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:
- 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
Public bio:
- Investment associate in regional fund covering APAC mid-market private credit investments
- Previously in BB IBD covering industrials in EMEA in the UK and a generalist in UAE
- BA in Economics
Public bio:
- I will help you succeed! Successfully helped place several candidates across top financial institutions (investment banking, sales and trading, equity research)
- Assistant Portfolio Manager with 8+ years of experience in equity research and asset management; have reviewed thousands of resumes, interviewed hundreds of candidates -- I know what works!
- Have worked across multiple sectors and geographies globally including China-Shares in both Hong Kong and New York.
- Experience in managing visa/immigration logistics.
Public bio:
- Current Vice President at PE shop I started at after IB. Went to Booth after 3rd Associate year.
- Help run recruiting for Associates and VPs at my current shop.
- Went to a non-target university and graduated with a Finance & Risk Management / Insurance double-major
- Networked through non-alumni networks to get IB offer
- Started career at an M&A focused middle-market investment bank; Received two private equity offers
- Was a Board Member of the Private Equity Association of Chicago and Board Member of a non-profit
- Throughout the journey, have interviewed candidates / reviewed numerous resumes for my former IBank and current PE Group - know the downfalls and criteria that stick out for applicants.
Public bio:
- Private Equity Associate at a mid-market Australia and NZ focused fund with $2.5bn AUM, focusing on growth capital investments and leveraged buyouts in the Healthcare, Consumer, Industrials and Technology sectors
- Previously spent over 2 years in investment banking at Goldman Sachs in the TMT Group focusing on M&A transactions; reviewed hundreds of resumes and cover letters for potential summer analysts
- Previous internship experience in China PE, VC and corporate
- Graduated with a Bachelor of Commerce majoring in Finance
Public bio:
- An Associate with a global private equity firm focused exclusively on consumer growth companies
- Spent 2 years in investment banking in the global retail group; led the summer analyst recruitment efforts and evaluate candidacy
- Graduated with Bachelor of Arts, Major in Economics, nontarget
Public bio:
- 8+ years of experience as a WSO Mentor, specializing in resume/cover letter re-writes, mock interviews, and mentorship sessions for individuals at various career stages in finance.
- 7+ years of experience as a buy-side analyst at a top Canadian pension fund, generating investment ideas for a multi-billion dollar actively managed public markets portfolio.
- Previously spent 3+ years at a boutique capital markets research firm delivering proprietary research for both retail and institutional clients.
- Has expertise in equity research, portfolio management, public markets, and investing.
- Holds both graduate and undergraduate degrees in Applied Science & Engineering from the University of Toronto.
Public bio:
- Currently worked as an investment analyst at NYC's largest asset manager by AUM with several years of investment experience on both the buy-side and sell-side
- Invests in healthcare (public equity) across/with a variety of strategies, including long-only, long-short, generalist, value, growth, and healthcare only funds
- Previously spent 3 years in private equity as a research analyst on the research diligence and transactions team at a healthcare-specialized alternative lending/royalty fund, as well as on the sell-side in equity research covering healthcare stocks for a boutique investment bank
- Has worked in the Yale Admissions Office as well as with headhunters sourcing candidates, and has thus screened and reviewed many resumes of students, recent graduates, and young professionals who want to work in both private and public equity, as well as sell-side (equity research, sales/trading, investment banking, etc.)
Public bio:
- He is currently involved in the biotechnology group
- Previously, a resident physician and worked in the healthcare group in special situations and buy-side research
- MD, Master of Bioethics and MBA
- Bachelor of Science in Economics
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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