Jocelyn Lopez
IB and PE coach focused on lateral candidates
Studied at Brigham Young University
Works at Piper Sandler
Successful clients at
Available tomorrow at 5:30 PM UTC
Questions? Start chatting with this coach before you get started.
Jocelyn's Offerings
Custom hourly · $69/hr
Get help with Behavioral Interview Prep, Financial Modeling, and .
Jocelyn’s Investment Banking Qualifications
Experience level: Analyst
Jocelyn has helped clients get into these companies:
What sets me apart from other stellar coaches on this platform is that I didn't get into IB via a traditional route. I started my career in accounting and through a combination of networking, story crafting, technical prep, and grit found my way into a middle market investment bank. If you want to lateral to IB (or get in generally) I can help you. I had a number of significant roadblocks including poor health in my undergrad, a mediocre GPA and limited connections in IB. After figuring out which levers I needed to pull and which doors I needed to bang on, I now am almost a year into my job at Piper Sandler with a mega fund PE offer as well. Making this jump has unlocked an entire new level to my career and I am passionate about helping others in similar situations. If you can get the story right, it can take you anywhere.
Jocelyn can help with:
Behavioral Interview Prep
Financial Modeling
LinkedIn Review
Networking Strategy
Promotion Strategy
Resume Review
Skill Building
Technical Interview Prep
Work Experience
Investment Banking - Analyst
Piper Sandler
June 2024 - Present
Consultant
Chatham Financial
July 2023 - June 2024
Staff - Technical Accounting
EY
June 2022 - July 2023
• Wrote financial statement sections including MD&A, KPI’s, and key accounting policy disclosures for pre-IPO companies • Advised C-Suite of international companies as a subject matter expert on the new pay vs performance disclosure requirements • Delivered technical memos on complex accounting issues including financial instrument accounting classification, pre-IPO considerations, convertible debt issuances, financial asset transfers, hedging programs
Intern - Technical Accounting
EY
January 2021 - May 2021
• Wrote over 30 technical memos for audit and consulting clients on transaction values between $50M and $500M • Gained relevant experience on warrant accounting in SPAC transactions, writing 3 SEC pre-clear memos • Advised on diverse accounting issues including embedded feature analysis, accounting for earnings per share, temporary equity classification, pre-IPO considerations, ASC 480 liabilities, warrant classifications, and factoring arrangements
Education
Brigham Young University
Marriott School of Business, School of Accountancy
2017 - 2022
• MAcc April 2022 • Brigham Young University Scholarship Recipient, Merit-Based, • President of the Corporate Finance and Advisory Association, Member of the Finance Society and Accounting Society, Selected Participant in Deloitte's Audit Innovation Campus Challenge, 2019 Lucid Case Competition Winner
15 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Jocelyn has helped clients get into these schools:
Jocelyn has helped clients get into these companies: