Land An Investment Banking Job In Under 6 Months Using Our P.A.C. Method
No connections in the industry needed.
Kent
Private Equity Investor, Blackstone
Jonathan
Investment Banker, Morgan Stanley
20+ years of investment banking and wealth management experience on Wall Street, with another 8+ as a hiring manager.
Stephen
Investment Banker, Oppenheimer & Co. Inc.
20+ years of investment banking experience on Wall Street, with strong expertise in M&A, equity, debt, financial sponsors and private equity.
Anshu
Investment Banker, Goldman Sachs
10+ years of investment banking and private equity experience, having transitioned from software development.
Our Core Features
Career Roadmap
Get a step-by-step entry path tailored to your background and goals — showing you exactly how to move into banking, even with no prior experience
Work 1:1 with mentors who’ve successfully transitioned into six-figure banking roles, so you get insider guidance and proven shortcuts relevant today
Join a vibrant network of fellow finance professionals sharing insights, support, and proven success tactics to get into investment banking
“Stephen is a seasoned veteran in investment banking and was spot on with the interview process and questions. He should be the turnkey for any of your investment banking related questions.”
Patrick
Got an offer at EC M&A
“Steve is an awesome coach and an even better guy. He helped me place into a top MM in NYC from a mega non-target with a <3.5 GPA. I can’t say I’d be at this firm without him.”
Anonymous
Got an offer at Raymond James
“His support was instrumental in helping me secure a summer analyst role. He genuinely cares about his students — regularly checking in and offering guidance throughout the recruiting process.”
Anonymous
Got an offer at Oppenheimer & Co.
“Stephen mentoring was instrumental in landing job offers at Dresdner Bank and subsequently at Deloitte.”
Evgeni P
Got an offer at Dresden
I had the pleasure of connecting with Stephen during the final year of my master’s program as I was preparing to break into investment banking. His mentorship was invaluable — he provided practical guidance on outreach strategies, crafting effective emails, and navigating the recruitment process.
Boris
Got an offer at Avalon Net Worth
“Steve is an awesome coach and an even better guy. He helped me place into a top MM in NYC from a mega non-target with a <3.5gpa. The knowledge he brings to the table in terms of recruiting is vast. I can’t say I’d be at this firm without him — a truly incredible coach and mentor.”
Anonymous
Got an offer at Raymond James
"His support was instrumental in helping me secure a summer analyst role. He genuinely cares about his students—regularly checking in and offering guidance throughout the recruiting process. I’m grateful for his mentorship."
Anonymous
Got an offer at Oppenheimer & Co
"Steve was one of my early mentors as a fresh grad on Wall Street — he was instrumental in setting me up for success, and I’ve continued to seek his guidance as I advanced in my career."
Anonymous
Got an offer at Perella Weinberg Partners
Steven was the only MD I would go to if we had a serious problem. He’s the kind of guy who actually cares. He could provide an interesting perspective for anyone pursuing a junior investment banking role – he’s the one who had the final say in our group for whether to hire someone. This industry isn’t easy. But working with guys like Stephen makes it more enjoyable."
Phil C.
Got an offer at Oppenheimer & Co
Meet Our Head Mentor
Haaris Zamir
Investment Banker, Founder of Charter Mastery
What is Charter Mastery?
Charter Mastery is a company that helps people transition into six-figure banking roles. We provide the custom career planning, mentorship, resources, methodology and community you need to successfully break into the industry, with a job placement guarantee.
Who is this service for?
Our programs are designed for people trying to break into finance, especially working professionals who want to transition into investment banking without starting over from the ground up. If you feel stuck in your current role, underpaid, or looking for more prestige and growth, we’ll help you switch careers step by step.
What if I’ve failed before (CV, applications, interviews)?
Many of our clients tried on their own and didn’t succeed. With our structured guidance and accountability, you’ll avoid common mistakes and have ongoing support until you land the role.