WSO ACADEMY - LAND THE ELITE ROLE

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Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

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Find Your Mentor with Filters Below

New Mentor!
Member since 2026
Asset Management
  • Hedge Fund

I’m a CFA charterholder with 15+ years working inside hedge funds, asset managers, and global financial institutions. My career has included roles in portfolio management, equity and credit research, derivatives strategy, and institutional investment research leadership. 

I began my career in hedge funds working across credit, equities, and event-driven strategies, eventually becoming a Portfolio Manager on a long/short equity strategy. I’ve also worked in institutional equity sales and trading and served as a portfolio manager for concentrated North American equity portfolios. 

More recently I’ve led investment research teams and worked directly with major asset managers and institutional investors on factor investing, portfolio construction, and investment strategy. 

Through mentoring and coaching, I’ve helped analysts and aspiring portfolio managers understand:

  • How professional investors generate and evaluate investment ideas
  • How to balance qualitative and quantitative investment approaches
  • How to best articulate investment ideas
  • How to distinguish attractive fundamentals from an attractiveness stock
  • How portfolio managers think about risk, position sizing, and portfolio construction
  • The difference between textbook finance and how the industry really works
  • Toronto
New Mentor!
Member since 2026
Asset Management

fundamental equity and credit. high yield bonds.

experience across different roles and finance subsegments

  • Milan
New Mentor!
Member since 2026
Asset Management

“A multifaceted investments professional with a focus on utilizing technology to enhance investment analytics within complex organizations” Experienced and well regarded investment professional, competent in investment performance/risk analytics theory and practice. Proven expertise in adding value within sovereign wealth fund, global asset manager and investment research house environments. Able to understand, articulate and resolve complex investment issues. Core Competencies - In-depth expertise in measuring investment performance accurately. Knowledge of various methodologies and techniques for calculating returns, including time-weighted return (TWR) and money-weighted return (MWR). -Evaluation of portfolio return and risk characteristics. Able to calculate and create a complete "picture" of a portfolio utilizing metrics including Information Ratio, Sharpe Ratio, Jensen's Alpha, M2, Active Return, Active Risk, TVPI ... -Dissection of investment performance to understand the sources of return. Analyzing factors such as asset allocation, security selection, and market timing to attribute performance results. -Knowledgeable in compliance requirements related to performance reporting. Understanding of Global Investment Performance Standards (GIPS®). -Effective communication of complex performance concepts. -Understanding of methodologies and criteria for manager selection. Completed professional certificates from organizations such as FactSet, Google & Bloomberg, covering technical subjects including Excel, Tableau, Python, SQL, Visual Basic Advanced, Aladdin, Bloomberg Market Concepts/BQL.

  • Melbourne
New Mentor!
Member since 2026
Hedge Fund
  • Investment Banking
  • Asset Management
  • Hedge Fund
  • Sales and Trading
  • Prop Trading
  • Proprietary Trading

-Strong analytical background having been trader and investor in cash and derivative products in Interest rates, FX and equities globally

-Experienced asset manager in hedge funds, internal prop and superannuation fund.

-Global emphasis with style in macro economic investing. Familiar with sourcing and creating research

-Senior trader in interest rates at Macquarie Bank; Managing Director EM at Bankers Trust Singapore; Global head of EM trading at Deutsche Bank London

-Principal of Global EM hedge funds; Head of tactical asset allocation (TAA) and SAA at Sunsuper; Prop trading at NAB in rates, FX

-BA and HBA from Ivey School of Business (UWO) in Canada.

-Work experience in Sydney, Australia, Singapore, New York and London

  • Sydney
    • London
    • New York City
    • Singapore
  • Sydney
    • London
    • New York City
    • Singapore
New Mentor!
Member since 2026
Investment Banking

I am writing to express my strong interest in the Head of Client Success position at Wallstreet Oasis, as advertised on job board. With my extensive experience in relationship management and a deep understanding of the Financial Services industry, I believe I would make a valuable contribution to your esteemed institution.

As a relationship manager with a proven track record of delivering exceptional results, I have successfully built and maintained strong client relationships throughout my career. My ability to provide accurate and high-quality service to clients, coupled with my client-focused approach, has allowed me to consistently meet and exceed client expectations. I am well-versed in understanding client requirements, assessing risk, and offering tailored solutions to drive client satisfaction.

In my previous role as Vice President, Client Service Manager at JP Morgan Chase Bank, I was responsible for managing hedge fund and mutual fund clients, contributing over $90 million in annual revenue. I successfully led client onboarding initiatives, educated clients on new products and services, and coordinated services across multiple divisions. Through effective communication and relationship building, I consistently delivered exceptional service and built long-lasting partnerships.

Furthermore, my technical skills, including expertise in investment banking, have allowed me to enhance operational processes and controls, resulting in improved efficiency and risk management. I am adept at collaborating with cross-functional teams and coordinating resolutions for complex service delivery issues. Additionally, I have a strong track record of driving new product and fund launches and negotiating change management requests.

Throughout my career, I have demonstrated a strong commitment to client satisfaction, operational excellence, and continuous improvement. I am confident in my ability to leverage my skills and experience to contribute to Wallstreet Oasis success and uphold its reputation as a leader in the banking industry.

I would welcome the opportunity to discuss how my skills and qualifications align with your organization's needs in more detail.

  • Chicago
New Mentor!
Member since 2026
Private Equity
  • Private Equity

- Associate at Gimv, a publicly listed European investment company with c. €2.0bn in assets under management, investing in growth and buyout transactions.

- Previously worked at Argos Wityu, a pan-European private equity fund focused on complex transformations and buy-and-build strategies.

- Started his career at BNP Paribas Fortis as a management trainee, completing rotations in M&A, private equity, and corporate banking.

- Gained early experience through internships in Sales & Trading at Commerzbank (Paris) and in Investment Banking.

- Holds an MSc in Business Economics (Finance & Strategy) from the University of Antwerp.

Having navigated the path from student to private equity professional, Skyler enjoys supporting students and young professionals who aspire to break into investment banking or private equity. He shares practical insights on recruitment processes, technical preparation, securing internships, and building a strong profile from an early stage.

  • Brussels
    • Amsterdam
  • Brussels
    • Amsterdam
New Mentor!
Member since 2026
Investment Banking
  • Current role: IBD Associate (TMT) at EB in London
  • Spring Week and Summer Analyst at BBs across IBD, S&T
  • Undergrad at target uni in London (international student)
  • Originally from Australia / Hong Kong with familiarity with those markets
  • London
New Mentor!
Member since 2026
Corporate Development

Group M&A (Corporate Development) at one of the largest financial insitututions in the world

  • London
New Mentor!
Member since 2015
Corporate Development
  • Private Equity
  • Corporate Finance
  • Currently an SVP at company in Austin
  • Worked at an energy company in Strategy and Corporate Finance
  • Previously worked for BAML for almost four years as an Associate in the Energy sector
  • MBA from top program
  • Austin
    • Houston
    • New York City
    • San Francisco
  • Austin
    • Houston
    • New York City
    • San Francisco
New Mentor!
Member since 2026
Management Consulting

To be completed.

  • San Francisco
    • New York City
    • Salt Lake City
  • San Francisco
    • New York City
    • Salt Lake City

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