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.

My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 3 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I cover the technology sector in the investment bank and have served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I have been heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

I was successfully able to break into sales and trading after my undergraduate studies without ever taking a single finance class. I excel in teaching individuals from non-target schools, unique backgrounds, or who are making big career pivots how to tell their story and connect with interviewers in the space. Currently, I am a Vice President of Corporate Development at JPMorgan Chase, former Senior Associate in Equity Research, and a former analyst and associate in S&T at Morgan Stanley, I have firsthand knowledge of what top firms are looking for in candidates. My journey has equipped me with the skills to guide you through the nuances of the recruitment process, from crafting compelling applications to mastering interviews. Let's work together to navigate your path to success!

As a CFA Charterholder with a robust background in the financial services industry, I bring a wealth of knowledge and hands-on experience to propel you toward success in your investment banking career. I possess a deep understanding of the technical expertise and strategic mindset needed to excel in this competitive field. Beyond my technical skills, I have mentored aspiring finance professionals and college students, guiding them through their career journeys—from mastering interviews to excelling in their roles. Whether you're preparing for your first investment banking position or aiming to elevate your career, I'll provide personalized guidance and actionable strategies to help you stand out and achieve your goals. Together, we'll unlock your full potential in the finance industry!

With 6+ years of IB/PE experience, I'm here to help you navigate your career path in this competitive field My background also includes roles at 3 different PE funds, plus two years of investment banking and two years of strategy/operations at one of my firms' portfolio companies. I'm a recent graduate from Wharton's MBA program and am now working at a MM PE fund. I started off as a non-target candidate from the University to Arizona and have navigated my career thus far primarily through my own networking strategies. Whether you're looking to break into investment banking / private equity or advance your career, I'm excited to share my insights and strategies with you!

interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications.

Hello and welcome to my profile! With a solid foundation in finance from my time as an Investment Banking Analyst at Goldman Sachs and a Private Equity Associate at BlackRock, I bring firsthand industry experience to my coaching. Over the years, I've successfully guided several individuals through the competitive finance recruitment process, helping them secure positions at top firms. My approach is tailored to each client's unique strengths, focusing on resume refinement, interview preparation, and networking strategies. If you're aiming to break into investment banking, private equity or venture capital, let's connect and craft a plan to achieve your career goals!

Seasoned investment professional with proven success in top-tier firms, having networked from a non-target university into Goldman Sachs' TMT group and Warburg Pincus' technology private equity team. Extensive experience preparing for and excelling in technical interviews and modeling tests across multiple roles. Demonstrated leadership and mentorship abilities through spearheading training programs at both Goldman Sachs and Warburg Pincus. Leverages deep industry knowledge, technical expertise, and a track record of high performance to provide valuable guidance to aspiring finance professionals. Well-equipped to coach students on navigating the competitive recruitment landscape and developing essential skills for success in private equity and investment banking.

Welcome to my profile! As an incoming Investment Banking Summer Analyst at Deutsche Bank and a seasoned Business Development Intern at Flutterwave, I bring a wealth of experience in risk assessment, quantitative analytics, and business growth. My academic journey at Stanford University, where I major in Management Science and Engineering with a Data Science minor, and my study abroad at the University of Oxford, have equipped me with a robust analytical and global perspective. I have also honed my financial modeling and market analysis skills through roles at Stanford Finance and ASES Breakthrough. Whether you're aiming to break into investment banking or refine your application strategy, I'm here to help you succeed. Reach out to start your journey towards a top-tier investment banking career!

I'm excited that you are taking the initiative to elevate your recruitment game. As a Management Trainee at Morgan Stanley, I have developed deep expertise across multiple business areas, including Investment Banking Advisory, Global Financial Crimes Prevention, Equities Sales and Trading, and Operational Risks. I was the first-ever Graduate Analyst in Asia Pacific selected for the prestigious three-year rotational program, with an offer rate of less than 1%! I graduated with First Class Honours from the University of Hong Kong, where I co-founded the HKU Women in Finance Society and received some of the most competitive merit scholarships and graduate fellowships in the world. I have reviewed hundreds of applicant resumes, and successfully coached dozens of individuals to break into top investment banking roles, leveraging my comprehensive industry knowledge and first-hand experience. Reach out to me to craft a winning strategy for your investment banking career!