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#1 Investment Banking Coach, Morgan Stanley Managing Dir, Harvard MBA
Joshua S.

560 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $300
Response time: 7 hours

About Joshua


Bio

UChicago BA Economics, 2+2 Admit to Harvard Business School, MBA with Honors, Rapidly promoted to Managing Director, Morgan Stanley, Investment Banking.
Also served as Partner in Private Equity and Partner in Venture Capital
Highly experienced and supportive investment banking coach. Also coach college and MBA admissions (application process - worked in admissions at UChicago), and also coach medical school applications.
Assist with outreach and networking, behaviorals, and...

UChicago BA Economics, 2+2 Admit to Harvard Business School, MBA with Honors, Rapidly promoted to Managing Director, Morgan Stanley, Investment Banking.
Also served as Partner in Private Equity and Partner in Venture Capital
Highly experienced and supportive investment banking coach. Also coach college and MBA admissions (application process - worked in admissions at UChicago), and also coach medical school applications.
Assist with outreach and networking, behaviorals, and technicals.
Outreach and networking includes resume review, cover letter drafting, use of Handshake and Linkedin, to maximum effectiveness.
Behaviorals include teamwork and collaboration, brain teasers, macros, the "Why" questions - why investment banking, why (name of firm), why (preferred group), and common HIrevue questions.
Technicals include Valuation, LBO Analysis, Accretion/Dilution (aka Merger Consequences), Three Financial Statements, Conceptual Review Questions and Brain Teasers.
Mock Interviews
My success rates, which are very high, are the same for both "target" and "non-target" schools.
Coach all industry and product groups: Consumer and Retail, Healthcare, Tech (TMT), Energy (Natural Resources), Real Estate, Sponsors/Private Equity Coverage, Industrials. Equity Capital Markets (ECM), Debt Capital Markets (DCM), Mergers and Acquisitions (M&A), and Leveraged Finance (LevFin).
Other areas adjacent to Investment Banking that I coach include:
Asset Management
Equity Resarch
Sales and Trading (S&T)
On Cycle Recruiting
Private Equity
Corporate Finance and Corporate Strategy
Management Consulting


Education

University of Chicago, National Merit Scholar
Economics and Math
Harvard Business School, MBA w/ Honors, 2+2 Admit, accepted Senior Year of College
MBA

Policies


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Approved Subjects

Business

Business

As a graduate of the #1 MBA program in the world - Harvard Business School - I have mastered most business topics. I graduated Harvard with Honors, tutored five business topics while I was there, and have tutored, lectured and taught numerous business topics, both at the graduate level and the undergraduate level. I am currently one of the top business school lecturers at my university, rated 4.8 out of a 5.0 by students.
Career Development

Career Development

I served in the Admissions office of a graduate school of business and now advise students on how to successfully apply to top graduate schools of business (Harvard, Chicago (Booth), Duke (Fuqua), Columbia, Harvard, etc. I have mentored over 30 students into top schools (MBA programs) over the years by taking a structured planful approach to: application timing, application outlining and question/answer design, reference selection, selection of schools, presenting "problematic" performance, and coaching through the interview process.
Joshua S.'s Photo

Questions? Contact Joshua before you book.

Still have questions?

Contact Joshua
Response time: 7 hours

Ratings and Reviews


Rating

5.0 (159 ratings)
5 star
(158)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Outstanding Tutor with Exceptional Industry Experience

During my transition out of the US Army, Josh was instrumental in helping me learn concepts related to private equity, investment banking, accounting, and corporate finance. He also assisted me with my business school applications and helped me matriculate into Columbia Business School's full-time MBA program. I have been working with Josh for over three years and highly recommend his services. Josh has a unique way to blend theory and real-world practice to help you understand the concepts. I highly recommend working with Josh if you have high expectations for yourself and want to reach your goals. Thanks to his help, I was able to get a bulge bracket Investment Banking Associate role in technology, media, and telecom and attend one of the best Ivy League schools in the US. Thank you for all your help, Josh!

Danny, 7 lessons with Joshua

Dedicated and Insightful Mentor with a Strategic Approach

Josh stands out as a mentor who combines dedication with insightful guidance, offering a strategic approach tailored to the nuances of equity research recruiting. His mentorship is comprehensive, covering everything from crafting outreach materials to preparing for technical and behavioral interviews, all while emphasizing structured networking strategies. Josh’s deep understanding of industry dynamics and his clear, actionable steps have made a significant impact, providing invaluable support for those pursuing careers in equity research and asset management. His approach ensures mentees feel confident and well-prepared every step of the way.

Mohamad, 3 lessons with Joshua

The best in the business!

I'm working with Josh to prepare for investment banking interviews and he is fantastic. We've been focused on technicals and he knows exactly what he's doing and how to teach the information. His sessions are organized, follow a clear structure, and despite his pedigree, he creates a low pressure environment where it's easy to learn. I feel way more prepared and the process seems much less daunting. I'm super excited to keep working with him!

Tucker, 2 lessons with Joshua

Extremely knowledgeable, patient, and encouraging!

Josh is the best tutor I've ever had! He is super intelligent and knowledgable about the finance world, and he is extremely patient and encouraging with his students. He helped me prepare for a private equity case interview, and without Josh, I don't think I would've made it to next round of interviews! I look forward to all my future sessions with Josh as he continues to help me navigate through the private equity recruiting processes.

Savanna, 2 lessons with Joshua

Great session, excited to learn more

Things with Josh are off to a great start and I feel comfortable in asking questions and thinking things through out loud with him. Looking forward to our future lessons on other areas of focus I wanted to continue to work through.

Lisa, 2 lessons with Joshua

Extremely Knowledgeable and Helpful!

Highly recommend! After messaging Joshua he had a quick turn around to hop on a meeting with me to help with my IB interviews. He offered helpful tips for my resumé and prepped me for interviews. Really patient and extremely experienced !!

Priya, 1 lesson with Joshua

Incredibly knowledgable, patient, and responsive

I cannot more highly recommend Josh! I came to Josh on very short notice asking for interview prep and he was amazing. Our time together was efficient, informative, productive, and I left feeling very well prepared. Not only is he knowledgable about the space and interview processes, but an overall great mentor too. Very responsive and a pleasure to work with!

Maggie, 1 lesson with Joshua

Experienced and knowledgeable tutor!

Josh knows the ins and outs of the Investment Banking industry and is a great guide through the application and interview process. He's given me great advice on marketing materials (cover letters, resumes, and intro emails) to get noticed in the IB application process. He's also helped me set up intro calls and prepare answers to commonly asked questions. Highly recommend Josh as a tutor whether your prepping to enter IB or an MBA program.

Kara, 2 lessons with Joshua

Great coach!

Josh's industry expertise and innate ability to convey topics succinctly and understandably is palpable. He is an invaluable asset to have when navigating the hyper-competitive investment banking recruiting cycle.

Nicholas, 1 lesson with Joshua

Like a light in the dark.

I came to Joshua with a set of goals in mind, but the path seemed dark and confusing. Joshua gave me invaluable advice that lit the way forward for me, and he even had time to provide me with advice on presenting myself better. He's got the experience, the patience, and the right attitude. I know that if I need advice regarding a career in finance, I already found the best coach there is!

Abraham, 1 lesson with Joshua
Hourly Rate: $300
Response time: 7 hours
Contact Joshua