Bruce Klein Career Coaching
Specializing in finance and investment banking
About Bruce Klein
I spent 28 years in the Investment Banking world, most recently as Head of High Yield Credit Research at Credit Suisse. I started my career on Wall Street in 1987 after receiving an MBA in Finance from Fordham University. I then spent 11 years at Donaldson, Lufkin, Jenrette (DLJ), as a research analyst. Following that, I worked for 16 years at Credit Suisse as a Managing Director, covering several industries as a high yield bond analyst and becoming Head of High yield credit research. While at Credit Suisse, I also sat on several committees, including the Managing Directors admitting committee. I also ran the Summer internship program for research analysts, and conducted countless candidate interviews. Additionally, in 2011, I was voted into the Institutional Investor Magazine’s All Star Hall of Fame for high yield research analysts, having achieved a record 17 consecutive annual rankings.
Philosophy
My approach is a private and customized one-on-one coaching/tutoring process with instant feedback and open Q&A. I tailor sessions to meet my client’s needs at whatever level they are starting from. In today’s busy, ever changing, stressful, and competitive Wall Street environment, I believe that students/young professionals will benefit from the support of a seasoned Wall Street professional who will teach, guide, and mentor them. I specialize in converting student’s academic background to the “real investment world”. We also know that knowledge reduces stress and improves performance, particularly during the interview process. After spending 28 years in the investment world, including 5 years as head of the Credit Suisse high yield research department, I believe my skill set uniquely qualifies me to coach students/professionals who are interested in pursuing Finance/Investment banking careers.
I am flexible with my hours and can meet in person or via Skype. Coaching can be structured as individual sessions or packages. A “boot camp/crash course” approach can also be easily structured to meet your needs. A professional “best practices” process is always followed.
Students or professionals who have secured finance jobs, but want coaching in order to “hit the ground running” with tangible “real world” financial modeling and other skills under their belt, should consider our coaching services as well.
Services
Financial statement analysis
Build, analyze, and interpret financial spreadsheet models from scratch, using excel, with particular focus on cash flow, income statement, balance sheet, and capitalization tables (input historical data and develop drivers for financial
Teach basic accounting skills
Discussion/Debate about company results, trends, strategy and other observations after reading Management Discussion and Analysis (MD&A) and other industry reports
Develop key financial ratios for discussion and analysis
Perform ratio analysis for equity, debt, and corporate finance purposes
Develop both trading and transaction value comparable spreadsheets
Learn to choose appropriate comps & benchmarks
Learn to adjust operating results for non-recurring items to improve the integrity of the financial data for comparing companies
Stock/bond market and current event discussion and analysis
Wall Street Journal – daily reading highly recommended; followed by analysis/discussion/debate
Current global economic topics/trends
Learn key industry technical terms and finance jargon used in job interviews
Personal proprietary glossary
Create your own proprietary personal glossary of Finance definitions/concepts as a continuing career referral tool
Practice tests
Practice tests for credit (bonds), equity (stocks), and Investment banking positions
Resume/cover letter preparation
Analysis and review
Resume addendum to include several of your own uniquely developed financial models as a “deliverable” for job interviews
Interview prep
Behavioral topics include leadership issues, career goals, collaboration, demonstrated interest patterns, interviewer questions, etc.
Technical topics include financial statement analysis, valuation methodologies, ratio analysis, securities markets, economic trends/current events, company specific questions, etc
Networking/job discussion strategies
Alumni networking
On campus recruiting strategies
Social networking