Investment Banking Coaches, Events, and Resources

With 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

I'm Yudhajit, a finance professional and coach with 9+ years of experience across M&A consulting, investment banking, and financial modeling instruction. I’ve worked at Deloitte Consulting (M&A and tech), completed my MBA at NYU Stern with a focus on finance and strategy, and most recently, trained future investment bankers at top firms as a Teaching Associate at Training the Street. I specialize in coaching students and early-career professionals who are targeting roles in investment banking, private equity, and corporate finance. I can help you build technical fluency in Excel, accounting, valuation (DCF, comps, LBO), and financial modeling from scratch, or polish your existing skills to stand out in interviews and on the job. Whether you’re preparing for an investment banking superday, building your first 3-statement model, or seeking a mentor to keep you accountable—I'd love to work with you.

Group focus / specialty: Technology (TMT) 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 5 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 covered the technology sector in the investment bank and served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I was 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

Hi, welcome to my profile! With extensive experience in M&A and capital raising, including roles as a Senior Analyst at Citi and a Junior Analyst at Olsen Palmer, I bring a wealth of knowledge to help you break into this competitive field. I've been part of the summer analyst selection committee at Citi and contributed to Placement Day panels, giving me a keen insight into what top firms are looking for in candidates. As a co-founder and COO of CurraPay, I also understand the entrepreneurial side of finance and how to apply the skills you learn/learned in IB to your own future ventures. I've successfully coached several individuals to secure positions in investment banking, and I'm excited to help you achieve your career goals. Let's connect and work together to craft a holistic and winning strategy to make your application stand out! Onwards!

I have worked at Goldman Sachs (TMT IB), Stifel (TMT IB), and J.P. Morgan (Corporate Banking). I can help you prepare for summer analyst recruiting, full-time recruiting (which is super unstructured), or lateral recruiting -- I've done all 3. I have also helped 75 individuals prepare for technical, behavioral, networking meetings, resume prep, and everything in between.

🚫 I may not be the right coach for you — yes, you read that right! If you're looking for a magical solution to break into Investment Banking, this isn’t it. ❌ If you’re still reading… I still may not be the right coach for you. If you already come from a strong finance background, chances are you know more than I do! 🧠📊 Still here? 👀 That’s probably because you’re trying to pivot into Investment Banking. 🔄💰 And this is where I know I can add tremendous value. 👩🏽‍💻 A little about me: I'm an Indian female engineer turned management consultant. Most recruiters would probably categorize my profile as a classic non-traditional candidate. I’m currently pursuing my MBA at Wharton, UPenn, and successfully landed two summer internship offers from top Investment Banks in New York. 🗽💼 📞 Types of Coaching Calls I Recommend 1. "Help me get started" 🚦 We’ll do a full profile analysis, understand your specific circumstances, and chart a personalized roadmap with clear next steps. 🛣️🗂️ 2. "Help my Resume" 📄🔍 A detailed session covering structure, formatting, section-by-section strategy, and a line-by-line review. (Remember — attention to detail is everything in banking! 🧾✅) 3. "Help me strategize" 🧠⚔️ Still debating BBs vs EBs? Product vs Industry groups? Let’s find where you fit best and build a strategy to maximize your chances. 🎯 4. "Help me master networking" ☕🤝 Includes a short mock coffee chat + tailored advice to help you be more effective (and memorable!). As an international student with zero finance experience, I had to learn the hard way. Let me help you skip that learning curve. 🚀 5. "Help me plan my technical prep" 📘⏳ Let’s build a customized technical prep strategy — the best resources, timelines, and milestones — that works with your schedule, not against it. 🗓️🔧 6. "Help me prep for industry and deal discussions" 💬📈 From deal templates and elevator pitches to industry insights — we’ll prep you to stand out in coffee chats and handle even the dreaded nth-level follow-ups like a pro. 🧩💼 7. "Help me get that interview invite" ✉️🔓 You're in the crucial weeks before first-round interviews. Let's talk low-touch vs high-touch strategies and how to stay tactically on radar. 🎯📬 8. "Help me prep for interviews" 🎤📚 Wait — hurray! You’re over the first hurdle. Just by getting that interview invite, your chances of landing the job have gone up tenfold! 🎉 Now it’s time to make it count. We’ll kick off with a short mock (technical + behavioral), assess where you stand, and create a personalized prep plan to help you crush both technicals and behaviorals with ~2-3 weeks of structured prep. 🔥🧠✅ 9. "Let’s do a full mock (coffee chat/interview)" 🕵️‍♀️🎬 A full simulation of what’s next — whether it’s a coffee chat, first round, or Superday — followed by detailed feedback so you can refine and level up. 🧗‍♂️✨ 🛠️ Need something tailored or want to mix & match? Shoot me a message and we’ll plan a session that fits your timeline and goals perfectly. 📝📞

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.

Welcome to my profile! With an MBA from Harvard Business School and a BA in Financial Economics from Columbia University, I bring a wealth of knowledge and experience to help you break into investment banking. I have worked and recruited at Morgan Stanley and later Sycamore Partners, top IB and PE firms, with a specialization in Consumer & Retail. I will help you in any part of the process: from technical interview prep, to networking strategy, to inside perspectives on how recruiting actually works.

I have a proven track record of helping 60+ clients and mentees achieve their career goals. I bring a wealth of experience and a deep understanding of what it takes for you to succeed. My journey from a non-core school to a top-tier investment bank helps me understand exactly the stresses you are facing, and what steps are needed for you to get the offers you're aiming for. Graduating from SUNY Binghamton, I navigated the uphill battle to secure my spot at Moelis & Company. After securing my Moelis offer, I led our school's Finance Society and ran the "Investment Banking Bootcamp." Working with students just like you, this initiative has successfully established Binghamton to Wall Street pipeline, with over two dozen students annually landing front office finance roles. My experience in building and leading this program means I can design effective training and networking strategies specifically for you. At Moelis, I led the New York office's recruiting efforts, gaining firsthand knowledge of what top firms look for in candidates. By working with me, you will benefit from my expertise in identifying, screening and interviewing hundreds of candidates, ensuring you are well-prepared for the most rigorous of investment banking interviews. With my guidance, you will gain a competitive edge through tailored interview prep, strategic networking advice, and insider knowledge of the investment banking recruitment process. I am committed to helping you achieve your career goals and navigate an incredibly stressful time for you with confidence.

I have 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. I've covered: tech, industrials, consumer.