Public bio:
- Current Senior Associate advising on investments, restructurings, and capital strategy for mid-market companies across industries
- Former mutual fund investor focused on public and private equity research, with coverage across fintech, software, and data services
- Previous Investment Banker at Citi, supporting M&A and IPO transactions across high-growth sectors
- Former Corporate Development professional at a VC-backed fintech, driving growth strategy and supporting a successful investor exit under PE/VC ownership
- Began career at Monitor Deloitte as a strategy consultant, advising early-stage and mid-market companies on commercial due diligence and go-to-market strategy
- Holds a Master’s degree from Duke University and a Bachelor’s degree from the City University of Hong Kong
- Fluent in Spanish
Public bio:
Experienced Fundamental Equity Analyst at one of the world's leading investment houses; now investing my own money.
Led recruiting for Graduate and MBA equity research hires (CV screens, 1x1 interviews and stock pitches) for more than 5 years.
Significantly involved in coaching & mentoring of equity research associates and analysts.
Public bio:
I am a Mergers & Acquisitions Associate at Nomura, where I was promoted in July 2024 after joining the firm as an Analyst in May 2022 . My career in finance is built on a Master in Finance from EDHEC Business School and foundational experience gained through internships at leading global banks, including Citi, UBS, and Société Générale.
Public bio:
Credit analyst with 6+ years of experience across the full capital structure from origination and underwriting to portfolio monitoring and market intelligence.
Started my career at Sumitomo Mitsui Trust Bank covering high-yield credits in gaming, chemicals, and energy, then moved to Citigroup where I executed capital markets transactions for sponsor-backed and corporate clients. From there joined Brookfield Asset Management as a credit investing associate, deploying roughly $1 billion across private and public credit opportunities including loans, bonds, convertibles, and bespoke instruments across names like Heartland Dental, Clarios, Scientific Games, and Carnival. Currently covering private credit and BDCs at Octus, tracking portfolio health, amendment activity, and NAV dynamics across 20+ platforms including Ares, Blue Owl, and Golub Capital.
Happy to help with: breaking into leveraged finance or direct lending, credit interview prep, financial modeling, understanding credit documents and structures, resume and story feedback for anyone targeting the buy or sell side.
Public bio:
Jalén Maurice is a proven collaborator with fieldwork experience spanning across areas such as management consulting, technology solutions, and financial services. Jalén attended Villanova University where he majored in Finance with minors in Spanish and International Business. Outside of academics, Jalén has established a robust skillset as a problem solver, applying various frameworks from his time at BCG and LEK supporting private equity clients and F500 companies. In his free time, Jalén is tennis fan and avid soccer fanatic (#HALAMADRID). Additionally, he enjoys returning to his roots in Trinidad & Tobago.
Public bio:
Founder and PM of market neutral sector-focused hedge fund
Assistant PM at a sector focused hedge fund and private equity manager
Real estate sector sell-side research analyst at a prominent middle-market investment bank
BS with Major in Finance, Minor in Accounting
Public bio:
Quantitative researcher at a leading global asset manager ($10T+ AUM), focused on systematic alpha research across fixed income and structured products. Cornell M.Eng. in Financial Engineering (4.0 GPA), with hands-on experience spanning the buy-side, private equity, and management consulting — including prior roles at a top-tier PE firm, one of Asia’s largest mutual funds, and a leading global consulting firm.
I mentor candidates targeting quantitative research and trading, hedge fund, asset management, and private equity / investment banking roles. I can help with technical interview prep (probability, statistics, modeling, brainteasers), quant and finance resume strategy, building a research portfolio that signals real skill, and navigating non-linear or cross-border paths into competitive finance roles. Having recruited across several domains myself, I’m especially useful if you’re deciding between quant, PE/IB, and asset management, or breaking in from a non-traditional or international background.
Fluent in English and Mandarin. Looking forward to working with you.
Public bio:
- Interned at Canaccord Genuity, a Canadian middle market investment bank
- Worked at Moelis as an M&A and Restructuring Analyst for 18 months until joined StepStone Global as a PE Analyst
- BSc Finance
Public bio:
- Seasoned Professional: With 18+ years of experience in asset management, I’ve built my career across portfolio management and business development, helping clients achieve their financial aspirations.
- Global Career Path: Starting in New York and spending the past decade in Hong Kong, I bring a unique global perspective on markets, strategies, and client needs.
- Current Leadership Role: As the APAC Head of Multi Asset and Investment Solutions Specialists at abrdn, I lead the multi-asset business in Asia-Pacific, focusing on innovative solutions and fostering meaningful client relationships.
- Goldman Sachs Experience: As a former Vice President and Portfolio Manager at Goldman Sachs, I managed complex investment strategies, developed a deep understanding of institutional needs, and delivered results.
- Early Analytical Foundation: My career began as an actuary at WTW, where I honed my quantitative and problem-solving skills—tools that continue to guide my approach to investment management.
- Passion for Mentorship: I believe mentorship is a powerful way to give back and make a meaningful impact. Throughout my career, I’ve benefited from the guidance of experienced professionals, and I’m passionate about passing on that knowledge. To give back, I’ve mentored aspiring professionals, offering guidance on navigating the finance industry, developing core skills, and excelling in competitive environments.
Public bio:
- Former Investment Banking Vice President at Lazard, advising on M&A and strategic finance across the technology value chain spanning semiconductors, enterprise software, IT services, internet and digital media
- Former Head of Capital Markets at Blackstone portfolio company focused on financing strategy, M&A support, and balance sheet optimization
- Transaction experience includes clients, issuers and investors such as Western Digital, SanDisk, AT&T, Snap, Apollo, Elliott, and Blackstone.
- Background includes investment banking and operating experience across M&A, corporate development, investor relations, and corporate FP&A.
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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