Investment Banking Career Coach supporting Black and Latino college students' career paths. Preparing students for finance internships and full-time job offers through tailored coaching and mentoring.
Responsibilities
Support and coach a cohort of Greenwood Project scholars through hybrid, virtual, and in-person programming with the goal of scholars securing and successfully completing a junior year finance summer internship.
Provide structured one-on-one coaching focused on professional readiness, interview preparation, internship performance, and long-term career development.
Facilitate small group and large group professional development sessions designed to prepare students for the rigor, expectations, and day-to-day demands of finance internships and long-term careers in the industry.
Evaluate and track scholar progress using internal rubrics, learning pathways, and roadmaps.
Collect, manage, and analyze data related to student performance, engagement, and outcomes, and regularly summarize and report findings to internal teams and relevant stakeholders.
Develop and maintain systems for student support that reflect best practices in coaching, cohort management, and talent development.
Research best practices across education, workforce development, and financial services organizations and apply insights to improve coaching methods, systems, and scholar experience.
Build and maintain strong relationships with scholars to support retention, engagement, and success throughout their participation in the Greenwood Project.
Develop and oversee feedback systems with finance partners to monitor scholar performance during internships and address development needs in real time.
Support the strategic growth of the program by contributing to scalable systems, structures, and processes that enhance student development and finance internship outcomes.
Requirements
Completed bachelor’s degree or equivalent required.
Minimum of two years of professional experience within the financial services industry required, specifically in investment banking, private credit, private equity, venture capital, or equity research.
Demonstrated ability to work effectively with individuals from diverse backgrounds and to think critically about the relationship between identity, access, and job performance.
Experience designing feedback loops, performance reviews, or development protocols focused on improving workplace outcomes.
Proven ability to work cross-functionally and collaborate with multiple stakeholders to align programs, systems, or services.
Strong analytical and problem-solving skills with the ability to use data to inform decisions and measure impact.
Excellent written and verbal communication skills, including the ability to present information clearly to different audiences.
Ability to work independently and collaboratively in a dynamic, fast-paced environment.
Master’s degree in a relevant subject area (preferred).
Experience designing systems to track and monitor performance data (preferred).
Strong Excel and AI skills (preferred).
Benefits
Equal Employment Opportunity Policy
Hybrid work schedule with in-person collaboration
Opportunities for professional growth and development
Financial Services Consultant role at Euromonitor in Dubai. Delivering insightful research and strategic analysis for top - tier clients in the financial sector.
Commercial Finance Lead at Knauf managing financial performance across multiple regions and ensuring alignment with company goals. Drive initiatives for business growth and process improvement in a family - owned company.
Financial Analyst role providing financial expertise, overseeing month - end close and collaborating with ET Directors. Focus on spending decisions and business case development.
Bilingual Financial Wellbeing Coach providing coaching to small business owners in Sacramento. Facilitating workshops and connecting clients with resources for sustainable growth.
Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy education and resources. Leading workshops and providing personalized coaching for financial wellbeing with a nonprofit focus.
Budget Analyst managing financial responsibilities at Protection Strategies, Inc. Focused on tracking expenditures and working closely with leadership on budget administration.
Finance Manager leading the Finance function at Kraft Heinz. Focused on delivering financial metrics and driving performance within the Ireland business unit.