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Simon
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Mastering Deals and Strategy | Seasoned coach
Leadership
Portfolio Growth
Deal Execution
English
Canada (UTC -4)
USD 149 / h
Mastering Deals and Strategy | Seasoned coach
Leadership
Portfolio Growth
Deal Execution
USD 149 / h
Statistics
Finance
0 Coachings
52 Q&A Upvotes
0 Awards
About Simon
Coaching Approach
Work Experience

Hi, I’m Simon!

With nearly 10 years in investment banking at RBC Capital Markets, J.P. Morgan, and Goldman Sachs, I’ve worked on a wide range of M&A deals, capital raises, and strategic advisory projects. Along the way, I developed a strong understanding of the skills and mindset needed to succeed in high-stakes finance roles.

During my time in the industry, I also spent a lot of time mentoring junior professionals, helping them navigate the challenges of breaking into finance and advancing their careers. This eventually led me to transition into career coaching, where I now focus on helping aspiring finance professionals prepare for interviews, develop technical skills, and build strong career strategies.

If you’re looking for guidance on breaking into investment banking, refining your interview approach, or making the next move in your finance career, I’d be happy to help. Feel free to reach out!

Breaking into finance is tough, but the right preparation makes all the difference. My approach is practical, personalized, and results-driven, helping you stand out in a competitive industry.

Tailored Coaching: Focused on your specific goals—whether it’s technical interviews, resume refinement, or networking strategies.
Industry Insights: Drawing from my experience at RBC, J.P. Morgan, and Goldman Sachs, I provide insider knowledge on what top firms look for.
Hands-On Preparation: Mock interviews, real case studies, and direct feedback to build confidence and sharpen your skills.
Career Strategy: Guidance beyond recruitment—helping you navigate promotions, career transitions, and long-term success in finance.

If you’re looking for structured, effective coaching, let’s connect!

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Work Experience
Finance Career Coach
Self-employed
2023 - now
Senior Associate - Investment Banking
Goldman Sachs
2019 - 2022
Senior Associate
J.P. Morgan
2018 - 2019
Investment Banking Associate
J.P. Morgan
2015 - 2018
Investment Banking Analyst
RBC Capital Markets
2013 - 2015
Education
Master student
London School of Economics and Political Science
2011 - 2013
Financial Management
Bachelor student
University of Cambridge
2008 - 2011
Economics, business administration
Community Contributions
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