Public bio:
VP at a private investment firm
5+ years in investment banking advisory (M&A, restructuring, capital raising) and investing.
Ex-BB Investment Banker
Lead recruiting process on student interns / analysts.
Experienced in giving out financial modelling questions, case studies, behavioural questions
Able to give you honest feedback and personal advice on your career planning.
Public bio:
- Currently an Associate at an investment firm, a multi-disciplinary asset manager with a traditional long/short hedge fund, private equity arm, and a shareholder activism practice predominately focusing on North American businesses.
- Prior to this, held three internships over the course of his undergrad. During his 2nd year internship, he interned at an investment firm, a long-only asset manager. Subsequent to this, during his second internship he was at Barclays in the Investment Banking Division. Finally, during his last internship, he was at a hedge fund focusing on long/short equity and credit investments.
- Graduated with high distinction with a BBA in Finance and Minor in Economics. Recipient of the Alumni Gold Medal for being the top student in the graduating class (calculated via four-year cumulative GPA). During the course of his university career, he was the portfolio manager of the student investment fund for 2 years. In addition, he was a part of various case competitions where he had placed in the top 3. Finally, he was a mentor for the Investment and Finance Association, where he helped aspiring students break into their desired field of finance.
Public bio:
Senior investment professional with experience across investment banking, sovereign wealth investing, and principal asset management. Began my career in valuation and financial advisory before joining Morgan Stanley in London following an MBA at IESE Business School. Currently lead complex international investment portfolios at PIF, combining transaction execution with active governance, strategic oversight, and value creation. Experienced in board governance, executive leadership, capital allocation, and long-term portfolio management. Trilingual (English, French, Arabic), with international experience across Europe and the Middle East
Public bio:
With over two decades in financial services and innovative financing, I currently lead InfraZamin Pakistan as CEO where creativity execution and sustainability converge. We work to deliver high impact infrastructure projects through the judicious use of credit enhancement strategies. My core strengths include building lasting coalitions across public, private and international sectors; embedding deep due diligence, governance, health and safety standards and risk frameworks into infrastructure projects and keeping our prime focus on financially under served sectors and groups. Through our projects we hope to amplify social, economic and environmental returns across our portfolio and keep it commercial at the same time!
I have an extensive background in asset management and investment banking covering all aspects of equity, credit, fixed income investing. Have worked in multiple jurisdictions and am keen to begin mentoring others, especially women, in navigating the world of finance.
Public bio:
In between private equity roles and have some time / want to give back so doing informational calls for a nominal fee (lowest I can do on WSO).
Worked in Morgan Stanley investment banking as an analyst and General Atlantic as a Senior Associate.
Did by MBA at Wharton and undergrad at Chapel Hill studying CS and Business.
Have experience / also considered public investing and start up roles.
Industry specialty in healthcare (non-therapeutic).
Public bio:
- 5 years of experience across bulge-bracket investment banking (industrials, consumer) and middle-market private equity (industrials)
- Have interviewed numerous students for banking roles and helped lead campus recruiting efforts, interviewing dozens
- Founded and grew a student development program that has placed 30+ students into Wall Street roles, giving me deep experience coaching nontraditional and underrepresented candidates into high-finance seats
Public bio:
I am a markets professional with specialization in equity product structuring. I was also deeply involved in campus recruiting for the 17 years I worked at a bulge bracket bank. I have a deep understanding of the process and can offer value through resume reviews, mock interviews, informational interviews, and mentorship to those looking to break into the high finance world.
I also wrote the Wall Street Oasis S&T Interview Course!
Public bio:
- Former Cross-Asset Sales Trader at Goldman Sachs, advising hedge funds and family offices on execution and strategy across equities, FX, and derivatives
- Experience across top-tier buy- and sell-side firms including Goldman Sachs, PIMCO, BlackRock, and Schonfeld
- Background spans trading, strategy, and quant analysis across global markets and asset classes
- Strong technical foundation in Python, SQL, Bloomberg API, and data-driven market tools
- D1 NCAA athlete with a BS in Mathematics & Economics (Magna Cum Laude) from Northeastern University
- Focused on helping candidates navigate front-office roles, refine their story, and stand out in competitive recruiting
Public bio:
I am a Fixed Income professional with experience across sales, trading and portfolio management at leading European financial institutions. My career spans credit, rates and emerging markets.
Having worked across both buy-side and sell-side roles, I bring a practical, insider perspective on how markets and the industry truly function.
As a former professional athlete, I apply a strong performance mindset, discipline and resilience to my mentoring approach, helping young professionals navigate competitive environments and accelerate their careers with clarity and confidence.
Public bio:
Experienced Investment Professional with a demonstrated history of working in the investment management industry on both asset management and hedge fund world for 20 years. Skilled in Equity Research, Portfolio Management, Emerging Markets, and Valuation. Strong finance professional with a Master of Science (MSc) focused in Accounting and Finance from London School of Economics and Political Science.
Highly experienced in mentoring and recruiting processes in asset management and HFs. Managed a team of 7-8 analysts, involved across all stages of recruiting both for asset management and HFs, mainly for equity research analysts.
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.
or Want to Sign up with your social account?