Public bio:
I broke into Goldman Sachs TMT investment banking without a finance degree. I started in biotech investor relations during the record breaking 2020 IPO boom, moved to Wells Fargo Securities covering Real Estate, Gaming and Lodging, then joined Goldman where I advised on Amazon's $3.9B acquisition of One Medical and $1.7B acquisition of iRobot.
I help two types of people. Non-traditional candidates including non-finance majors, non-target school students and career switchers who think the door is closed. And analysts at regional or middle market banks who want to lateral up to Goldman, Morgan Stanley or top boutiques. I made both moves myself and I know what it actually takes.
Public bio:
Kevin M. Divney, CFA is a former Chief Investment Officer and Senior Portfolio Manager with 25+ years of experience across public equities and investment risk, including leadership roles at Putnam Investments, Russell Investments, and Franklin Templeton, as well as founding and running Beaconcrest Capital Management. He specializes in “quantamental” investing—integrating fundamental research, factor/risk frameworks, and disciplined portfolio construction—and has managed and overseen multi-billion-dollar portfolios across long-only and long/short strategies. Kevin is known for building and improving investment processes, strengthening risk governance, and translating complex markets into clear, actionable decision frameworks for teams and clients. He has been a frequent financial media contributor (400+ appearances on CNBC/Bloomberg/FOX) and now advises asset managers on investment process effectiveness while developing systematic trading research in Python.
Public bio:
Conrad (name for display in WST) is a seasoned professional with extensive experience in IB front office (S&T) and the buy side.
With 8 years of experience working in global markets front office and VC/PE investment, Marco has led investments in innovative technologies and supported strategic initiatives across sectors such as healthcare and cleantech. His expertise lies in deal origination, investment due diligence, and multi-asset class trading, especially FX & Rates.
He has worked for HSBC, JP Morgan, Accenture, etc big names.
Academically, Conrad holds MBA (Distinction) from Imperial College London and BBA from the Chinese University of Hong Kong. His academic journey has been complemented by numerous awards in global competitions including Cambridge M&A Challenge and Imperial Innovation Challenge.
He has mentored over 1000 students in various career coaching platforms across London, New York and Hong Kong and has helped the students secured 50+ IB front office offers over the past 5 years.
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.
Public bio:
TMT Investment Banking Analyst at Bank of America Merrill Lynch. Oxford University Economics & Management Graduate.
Public bio:
Public / private opportunistic credit investment professional, started career in MF direct lending / private special situations. Hoping to be a helpful resource to college undergrads and early career finance professionals.
Public bio:
- Current Investment Banking Analyst at Goldman Sachs
- Cover Industrials, including aerospace & defense, automotive, building products, industrial technology, paper & packaging, and transportation & logistics
- Graduated with a B.S. in Economics from NC A&T
- Previous internships in banking and real estate
- Conversational proficiency in Haitian Creole
Public bio:
- Vice President at Bestinver Securities
- Investment Banking professional with 10+ years of experience across leading firms including Barclays, Santander, and Deloitte
- Strong combination of leadership and technical expertise, with a background in team development, mentorship, valuation, financial modeling, and transaction execution in fast paced Investment Banking environments
- International profile with professional experience across Spain, the UK, and Mexico, working on cross-border transactions and collaborating with diverse, multicultural teams
- MBA from London Business School
- Bilingual in Spanish and English
Public bio:
Education
- Graduated from a Top 2 university in mainland China
- Holding study experience in the UK and Singapore
Professional Experience
- Currently working at a Top Chinese investment bank, focusing on IPO and M&A transactions
Internship Experience (During Studies)
- Summer Analyst at a Top 3 global investment bank
- Project Intern at three leading global mega-fund PE firms
- Intern at Investment & M&A department of a Top internet company
- Project Intern at two Top Chinese investment banks
Full-time Offers
- Received full-time offers from two Top Chinese investment banks
- Received full-time Analyst offer from Investment & M&A department of a major Top internet company
Coaching Experience
- 5 years of professional career coaching experience
- Expert in recruitment processes and strategies in mainland China and Hong Kong
- Proven track record of helping candidates secure internships and full-time offers in finance and internet sectors
- High success rate in interview preparation
Coaching Expertise
- Primary focus: Primary market finance (buy-side / sell-side, Chinese / international institutions)
- Services: resume editing, career planning, mock interviews, case interview training
- Also cover: internet business analytics, corporate strategy
Coaching Outcomes
- Successfully helped candidates obtain offers including:
- Global investment bank summer internships
- Tencent Investment & M&A summer internship
- Meituan Business Analytics Analyst, etc.
Public bio:
Experienced investment banker currently working as an Associate in Rothschild’s Healthcare M&A group. Graduated from Bucknell University with a degree in Electrical Engineering.
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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