Capital Markets & Trading Coaching, Events, and Resources

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into capital markets and trading. As a former Healthcare Investment Banker at Wells Fargo Securities, I managed a team and executed over $10 billion in deals, giving me firsthand insight into what it takes to succeed in this competitive field. I also served as a Finance Instructor at UC Berkeley, teaching over 300 undergraduates about equities, fixed income, and capital markets. Currently, I train new hires in investment banking and financial modeling at Training The Street. Whether you're looking to refine your skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and chart your path to success!

Welcome to my profile! With a robust background in finance, I am currently a Hedge Fund Analyst at J.P. Morgan, where I apply my expertise in capital markets and trading to manage credit risk for investment banks. My journey includes valuable experiences as a Capital Markets Summer Analyst at Scotiabank and a Sales and Trading Summer Analyst at Piper Sandler, equipping me with a comprehensive understanding of the industry. I am passionate about helping aspiring professionals break into the competitive world of capital markets and trading. Whether you need guidance on interview preparation, resume building, or networking, I'm here to help you succeed. Let's connect and chart your path to success in the finance industry!

I’m qualified to coach in Investor Relations because I bring 4+ years of hands-on experience working at the core of capital markets communication and senior leadership decision-making. I’ve worked in Investor Relations roles at listed and capital-markets-active companies such as Adler Group and HomeToGo, where I partnered directly with CFOs, CEOs, and senior management on quarterly and annual reporting, earnings preparation, investor presentations, refinancing communication, and strategic capital-markets messaging. My work involved using professional IR tools and data platforms, coordinating with advisors, and engaging with equity and debt investors, sell-side analysts, and rating agencies on a regular (often weekly) basis. This day-to-day exposure gives me a deep understanding of what strong IR teams actually do, from owning the numbers and narrative to handling difficult investor questions and market volatility. I now coach candidates targeting Investor Relations, Capital Markets, Treasury-adjacent, and Corporate Finance roles, including professionals transitioning from investment banking, consulting, FP&A, and strategy. My coaching style is direct, honest, and high-standards. I focus on financial storytelling, capital structure clarity, earnings logic, and executive-level communication, not surface-level interview prep. If you want real IR guidance grounded in real IR work, I’d be happy to help.

Welcome to my profile! With over five years of experience at J.P. Morgan, including roles as an Investment Banking Analyst and Sales and Trading Analyst, I bring a wealth of knowledge to help you break into the competitive world of sales and trading. My journey began with internships at UBS and Bank of America, where I gained valuable insights into private wealth and entertainment banking. As an MBA candidate at MIT Sloan, I continue to refine my expertise in finance and strategy. I am passionate about mentoring aspiring professionals and have successfully guided numerous clients through the intricacies of the recruitment process. Let's work together to craft your path to success in sales and trading!

I worked at JP Morgan sales & trading for four years across rates sales and futres & options electronic sales. I have experience on both sides of sale & trading and across both fixed income and equities. As a junior I interviewed with all the bulge brackets and received an offer at almost all the banks so I have extensive interviewing experience

Seasoned Trader and Structurer with 7 years of experience across Goldman Sachs and J.P. Morgan in both London and New York. Most recently, I was a Vice President in the EMEA Structured Credit Trading team (formerly Principal Funding and Investments) at Goldman Sachs. I left Goldman Sachs in 2024 to attend Harvard Business School. I have worked across multiple asset classes, including Credit, Equities, Rates and FX. I have experience with managing people and sub-businesses within the desk, and have deployed over $1bn of capital during my career, primarily into illiquid and structured credit. Throughout my career, I have been a successful hiring manager, intern sponsor, mentor, and advocate for many. I have built a sterling reputation over time through a strong trading track record and by taking an active interest in developing and training the people around me by providing support and mentorship.

Fiona Taft is a highly experienced career and admissions coach for Master’s programs, with over a decade of demonstrated success in top-tier academic institutions such as UC Berkeley’s Haas School of Business and Stanford University’s Graduate School of Business. At Berkeley’s Master of Financial Engineering (MFE) Program, she has consistently achieved outstanding student placement outcomes (100% internship placement & 95% placement by Graduation), designed and implemented strategic employer relations initiatives, and provided tailored coaching in quantitative finance career pathways, networking, and interview preparation. In her prior role at Stanford, she led executive education programs and coached high-level professionals through career transitions and academic admissions processes. Fiona’s extensive background in admissions strategy, career development programming, and industry engagement—combined with her strong analytical and communication skills—positions her as a trusted guide for aspiring graduate students navigating the competitive admissions and recruitment landscape.

I help STEM and finance professionals break into trading, structuring, and systematic markets roles across banks, hedge funds, and prop shops. Before coaching independently, I served as Assoc. Director for Career Services for Carnegie Mellon’s MSCF program, where I worked closely with managing directors and recruiting teams responsible for front- and mid-office markets hiring across trading, desk quant, structuring, and risk My approach is practical and role-specific: profile positioning, recruiting strategy, interview prep, and skill-gap targeting for trading, strats, risk, and quant markets roles.

Welcome to my profile! With over two decades of experience as a Managing Director in Investment Banking at top firms like Morgan Stanley and Bank of America Merrill Lynch, I bring a wealth of knowledge in capital markets and sales and trading. I have deep experience coaching candidates into Equity Capital Markets (ECM), Debt Capital Markets (DCM), Leveraged Finance ("Lev Fin"), and Sales and Trading ("S&T)" including both equity and fixed income desks.