Public bio:
Raymond is a qualified CPA and hands-on C-level executive, board member, advisor and entrepreneur with more than 25 years finance experience in various global, regional and country management roles in Asia and Europe with global MNCs, SMEs and start-ups.
A versatile senior executive in the technology space (hardware and software), financial services (insurance and fintech), manufacturing, e-commerce, real estate, consumer retail, logistics, F&B and franchising.
Raymond has proven board, M&A, investor relations and fundraising experience.
Public bio:
As Advisor at StepStone Group I am responsible for developing and managing investment strategies. With over twelve years of experience in the financial industry, I have invested over US$500M in private companies across various sectors such as Financial Institutions, Fintechs sector, Shadow Banking (NBFIs), and Infrastructure & Energy projects.
I have a Master's degree in Finance from the University of Cambridge, where I was awarded the Chevening (British Government) and Mansion House (City of London) scholarships, and a Bachelor's degree in Mathematics from the UNAM, I completed postgraduate education at Stanford University and UC Davis.
I also have extensive sell and buy-side experience attained at different multinational corporations, such as Citi, Moody's, Lazard Asset Management, the United Nations, BNY Mellon, Ameris Capital (Alternative Asset Manager), Centauro Energy (Macquarie Asset Management), the private-arm of the Inter-American Development Bank (IDB Invest) and StepStone Group.
I am seasoned at alternative asset investments, and I am passionate about creating impact through innovative and sustainable investment solutions. I thrive in collaborative and diverse environments where I can contribute to common goals and learn from others.
Public bio:
I am an OTC Collateral Management Analyst within Global Banking & Markets at Goldman Sachs, where I focus on margin, liquidity, and counterparty risk across uncleared derivatives portfolios for institutional clients. My role sits at the core of market plumbing - overseeing variation and initial margin flows, resolving disputes, partnering with sales, prime brokerage, risk and treasury teams, and driving automation initiatives to improve capital efficiency and reduce operational risk. I’ve helped onboard high impact clients to digitized workflows while also building tools in Python and Alteryx to streamline processes and exposure management.
I graduated from the University of Utah with a B.S. in Economics (Statistical Analysis emphasis) and a minor in FinTech, where I focused on econometrics, market structure, blockchain infrastructure, and payment systems. Prior to my current role, I interned in strategy and analytics at Goldman Sachs and conducted fintech and economic policy research at the Kem C. Gardner Policy Institute, building data models in R and contributing to industry impact studies.
Long term, I am focused on the intersection of traditional capital markets and digital assets - particularly OTC crypto derivatives, tokenization of real world assets (RWA), stablecoin liquidity mechanics, and on-chain 24/7 settlement infrastructure. I am interested in transitioning toward digital asset focused roles where I can apply my background in margin and market structure to the evolving architecture of crypto native financial systems.
Public bio:
Exotics Derivatives Commodity Trader based in Dubai with 6+ years of institutional experience across equities and commodities. Formerly part of the Equity Derivatives Solutions team at JPMorgan Chase, supporting structured flow business and institutional client execution.
Earlier experience includes a front-office Equity Research internship at Jefferies Financial Group, building a strong foundation in financial analysis and market research.
Brings expertise in structured products, exotic derivatives, liquidity assessment, and revenue-driven client engagement in fast-moving market environments.
Public bio:
Afonso Rossatto currently serves as Managing Director of Operations at Base Exchange (formerly known as ATG), a Brazilian exchange focused on strengthening and expanding the country’s equity market infrastructure.
Prior to joining Base Exchange, Afonso built a distinguished 15-year career at B3 – Brasil, Bolsa, Balcão. Most recently, he served as Director of the Fixed Income Business, where he was responsible for strategic direction, product development, and commercial growth of the fixed income segment.
Previously, he held the position of Head of Institutional Client Relationship, leading strategic engagement with key institutional market participants. Earlier in his tenure, he held senior product leadership roles across equity, derivatives, and OTC markets, contributing to market structure innovation and product development initiatives.
Afonso holds a Master of Science (MSc) in Business Strategy and a Master’s degree in Finance from Insper.
Public bio:
A senior entrepreneurial finance and IT professional with a proven track record of generating revenue and managing risk across a wide range of financial markets. Thirty years of diverse experience, from the design, build and management of a highly profitable, multi-billion dollar bond trading operation, to the foundation of a successful social enterprise. Highly skilled at optimizing a wide range of IT and quantitative development tools to create innovative, efficient business solutions. Experienced at managing technical trading teams and nurturing the talent and expertise peers and colleagues.
Public bio:
- Almost a decade at Google as an analyst and technical program manager
- MSc from Oxford in Software and Systems Security
- Previously: mentoring yearly cohorts of students and ad-hoc mentoring
- Summer spent at bank in structured products (commercial asset leasing + subscription finance).
Public bio:
- Current Corporate Development Associate at a ~$2b public Energy Company focused on domestic and international growth initiatives, achieved principally through M&A, and maintaining liquidity through corporate capital raising
- Previously spent ~2 years in PWM where I helped stand up the ER sub-division
- Graduated with a MSc in Finance from Georgetown University, which I earned while working full-time as an analyst, and a BBA in Finance from Texas A&M
Public bio:
- Key founding member and executive at a leading boutique investment bank in Asia
- Seasoned Equity Capital Markets banker with 15 years of IPO originations and execution experience. Completed over 100 Hong Kong, Nasdaq and New York IPOs for Asian corporates
- Previously spent ~6 years at UBS and Deutsche Bank in their Equity Capital Markets teams, primarily working on IPO, follow-on and convertible transactions across Asia ex-Japan
- Graduated with a BA and MEng in Engineering, Economics s and Management, both from the University of Oxford
Public bio:
Pramita is a seasoned finance professional with 8 years of experience specializing in financial modeling, valuation analysis, and strategic decision support. Currently a Senior Specialist at S&P Global in Toronto, she provides end-to-end financial advisory services to world-class investors, including SoftBank, Temasek, and GIC. Her expertise lies in evaluating equity, debt, and complex securities while ensuring strict compliance with IPEV and AICPA guidelines.
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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