Public bio:
- Currently a 2nd year associate at Berkshire Partners, a $16B middle-market private equity fund
- Worked for 3 years in consulting
- Prior to consulting, held internships at the Federal Reserve Board and the U.S. Senate
- Target undergrad
Public bio:
- Senior Director in Industry coverage
- Experience executing M&A and Capital Markets transactions for a broad range of clients including global strategic players and private equity investors.
- M&A experience with deals ranging from $200mm to >$5bn+ EV
- Former staffer, current Chief Development Officer, Senior Chair for RBC junior banker advisory board, recruiting lead for select target schools.
- Previous coverage and M&A roles at RBC, Houlihan Lokey, Nomura Securites, Macquarie Capital, Goode Partners, Access Industries, Fortress Investment Group and PwC
- Experience at bulge bracket and middle market firms
- MBA from University of Michigan
- CPA, Series 63 and 79 Holder
Public bio:
- 1st year Director at middle-market private equity focused on industrial / infrastructure end-markets
- Began career at lower middle-market investment bank before lateraling to bulge bracket (3 years of investment banking experience)
- Attended top-15 US university (non-target), switched from pre-med to finance late in Sophomore year with below average GPA
- Extensive experience guiding other non-target students through recruiting process, including best-practices around building / maintaining a network from scratch, finding summer internships, positioning for full-time recruiting, lateral investment bank recruiting and off-cycle private equity recruiting
Public bio:
- Currently, an Associate at a private markets investment specialist
- Analyst at a BB in the Financial Institutions Group
- Graduated with a Bachelor of Science in Business Administration
Public bio:
- Currently serve as the investment director for an active family office. Manage an active portfolio of 100+ investments while deploying capital into 10+ new deals per year.
- Previously, a Principal with an early-stage venture capital firm where my primary focus was on the cybersecurity industry.
- Prior to VC, spent 5+ years working at venture-backed startups in operations and marketing roles.
- Graduated from Georgetown McDonough School of Business with an MBA.
Public bio:
- Studied at Oxford, Economics and Management where I graduated with a First Class Honours degree
- Worked at an elite boutique
- Then, worked with a Mid Market Pan European Private Equity fund and a lower Mid Market US Private Equity fund
- A current investment professional at a private equity firm focused on lower middle-market companies
Public bio:
5 Years of experience in Sales & Trading at Goldman Sachs.
- 3 years in London In FX Derivatives.
- 2 years in NYC In the X-Asset Macro/FX (FX, Rates, Macro Credit).
- Summer Analyst.
-> Consistently ranked top of my cohort, ranked top 4 FX/Macro content creator in the Americas, Ranked in the top 10 content creators across all Analysts/Associates globally.
-> Experience interviewing for Full-Time, Summer Analyst and Spring Intern Positions.
-> Experience mentoring & helping summer analysts receive return offers over the 10-week programme.
Education:
- BSc in Economics at the London School of Economics (LSE).
- MSc in Finance, Investing & Wealth Management at Imperial College London.
Areas of Focus:
- Macro Derivative Sales, Strategy, Structuring & Solutions.
- Asset Classes/Product Specialities: Macro Credit/Fundamental Credit, FX Derivatives and Interest Rate Products.
I specialise in Derivative Strategies & Solutions (Alpha generating/portfolio overlay), Quantitative Investment Strategies (QIS/STS), and Institutional Client Coverage.
Fluent in English/ Conversational in French
Public bio:
- Currently, a Senior Manager at ServiceNow focusing on managing the budgeting and forecasting process and development and implementation of reporting standards and metrics to measure the effectiveness of marketing activities
- Previously, worked for 3.5 years as an Investment Banking Associate at Morgan Stanley focusing on the Technology Sector across a wide range of live transactions (Sell-side M&A, IPOs, Debt Financing)
- MBA Graduate from NYU Stern School of Business (Stern Scholar and Dean's List). Worked as a Career Mentor in the Stern Office of Career Development for students interested in Investment Banking
- Previously spent 3.5 years at Goldman Sachs in Equity Research covering European Large-cap Industrial companies. Mentored junior analysts and interns in the Industrials team and was selected for mentoring Intern class of 2016
- Graduated from Indian Institute of Management in 2014 with a major in Finance (Top 5% of the class). Was the Co-President of the Finance Club during school
- CFA Charterholder, Fluent in English and Hindi
Public bio:
- M&A Investment Banking Associate
- Graduated from the United States Naval Academy
- MBA / MS
Public bio:
- Current private equity vp at a megafund focused on structured debt and equity investments across a variety of industries
- Previously worked at a middle-market private equity fund focused on leveraged buyouts and distressed debt investing
- Started my career in investment banking focused on mergers and acquisitions where I advised Fortune 500 companies in the technology and consumer sectors
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?