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Private Equity Director
Private Equity Director
Excellent
5
128Sessions
Member since 2016
  • New York City
  • Boston
  • ,
  • San Francisco
About the mentor

Expertise

  • Investment banking
    • Received IB offers from many bulge bracket banks and boutiques
    • Led Investment Banking college campus recruiting for alma mater - screened hundreds of resumes and conducted interviews for summer analyst and full-time analyst positions
    • Instructor for analyst and associate onboarding training program
    • Significant experience prepping / training and helping both traditional and non-traditional candidates break into Investment Banking
    • Came from non-traditional and non-finance background myself and had to develop significant networking and proactive outreach strategies to break in
  • Private equity
    • Received Associate / VP offers from a range of large cap and middle market private equity firms
    • Experience with both on-cycle and off-cycle recruiting, and navigating the increasingly accelerated recruiting process
    • Significant experience with both Associate (pre-MBA) and VP (post-MBA) recruiting
    • Managed PE Associate and VP recruiting for past 7 years - have screened hundreds of resumes and conducted case study / technical / behavioral interviews
  • Business school
    • Accepted to Harvard Business School and Stanford GSB
    • Experience helping others with planning and preparing for business school applications, including crafting the right story based on your specific professional experience
  • Other
    • Public markets (hedge fund recruiting)
    • Credit (leveraged finance, private credit, and distressed)

Background

  • Investment banking at bulge bracket bank
  • Private equity / growth equity experience at large cap private equity fund ($20 billion AUM)
  • Hedge fund experience at $50 billion+ multi-strategy fund with a flexible mandate (special situations, long/short equity, credit / distressed, activism, and private investments)
  • Private equity / venture capital, and structured / hybrid capital experience at lower middle market fund 
Expertise
  • Investment Banking
  • Private Equity
  • Hedge Fund
  • Corporate Strategy
  • Private Credit

Reviews for this mentor

Thank you for taking the time to speak with me earlier today. Your valuable advice provided me with a turning point in my thinking, helping me realize opportunities I hadn’t fully recognized before. I’m excited to apply these insights as I move forward.

I truly appreciate your guidance and look forward to staying in touch.

Thank you so much for taking the time to speak with me last week. I enjoyed our conversation and did some introspective thinking on the skills I want to develop and my long term career. I gained a lot more insight about the industry and reflected on your reasoning on why you decided not to pursue distressed / special situations opportunities. I also made sure to incorporate your feedback on my resume.

I will definitely be reaching out in the near future as I continue with buyside recruiting. Thank you again for your time. 

I cannot recommend this mentor enough. He is one of those people who you can tell are extremely intelligent within 5 minutes of first speaking to them. He has extensive experience investing across asset classes and in all parts of the capital structure. He used this knowledge to highlight the upsides and downsides of working in different sorts of buy side roles and can make recommendations based on your personality and goals.

He is very strategic about the way he thinks of career progression and proper next-steps for you in your journey. He even challenged some preconceived notions that I had on certain career paths and got me thinking about possibilities that I had incorrectly written off in the past. It is clear to me that he is an expert in the recruitment process and can speak to every phase of recruiting (Undergrad, Lateral, Pre and Post-MBA). I took 3 dense pages of notes away from our 1 hour call that I know will pay huge dividends in the future.

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