Public bio:
I recently managed a class of 8 summer Investment Banking interns in Technology IB, where I was responsible for selecting candidates, assessing performance, coaching and mentoring them throughout the summer, and helping determine who received return offers.
More broadly, I’ve spent a lot of time coaching people early in their careers — from high-school and university students to professionals a few years into work — who are trying to figure out what they actually want to do and how to get there.
I can help with things like:
• Figuring out what roles or career paths might suit you, and what steps to take next
• Breaking into finance, including Investment Banking / Private Equity recruiting
• Moving from back-office or support roles into front-office positions — something I’ve done myself and also seen others successfully navigate
• CV reviews and positioning
• Interview preparation, including technical questions, deal walkthroughs and behavioural answers
• Understanding what resources are actually useful and how to prepare efficiently
A bit about me: I started my career at a bulge-bracket bank in New York in a non-investment-banking role and worked my way into Investment Banking in London, where I’ve spent the past several years. Along the way, I’ve worked closely with interns and junior professionals and have seen many friends and colleagues move into PE and other front-office roles — so I’m happy to share what tends to work, what doesn’t, and how to think about the longer-term picture rather than just the next interview.
Public bio:
Private Equity professional with a finance background. Started in strategy consulting at BCG.
Public bio:
- He went to West Point where he studied economics with a corporate finance focus and an environmental engineering track (minor), played varsity soccer all 4 years, and graduated in 2013
- Army logistics officer from 2013-2018 stationed at Fort Bragg, NC
- JP Morgan financial sales focusing on the insurance industry
- Started WPMC, an incubation fund (merger between an incubator and VC fund) where we build software companies co-founded by veterans
Public bio:
Hi,
My name is Théo Dufour, and I’m currently an Associate at a climate-tech-focused M&A boutique based in Paris, with coverage across Europe and international markets.
Prior to this, I completed a Summer Internship at Barclays in 2021, and then spent two years in the Energy Transition M&A team (Large Cap), where I focused on high-impact transactions in sustainable infrastructure and clean technologies.
I’ve had the opportunity to work on several notable deals, including:
- A €100m hydrogen IPO in France
- A €500m biocarbon equity fundraising
- A £100m equity & debt raise for a carbon removal company
- A €100m capital raise for a European battery manufacturer
- A review of an NBO submitted by BlackRock for an African e-mobility player
Beyond deal work, I’ve always enjoyed teaching and sharing my passion for M&A, much like I did during my time in the finance student association at business school.
I'm really looking forward to spending time with you and contributing to your success as you explore a career in finance!
Public bio:
At BCG, my work sits at the intersection of strategy, operations, and technology, with a strong focus on Private Equity and corporate clients. I specialize in product & tech diligence in M&A, transaction advisory, value creation planning, and large-scale tech transformations across Europe and the UK. My expertise spans technology strategy, cost optimization, target operating model design, and architecture assessments.
Prior to that, I worked in software engineering and technology consulting, leading teams in product development, IoT solutions, and enterprise technology.
Passionate about emerging technology, I thrive on continuous learning, global collaboration, and solving complex challenges at the intersection of business and tech.
Public bio:
Financial markets professional with over 20 years of experience in Fixed Income Sales, with a strong focus on Rates Sales, covering European institutional clients. Throughout my career, I have worked with banks, insurance companies, asset managers, and official institutions across multiple jurisdictions.
I began my career as a graduate in London and currently lead Interest Rates Sales for Iberia from Madrid, with a deep understanding of how investment banking markets divisions operate and interact.
In addition to my professional responsibilities, I mentor individuals interested in building a career in financial markets. I help them understand the realities of different roles, navigate career decisions, and position themselves effectively to access opportunities within the industry.
If you are considering a career in financial markets, planning a transition into the sector, or seeking guidance at an early stage, I would be happy to connect and offer support.
Public bio:
Experienced finance and operations professional with a 12+ career spanning private equity, capital markets , and technology sectors. Most recently, I worked Post-MBA as a Research Analyst at Jolt Capital, a €1.5B AUM private equity firm specializing in growth-stage technology investing, where I led complex due diligence processes and supported fundraising for a €1B close. Executed transactions include the carve-out of a laser manufacture and fabless semiconductor maker. Deep expertise in using financial analysis to uncover operational insights.
Previously, I held director roles in SaaS and AI-driven technology at EEG Video, where I grew a cloud services business and led transitions to recurring revenue models. My sector experience spans SaaS, TMT, and digital transformation, underpinned by a strong foundation in business development, sales, and financial analysis.
Previously, I worked for an equity derivatives market intelligence firm and served as an advisor to the Chicago Board Option Exchange.
I earned my MBA in Finance from HEC Paris with a 4.0 GPA in Finance and hold a BA in Economics and Political Science from UNC-Chapel Hill.
Whether you’re preparing for interviews, exploring a pivot into private equity, or looking to deepen your understanding of equity markets and TMT trends, I’m here to help navigate your path.
Public bio:
I'm passionate about helping people who are already in finance, or considering a career in finance. I would be happy to be a sparring partner for:
- Breaking into finance (IB or PE). As part of the associate hiring team at a PE firm, I've seen countless CVs and conducted probably hundreds of interviews. I can review CVs, do mock interviews and case studies, or simply help you prepare a strategy for what you want to achieve
- Helping you understand the nuances between firms, strategies, teams, and more. With experience from large-cap and mid-market PE as well as bulge-bracket IB, my network spans wide
- Talking through career options. As someone who has made bold career moves and broken through barriers (BB IB from non-target, Elite Large-Cap PE from Tier 2 BB) I have an appreciation for what is possible and what it takes.
My Bio:
- Current Principal (8+ years work experience) at mid-market PE firm in London operating across Europe
- Interview and evaluate associate hiring at current firm
- Board member at several portfolio companies
- Former associate at top-tier large-cap with global mandate (i.e., H&F, CD&R, TPG)
- Started career at bulge-bracket investment bank in London, where I was also part of analyst hiring team
- Fluent in several European languages
Public bio:
Investment Banking Associate @ Jefferies
Public bio:
- Head of Equity Research in an Investment bank
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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