Public bio:
- Currently work at EIG, focused on investments across the capital stack in power, energy & infrastructure sectors
- Have deep exposure to and familiar with various investment structures including structured equity, credit, and take-privates
- Previously worked in investment banking at Moelis (NYC) and CIBC (Canada)
- Originally from Korea, raised in Canada, worked in New York, and currently in Washington, DC
Public bio:
An accomplished Investment Banker and Finance professional with over 14 years of Industry experience spanning Risk and Control, Trade support, Client Services and Change management role across Asia and Africa.
A qualified M.B.A (HKUST), Chartered Accountant (ICAI), Cost & Works Accountant (ICWAI), Company Secretary (ICSI), Cost & Management Accountant (CIMA), holding honorary CPA (NBAA) as well as dual Bachelor in B.B.A(H) and B.Com (H), I currently manage Prime Equities Middle office team covering Margin, Stock Borrow Loan, Swap, Trade support and Client services functions. The role requires critical thinking, quick decision making and strong control mindset while providing continuous high quality support to 200+ global clients as well as various stakeholders across the corporate functions.
Prior to the above, I was handling responsibilities as Financial Controller / Assistant Financial Controller / Finance Manager for a number of MNC's like PDS Ltd, Must Garments, Tata Africa Holdings (Tanzania) Ltd, RSA Limited, Rajinder Motors Limited based in Hong Kong and Africa.
Public bio:
- Have coached dozens of candidates for elite MBA programs, UG, and IB
- Currently VP, Finance at a RE Developer focusing on sourcing and underwriting development opportunities.
- Spent ~2 years as an Associate in Credit Suisse's Technology Investment Banking Coverage group
- Obtained MBA at UVA Darden
- Cofounded an Insurtech Startup
- Began my career in UHNW Wealth Management and was a CFP for several years
Public bio:
- Former McKinsey consultant, now in Corporate Strategy at Bulge Bracket Bank
- NYC based
- Wharton finance ungrad
- Advisor and coach for MBB recruiting and Corporate Strategy
Public bio:
Female investment professional with international experience. Background in consulting. Solid track record as mentor both through formal employer programs and informal networks. Multilingual.
Public bio:
I'm Eric Rothschild, a hedge fund and private equity professional with over ten years of experience in financial models and investment research. I've used my skillset to help buy-side decision makers gain investment insights, and to help founders plan for new businesses or make improvements in existing ones.
I graduated from Emory University's Goizueta Business School in 2013. I began my career as a Corporate Finance & Restructuring Analyst at FTI Consulting before moving to the buyside as an Investment Analyst at Bronson Point Capital, a long/short equity hedge fund founded by managers from SAC Capital and Pequot Capital. I've spent the past several years providing Fractional CFO and Transaction Advisory services to lower-mid market companies and their investors by building models to evaluate key investment and business decisions.
I would look forward to mentoring the next generation interested in breaking into the front office of a private equity or hedge fund business.
Public bio:
Currently building Asia's largest ocean tech fund, Karin has experienced multiple stages of the start-up journey, having worked both as an early stage startup operator and investor, participating in fundraising efforts from $200k all the way to $140M. At Ula, an Indonesian B2B tech start-up, Karin was responsible for driving fundraising up to Series B, leading strategy, corporate development, PR and investor relations and building the company's culture. At Big Idea Ventures, an early stage foodtech VC, Karin was responsible for running the accelerator and APAC portfolio. Previously she was a management consultant at McKinsey, based in South East Asia, South Africa and Europe, and worked as a Capital Markets banker in London across a wide range of debt solutions (bonds, loans, derivatives). Karin grew up in Spain, graduated from ESADE Business School and has an MBA from INSEAD.
Public bio:
- He has been in the venture capital investments since 2013 with focus on technology, media and internet
- 2 years PE Associate that executed growth equity and venture investments in companies across media, consumer, business services and technology
- 2 years at a bulge bracket bank in the M&A group
- Graduated with a BBA in Finance and Real Estate and an MBA
Public bio:
Extensive experience in the hedge fund world having worked at a large, multi-strategy hedge fund, a family office, and an emerging hedge fund.
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
Join the 1,000+ candidates just like you who have already used the WSO Mentor Service
If you’re reading this, you’re here for a reason: because you want to be one of the very few who gets an an elite job and because you need help doing it. The choice really is yours. And your opportunity really is limited.
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