Hire the Best Investment Bankers in New York

I like to hustle, I learn quick, and I'm here to help you get the job done quickly and efficiently. I currently work as a distressed credit research analyst primarily focused on special situations and distressed or restructuring companies. Previously, I spent 8 years at Moody's in New York City in both the Corporate Finance Group covering oil & gas companies (5+ years), and the Financial Institutions Group covering global systemically important banks (2 years). The skills I've learned on Wall Street make me the perfect person to help you build financials models, raise money from investors, or understand your business. My competencies are: ▸building comprehensive 3-statement financial models ▸DCF and valuation modeling ▸utilizing excel for data analysis ▸creating pitch decks using PowerPoint ▸operating in a fast-paced environment with tight deadlines.

I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance

Hi, I’m Steven. I’m an experienced investment banker at Evercore and former private equity investor who specializes exclusively in career and interview coaching and financial modeling instruction for candidates pursuing roles in investment banking, private equity, and adjacent finance paths. I work one-on-one with candidates to build strong technical foundations in financial modeling, valuation, and deal analysis, while also helping them develop clear investment thinking, polished deal walkthroughs, and confidence in high-pressure interviews. Coaching is fully tailored to your background and goals, whether you’re preparing for the SIE exams, breaking into investment banking, or recruiting for private equity. My approach is practical and experience-driven. I coach the way real interviews and case discussions actually work, drawing directly from live deal experience and current recruiting expectations rather than canned templates or outdated prep materials. If you’re looking for focused, high-signal coaching from someone currently in the seat, let’s connect.

Hey there! I'm a financial professional with experience at a bulge bracket investment, late-stage and early-stage startups. My career on Wall Street has consisted of assisting clients in the real estate, gaming and tech space with their financial and strategic ambitions. You should hire me if you're looking for someone with experience completing over $2bn in mergers and acquisitions, raising over $3bn in debt and equity, and revamping a companies financial reporting and investment framework from the ground up. I have a Bachelor of Business Administration in Finance and a Minor in Economics. I'm a business partner who can quickly evaluate, plan and execute a project while succinctly communicating updates and milestones. I genuinely enjoy helping entrepreneurs and small businesses to attain their goals and realize their aspirations. I look forward to the prospect of working with you to help achieve your full potential. Previous Real Estate projects I've completed: - Acquisition Analysis and Underwriting (any property type) - Pro Forma Statements - Market Analysis - Comp Analysis - Investment memos General Business Projects I've completed: - DCFs - Company Financials and Projections - Budgeting - Investor Presentations - Board Presentations - Raising Capital - Excel Report Creation - KPI Reports

My 15+ years of experience span private equity, venture capital, real estate investment, and executive-level operations. I specialize in investor relations, capitalization analytics, investment modeling, cap table administration, and financial operations for startups, SMBs, established businesses, attorneys, and investors. As the founder of Vestry.nyc, a boutique consulting firm, I have provided contract-based finance, administrative, and investment support to over 100 clients worldwide, including startups, real estate firms, and private capital entities. I am a Carta Certified Expert, an official Carta Partner, and a top-rated Upwork contractor. My work includes operations and general business administration support, equity administration, fundraising and transaction support, investment and cap table modeling, and investor relations. My career began in institutional real estate investment banking, and I have deep expertise in real estate investment, development, and capital markets, having worked on large-scale real estate transactions and syndications. I also have technical experience in AI, LLMs, and Python. ➡️ CORE SERVICES Finance & Cap Table Management -- Ongoing investor relations. -- Cap table creation, modeling, structuring, and cleanup (Excel, Carta, AngelList RUVs). -- Equity administration and modeling (convertibles, SAFEs, venture capital structures). -- Transaction waterfall modeling and dilution analysis. -- Fundraising support (document tracking, investor relations, wire coordination). Administrative & Compliance Operations -- Process optimization and back-office support for startups, real estate firms, law firms, and established businesses. -- HR functions: onboarding/offboarding, payroll documentation, benefits tracking. -- Document management, legal compliance, and system audits. -- CRM, virtual mailbox, and investor communications management. Real Estate Investment & Capital Markets -- Real estate cash flow and syndication modeling and investment analysis. -- Portfolio recapitalization and structuring. -- Investor relations, due diligence, and acquisitions. -- Capital markets advisory for real estate investors. Technology & AI Experience -- Significant experience with AI and LLMs, both as an end user and programmatically (e.g. Google, OpenAI, and other commercial LLM APIs). -- Technical skills: Python, Microsoft Excel (expert), Carta (Certified Expert), modern workplace tools. Rapid tech learner, will adapt to any software with little ramp-up time. ➡️ BACKGROUND & CREDENTIALS -- Founder, Vestry.nyc - Providing contract-based finance, real estate, and administrative operations for 100+ businesses globally. -- 15+ years in capital markets & private investment, including private equity, real estate development, and investment banking. -- Past roles: Head of Real Estate, VP Capital Markets, Director of Acquisitions, Investment Banking Analyst. -- M.S., Real Estate Finance & Investment – New York University (Dean’s Fellowship for academic excellence). -- B.A., French Language & Literature – SUNY Oswego (Study abroad at La Sorbonne, Paris). -- New York State-licensed Real Estate Broker & Certified Instructor. -- Carta Certified Expert. -- Official Carta Partner. -- Past FINRA Series 7 & 63 Licensed.

Experienced Chief Financial Officer with a demonstrated history in Private Equity and Venture Capital, with a growing focus on leveraging AI to drive efficiency, scalability, and better decision-making across finance functions. Proven ability to build and optimize infrastructure for venture and private equity firms, combining deep financial expertise with modern tools and automation. Skilled in analytics, strategic planning, budgeting, forecasting, valuation modeling, portfolio construction modeling, and financial reporting. Adept at applying AI and data-driven solutions to streamline workflows, enhance reporting accuracy, and unlock insights that support investment and operational decisions.