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Since August 2025
Instructor since August 2025
Break into Investment Banking, Corporate Finance, M&A
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From 199.84 C$ /h
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Break into Investment Banking with insider guidance from someone who’s been exactly where you are and made it to the top. I’m an Investment Banker at Arma Partners, one of the world’s leading boutique tech focused IB firms, with 8+ years of experience spanning Big 4 Accounting, M&A, and executing deals between £100m and £1bn+ transactions. I know exactly what it takes to go from audit spreadsheets to multi-billion-dollar transactions, and because I’ve done it, and I’ve helped others do it too. Whether you’re a graduate chasing your first IB offer or a Big 4 professional plotting your leap into investment banking, I’ll give you the technical guidance, interview confidence, and strategic edge to stand out and win offers. I look forward to working with you and helping every step of the way.
Location
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At teacher's location :
  • Cat Hill, Barnet EN4 8HS, UK
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Online from United Kingdom
About Me
I’m a Technology Investment Banking Senior Associate at Arma Partners with 8+ years’ experience across investment banking, M&A, corporate finance, and accounting. I’ve advised on multi-billion-pound technology transactions and built the strategic business plans, dynamic SaaS operating models, and valuation frameworks that drive high-stakes decisions. Before banking, I qualified as a Chartered Accountant at KPMG, working in the technology and healthcare sectors, experience that gives me a unique vantage point for coaching aspiring bankers from a variety of backgrounds.

I know exactly what top firms look for - having navigated the IB recruitment process myself and served on internal hiring teams where I reviewed CVs, led interviews, and helped select incoming analyst and intern classes. Whether you’re refining your technical skills, crafting a compelling story, or trying to stand out from a non-target background, I’ve been on both sides of the table and can guide you through each step with clarity and precision.

- Why work with me? -
- Extensive network and insight into all major headhunters, banks, and funds
- Proven expertise across IB recruitment - as both a candidate and an interviewer
- Specialist knowledge of Big 4 → IB transitions, plus broader career moves into finance
- Flexible schedule and responsive support, even at short notice
- Tailored, detail-driven coaching designed to maximise your competitive edge
Education
BSc Accounting: University of Manchester (1st Class Degree)
ACA Chartered Accountant: ICAEW (First time passes)
Corporate Finance: The Chartered Institute for Securities & Investment
Diploma in Financial Studies
Experience / Qualifications
Full time
Investment Banking Senior Associate - Arma Partners (Sep-21 to Present)
Audit Associate - KPMG (Sep-18 to Aug-21)

Internships
Fintech Analyst - Central Bank of Armenia (Jul-18 to Sep-18)
Accounts and Audit - Baker Tilly (Sep-16 to Aug-17)
Age
Teenagers (13-17 years old)
Adults (18-64 years old)
Seniors (65+ years old)
Student level
Beginner
Intermediate
Advanced
Duration
60 minutes
The class is taught in
English
Availability of a typical week
(GMT -05:00)
New York
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At teacher's location and via webcam
Mon
Tue
Wed
Thu
Fri
Sat
Sun
00-04
04-08
08-12
12-16
16-20
20-24
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Chi
Hello everyone,

My name is Chi-Chi, and I am thrilled to be your tutor for this course. I bring a rich background in finance and investment management, having worked as an Equity Research Analyst at the largest financial data company in Taiwan. My experience includes conducting extensive industry research, performing financial analysis, and providing weekly stock recommendations that achieved remarkable returns. Additionally, I have hands-on experience as a Derivatives, Index, and Equity Trader, developing quantitative trading strategies and achieving impressive results.

I hold an MSc in Investment Management from Bayes Business School in London, where I excelled in modules such as Portfolio Management, Quantitative Methods, and Advanced Financial Statement Analysis. Also, I expect to graduate with distinction. I have a double major in Business Administration and Finance from National Taiwan University of Science and Technology, where I ranked in the top 10% of my class.

Throughout this course, we will delve into various aspects of investment management and financial analysis. You can expect to learn about:
1. Industry research and market dynamics
2. Comprehensive financial analysis, including discounted cash flow (DCF) and company valuations
3. Risk management techniques and tools such as Python
4. Practical strategies for trading and investment

My teaching approach will focus on real-world applications and hands-on exercises to ensure you gain practical skills that can be directly applied in the finance industry. I encourage an interactive and engaging learning environment, so please feel free to ask questions and participate actively in discussions.

I look forward to sharing my knowledge and experience with you and helping you succeed in your studies and future careers in finance.

Best regards,

Chi-Chi
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Similar classes
arrow icon previousarrow icon next
verified badge
Chi
Hello everyone,

My name is Chi-Chi, and I am thrilled to be your tutor for this course. I bring a rich background in finance and investment management, having worked as an Equity Research Analyst at the largest financial data company in Taiwan. My experience includes conducting extensive industry research, performing financial analysis, and providing weekly stock recommendations that achieved remarkable returns. Additionally, I have hands-on experience as a Derivatives, Index, and Equity Trader, developing quantitative trading strategies and achieving impressive results.

I hold an MSc in Investment Management from Bayes Business School in London, where I excelled in modules such as Portfolio Management, Quantitative Methods, and Advanced Financial Statement Analysis. Also, I expect to graduate with distinction. I have a double major in Business Administration and Finance from National Taiwan University of Science and Technology, where I ranked in the top 10% of my class.

Throughout this course, we will delve into various aspects of investment management and financial analysis. You can expect to learn about:
1. Industry research and market dynamics
2. Comprehensive financial analysis, including discounted cash flow (DCF) and company valuations
3. Risk management techniques and tools such as Python
4. Practical strategies for trading and investment

My teaching approach will focus on real-world applications and hands-on exercises to ensure you gain practical skills that can be directly applied in the finance industry. I encourage an interactive and engaging learning environment, so please feel free to ask questions and participate actively in discussions.

I look forward to sharing my knowledge and experience with you and helping you succeed in your studies and future careers in finance.

Best regards,

Chi-Chi
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