INVESTMENT BANKING CAREER COACHING

Break Into Investment Banking
& Pass Your Series 79

One on one coaching, interview prep, and technical training from former bankers, built to help you land a top analyst offer and start your career strong.

WHAT WE DO

Coaching from bankers
who have been in your seat.

IB Mason helps students and young professionals land investment banking and private equity roles, and pass the Series 79. We work with candidates from target and non target schools, analysts moving to the buy side, and people starting later than their peers. Instead of a standard course, you work one on one with current and former bankers who give you direct feedback and a plan built around your background and recruiting timeline.

01

IB Recruiting Coaching

One on one coaching for bulge bracket and elite boutique recruiting. We cover your resume, networking, technical and behavioral interviews, and Superday prep, from your first coffee chat to your offer.

02

Private Equity Recruiting

For analysts moving from banking to the buy side. We prepare you for private equity, credit, and growth equity interviews, including modeling tests and deal discussions.

03

Series 79 Tutoring

One on one tutoring for the Series 79 and Series 63. We focus on the concepts behind the questions, so you understand the material instead of memorizing it, and walk into the exam ready to pass on your first try.

Trusted by Clients From

Apollo Bank of America Barclays Citi Cornell Evercore
Apollo Bank of America Barclays Citi Cornell Evercore
Goldman Sachs Harvard JPMorgan Jefferies Lazard MIT
Goldman Sachs Harvard JPMorgan Jefferies Lazard MIT
Moelis Morgan Stanley Piper Sandler Raymond James RBC Stanford
Moelis Morgan Stanley Piper Sandler Raymond James RBC Stanford
UBS University of Chicago University of Virginia Vanderbilt Virginia Tech Yale Wells Fargo
UBS University of Chicago University of Virginia Vanderbilt Virginia Tech Yale Wells Fargo
Apollo
Bank of America
Barclays
Citi
Cornell
Evercore
Goldman Sachs
Harvard
JPMorgan
Jefferies
Lazard
MIT
Moelis
Morgan Stanley
Piper Sandler
Raymond James
RBC
Stanford
UBS
University of Chicago
University of Virginia
Vanderbilt
Virginia Tech
Yale
Wells Fargo
Apollo
Bank of America
Barclays
Citi
Cornell
Evercore
Goldman Sachs
Harvard
JPMorgan
Jefferies
Lazard
MIT
Moelis
Morgan Stanley
Piper Sandler
Raymond James
RBC
Stanford
UBS
University of Chicago
University of Virginia
Vanderbilt
Virginia Tech
Yale
Wells Fargo
FOR EVERY BACKGROUND

Your Background is Not Your Destiny

Recruiting often favors students from target schools. We help level the field. Whether you are coming from a non target school, moving over from the sell side, or starting later than your peers, we build a plan that fits where you are.

100%
Bulge Brackets our Candidates Placed At
30+
Years Combined Wall Street Experience
2,500+
Hours of 1:1 Mentorship Delivered i Aggregated data sourced from public mentor profiles across Wyzant, Leland, and independent engagements.
W L IB
400+
Candidates Coached
50%
of our Placements come from Non-Target or Semi-Target Schools
~$200K+
Average Reported Total First-Year Compensation

Our Mentors vs. Traditional Preparation

Metric
IB Mason
Traditional Preparation
Coaching Approach
Customized to the candidate, firm and recruiting timeline
Standardized curriculum
Mentor Experience
Current and former bankers and investors
General career coaching
Interview Preparation
Role specific technical and behavioral mocks
Generic interview questions
Feedback
Direct, detailed and actionable
Passive content and broad guidance
Recruiting Strategy
Targeted networking and application plan
High volume applications
Accountability
Structured milestones and individual follow up
Self directed preparation
SIMPLE 4 STEP PROCESS

How Our Coaching Works

No prerecorded video libraries or bloated courses. Just direct, one on one coaching built around your recruiting timeline, from your first call to your first day on the desk.

Step 01

Strategy Call

We start with an honest look at your background, school, target banks, technical level, and recruiting timeline, then build your plan around it.

Step 02

Resume and Story

We rework your resume, LinkedIn, and "tell me about yourself" answer so screening software and bankers see your strongest experience.

Step 03

Networking and Interview Prep

You work directly with a current or former banker on cold outreach, coffee chats, technical questions, and mock interviews, with honest feedback after every session.

Step 04

Superdays, Offers and Pre Desk

We prepare you for Superdays, coach you through your offer and compensation negotiation, and get you ready for day one with pre desk training.

SERIES 79 TUTORING

Pass the Series 79 on Your First Try

One on one tutoring built around your exam date and the chapters you find hardest. We focus on understanding the concepts instead of memorizing formulas, so the material sticks on test day and on the job.

Separate from our recruiting coaching, so you can sign up for tutoring on its own.

Custom Sessions

We spend time on the chapters that matter most for you, not a fixed curriculum.

Built Around Your Timeline

A study plan that works whether your exam is one week or one month away.

See Series 79 Tutoring →

WHAT WE COVER:

  • Collection, Analysis and Evaluation of Data
  • Underwriting, New Financing Transactions, Types of Offerings and Registration of Securities
  • Mergers and Acquisitions, Tender Offers and Financial Restructuring Transactions

DIAGNOSTIC TEST

Evaluate Your Recruiting Position

Answer four quick questions to see where your recruiting profile is strong, where it needs work, and get an instant score.

1,200+ profiles modeled
Step 1 of 4

What is your target school classification?

Target University (Ivy, Wharton, Stern, etc.)
Semi Target University (UVA, Michigan, etc.)
Non Target University (All other programs)
Step 2 of 4

What is your current cumulative GPA?

3.8-4.0 (Top Tier Bracket)
3.5-3.79 (Strong standing)
Below 3.5 (Needs a stronger story)
Step 3 of 4

What is your current academic year?

Junior (Active Recruiting Phase)
Freshman / Sophomore (Before On Cycle)
Senior, Post Grad, or Lateral Candidate
Step 4 of 4

Where is your current preparation lagging the most?

Cold Outreach / Generating First Round Interviews
Technical Interviews, Valuations & DCFs
Perfecting my Personal Narrative & "Tell Me About Yourself"

Assessment Complete

0%
READINESS

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