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:
I am an ex-Bain with over 9 years of experience. Having been interviewed by several strategy consulting companies before starting my consulting career and having interviewed over 1,000 candidates across various seniority levels, I have a deep understanding of how the application process feels and what consulting firms look for.
In addition, I have been a mentor and coach for over 9 years for former colleagues at Bain & Company as well as for selected individuals from my alma mater, ESCP Business School, Studienstiftung des deutschen Volkes, and Schmalenbach-Stiftung.
I am confident that I can provide a unique coaching experience, including:
- Real-life case studies: All the case studies we practice are based on real projects from my own strategy consulting experience and have been tested in live interviews.
- In-depth, recent knowledge: With over 8 years of experience in strategy consulting and recruiting, I am thoroughly familiar with all the details of the current recruiting processes and can provide up-to-date advice.
- Company-specific information: Through my network of seasoned strategy consulting professionals, I can provide exclusive, in-house information to help guide you through the recruiting process.
Public bio:
- Currently, a finance trader at a leading investor
- An Associate in the Financial Services practice group
- Prior experiences include securities lending trader
- M7 MBA
- Lived and worked in Tokyo, Hong Kong, San Francisco, New York
Public bio:
Subhankar Barman is a strategic business development and data-driven transformation leader with 14+ years of global experience advising CXOs across financial services, retail, technology and manufacturing. He specializes in helping organizations unlock growth through data, AI, and modern digital strategies.
Having led multi-million-dollar analytics, AI, and cloud engagements at EXL, Moody’s, Databook Labs, and Goldman Sachs, Subhankar combines deep commercial acumen with a strong understanding of how to translate technology into measurable business outcomes. His experience spans enterprise selling, account strategy, AI-driven solution design, and delivering complex transformation programs across the US, Canada, Europe, and Asia-Pacific.
As a mentor and advisor, Subhankar helps clients and teams:
- Build data and AI-enabled go-to-market strategies
- Strengthen enterprise sales and account management capabilities
- Translate business problems into scalable analytics and digital solutions
- Navigate organizational change during digital transformation
- Develop clear value propositions, business cases and ROI frameworks
With a dual degree from IIT Delhi, an MBA from FMS Delhi, and certifications in AI, cloud, and digital strategy, he brings a practical yet forward-looking approach to solving business challenges.
Public bio:
- Former Investment Banking Associate at Citigroup in São Paulo with ~5 years of experience advising on M&A, strategic transactions, and capital markets deals across Latin America
- Started as an Investment Banking Analyst and promoted to Associate, developing strong expertise in financial modeling, valuation, and transaction execution
- Experience working on complex corporate finance transactions and supporting senior executives in high-stakes strategic decisions
- Graduate in Business Administration from Fundação Getulio Vargas (FGV-EAESP), one of the leading business schools in Latin America
- International academic experience at IE Business School in Madrid
- Experience preparing candidates for Investment Banking recruiting, including technical interviews, resume reviews, networking strategy, and mock interviews
- Mentor to female students pursuing careers in finance; provide guidance on recruiting strategy, financial modeling fundamentals, CV reviews, and interview preparation
- Passionate about helping ambitious students break into competitive finance roles and navigate early career decisions
- Known for giving practical, honest feedback and helping candidates build both technical confidence and interview readiness
- Fluent in Portuguese and English
Public bio:
Alexandre is an Investment Banking professional with +6 years of experience in Mergers & Acquisitions ("M&A"), currently working as an Associate at Société Générale in Mexico City.
Fluent in French, English and Spanish, Alexandre has lived the recruiting processes across Continental Europe (Paris, London) and Latin America (Mexico City, Río de Jainero), making him uniquely positioned to coach prospects targeting Investment Banking careers in either region.
Alexandre holds a Grande École Msc. in Finance from ESCP Europe (ranked 1st globally by the Financial Times - 2025), a dual degree from Carlos III University (Madrid) and a second dual degree from Tecnológico de Monterrey, alongside a BSc. in Economics from the University of Warwick.
Public bio:
Rigorous strategy toolkit: Trained at Boston Consulting Group and Bain & Company, applying structured problem‑solving and data‑driven story‑lining across multiple industries
End‑to‑end deal expertise: Managed a US $30 bn sovereign‑wealth‑fund portfolio and executed transactions from Series B rounds to multi‑billion‑dollar take‑privates, offering practical knowledge of valuation, diligence, and legal documentation.
Board‑level communication: Regularly briefed CEOs, bank boards and government officials, demonstrating how to distill complex analysis into clear and persuasive messages
Investor‑operator perspective: Angel‑invested in 15+ start‑ups and serves as LP & advisor to the Angel funds fund, giving mentees real‑world guidance on fundraising, scaling and navigating the tech‑finance ecosystem
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.
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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