WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

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.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
4 Sessions
Member since 2015
Corporate Development
  • Investment Banking
  • Corporate Development
  • US State University, BSc in Finance
  • Corporate Development, FAANG Company, Consumer Internet coverage
  • Investment Banking, Leading Bulge Bracket Investment Bank, Healthcare and consumer retail coverage groups 
  • Investment Banking, Leading Bulge Bracket Investment Bank, Real estate and lodging coverage groups 
  • San Francisco
    • New York City
  • San Francisco
    • New York City
Excellent
5
4 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Equity Research
  • Infra and Energy Private Equity investor at a c. $20Bn AuM firm. Currently a 1st year VP.
  • Experienced in bulge bracket investment bank (top-ranked IB analyst for two years in a row).
  • Additional experience includes internships in Equity Research (retail and consumer goods) on a bulge bracket investment bank and the leading Brazilian middle-market M&A boutique.
  • BA in Economics at a target Brazilian university; top 2 or top 3 (varying on the ranking consulted) school in Latam.
  • São Paulo
    • New York City
  • São Paulo
    • New York City
Excellent
5
4 Sessions
Member since 2023
Investment Banking
  • Investment Banking
  • San Francisco
    • Charlotte
  • San Francisco
    • Charlotte
Excellent
5
4 Sessions
Member since 2023
Hedge Fund
  • Investment Banking
  • Legal

Currently working as an investment analyst at an event-driven hedge fund (special sits focus, sector generalist, primarily equities, no M&A arb). 

Previously 7 years of IB - M&A experience (Senior Associate in a Coverage Team at Morgan Stanley in London and Country coverage / M&A in Madrid).

Studied Law and Finance at one of the target unis in Europe. Interned in big law before transitioning to banking.

Useful insights I can provide:
- HF recruiting from IB with a focus in London. Event vs pod-shop recruiting
- How M&A / IB compares between the different places I've worked at
- Advice on country coverage vs product (M&A) vs Industry coverage
- Transition from law to banking
- IB recruiting in Europe (differences and timings between London and regional offices, advice on where to start)
- Long-term IB career perspectives
- PE insights in Europe (both London and regional offices)

Played chess at a professional level during my youth. Reached the FIDE Master title.

  • London
    • Madrid
  • London
    • Madrid
Excellent
5
4 Sessions
Member since 2023
Private Credit
  • Investment Banking
  • Private Credit
  • Corporate Finance

Experienced finance professional with 10+ years of experience in Private Credit / Direct Lending and Investment Banking. Experience at all levels of seniority in Private Credit (Associate, Sr. Associate, VP and Principal) with a focus on underwriting. Previously led associate recruiting efforts for a private credit platform.

  • Miami
    • New York City
  • Miami
    • New York City
Excellent
5
4 Sessions
Member since 2020
Corporate Finance
  • Investment Banking
  • Private Equity
  • 13 years in banking and private equity and credit
  • He is currently a Senior Vice President for a firm that provides credit solutions for growth and middle-market companies
  • Previously, he was Vice President at two private equity firms
  • Prior, he was an Associate at Atlantic Street Capital and Jefferies & Company
  • MBA and B.S. in Finance / Accounting
  • New York City
  • New York City
Excellent
5
4 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Currently an Associate at an Investment Bank based in Singapore, with a deep regional focus in the Southeast Asia region
  • Started career as an Investment Banking Analyst (after an Investment Banking Summer Analyst stint) in the generalist corporate finance team and led recruiting efforts from her university
  • Extensive experience in mergers and acquisition (M&A) advisory, equity and debt capital market deals
  • Holds a BBA in Finance
  • Singapore
Excellent
5
4 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity

Private equity professional with over 7 years experience in PE and TMT Investment Banking

  • London
Excellent
5
4 Sessions
Member since 2020
Venture Capital
  • Investment Banking
  • Private Equity
  • Venture Capital

* She has been with her current firm for 3 years and her position sits on the boards of two companies, one a CPG brand and one an investment fund. * Previously, spent 2 years as a private equity associate at a prestigious mid-market fund * Worked at a bulge bracket IB as an analyst for two years in leveraged finance * B.S. in Finance

  • New York City
  • New York City
Excellent
5
4 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Vice President (female) in private equity 
  • Focused on European mid-market private equity opportunities across a range of sectors, particularly software, IT services, healthcare and business services
  • Extensive experience in sourcing, execution and portfolio management; completed four deals in the last year, and currently managing two portfolio companies
  • Also leading our private equity team recruitment efforts, with responsibility for identifying candidates, screening CVs and conducting interviews. Conducted over 200 candidate interviews, modeling tests and case study interviews to date
  • Previously worked as an investment banker at a sector coverage team in a Tier-1 bank in London
  • Holding a first-class bachelor's degree in Finance from a non-target UK university
  • London

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