Get Clarity on Your Career — In 90 Minutes

Most buy-side analysts hit a wall somewhere between year two and year seven. The technical work is strong. But the path forward — to a bigger role, more responsibility, or eventually a seat at the PM table — isn't clear. And there's rarely someone inside your firm who will tell you directly what it takes.

That's what this session is for.

In 90 minutes, we'll assess where you are, identify the two or three moves that will have the most impact on your career in the next 12 months, and build a clear action plan you can implement immediately.

This is not a motivational conversation. It's a strategic one — grounded in 25 years of experience at Wellington, Oaktree, Prudential, and First Manhattan.

What you'll walk away with:

• A clear read on where you stand and what's actually holding you back

• Two or three specific, high-leverage career moves to prioritize now

• A practical action plan you can start implementing this week

Who this is for: Buy-side investment analysts at long-only funds, hedge funds, PE, VC, or family offices — typically with two to ten years of experience — who are serious about accelerating their career trajectory. See scheduling options below.

Guarantee: If you don't leave with at least three actionable career moves you can implement in the next 30 days, I'll refund your session in full.

• First time speaking with Juan? Book a First Mentoring Session.

• Returning client? Book a Follow-On Session.

First Mentoring Session

90 min | $900