Julia M.
Julia M.

Investment Banking + Private Equity Coach

5 years experience

Packages starting at $50

About Julia

Hi! My name is Julia. I am currently a private equity investor at Thoma Bravo in San Francisco. Before joining TB, I worked at Lazard NYC in their Restructuring Group for 2 years. While in college, I interned with B. Riley Investment Bank, Peterson Partners and Lazard. I served as the Co-President of BYU's Investment Banking club, and over the past 5 years, have coached over 200 people through investment banking recruiting. I've helped people land jobs at Goldman Sachs, JP Morgan, Evercore, Credit Suisse, Lazard, Morgan Stanley and other top banks. I feel especially fit to help you nail your interviews. I love helping clients articulate their stories and prepare for the technical interview portion of the process. I believe sincerity goes along way, so I will make sure to understand your background, goals and unique skills so I can help you genuinely express yourself in your recruiting journey. Looking forward to working with you!

Categories Julia coaches for

Investment Banking
Private Equity


Hourly rate

$150 per hour

All services provided at an hourly rate.



Investment Banking

Class: Navigating the Investment Banking Recruiting Process (May 21 @ 9am PT)

Class duration: 90 mins In this class, I will teach you how to navigate the IB recruiting process and share tips and best practices to help you nail the interview process. Here’s what will be covered in the class: - How to navigate the investment banking recruiting process - How to craft your story and stand out as a candidate - How to prepare for the technical and behavioral interviews - How to manage banking offers


Thoma Bravo Logo

Thoma Bravo

Private Equity Associate

August 2021 - Present

Software investor

Lazard Logo


Investment Banker

June 2019 - June 2021

Restructuring analyst


Brigham Young University Logo

Brigham Young University

BS in Finance

Services Offered

Investment Banking

Technical Interview Prep

Networking Strategy

Resume Review

Behavioral Interview Prep

Financial Modeling

Private Equity

Technical Interview Prep

Networking Strategy

Resume Review

Behavioral Interview Prep

Promotion Strategy

Deal Execution

Due Diligence

Working With Headhunters