge, financial modeling skills, and perspectives on investing, business, and entrepreneurship with people who are keen to pursue a career in Finance, Investing, Private Equity, or Venture Capital - Very energized and motivated by people with a growth mindset - Currently, CEO of a GovTech SaaS company (Acquired via my Search Fund)

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

After being just 1 of a select 30 sophomore interns, at Bank of America, I progressed to complete a junior-year internship, and receive a full-time offer at the firm. Upon joining BofA full time within Global Capital Markets, I was promoted to Associate after two years of being a top-ranked analyst. During my four years I helped underwrite over $200B of capital market transactions.

Broke into investment banking out of undergrad. Understand the process and what the investment banking interview process entails.

Welcome to my profile! As an incoming Investment Banking Summer Analyst at J.P. Morgan & Co., I bring firsthand experience from navigating the competitive recruitment processes at top firms like Moelis, PJT Partners, and Guggenheim. My academic background in Finance and Data Science from NYU Stern, coupled with my roles in private equity and finance internships, equips me with a comprehensive understanding of the industry. I've successfully coached 5 individuals, helping them secure positions in investment banking by refining their resumes, honing their interview skills, and developing their networking strategies. If you're looking to break into investment banking, let's connect and craft a personalized plan to achieve your career goals!

Welcome to my profile! As a seasoned professional with experience at top firms like Ares Management and J.P. Morgan, I bring a wealth of knowledge in investment banking and private equity. My journey from a Summer Analyst to a full-time Analyst at Ares Management has equipped me with the insights and skills necessary to guide aspiring bankers through the competitive recruitment process. At Northwestern University, I honed my leadership skills as the President of the Hispanic Finance Association and founded a 501(c)(3) organization, demonstrating my commitment to excellence and community impact. Whether you're looking to break into investment banking or advance your career, I'm here to help you navigate the path to success. Let's connect and strategize your next steps!

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!

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.

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.