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

New Mentor!
Member since 2026
Investment Advisor
  • Private Equity
  • Hedge Fund
  • Venture Capital
  • Investment Advisor
  • Private Credit
  • Real Estate

Over the past ten years, I've built and led offshore investment operations from scratch, twice, at two different wealth management firms, growing from analyst to partner along the way. At We Capital, I joined as the firm's first dedicated offshore professional and developed the entire area from the ground up: manager selection across liquid and illiquid strategies, contributing to portfolio construction and strategic asset allocation, proprietary vehicle management, and all operational infrastructure (fund administrators, custodians, legal counsel, RTAs). By the time I left, I was Partner and PM of the firm's proprietary offshore vehicles. At ASA Investments, I replicated that build for Alberto Safra's global investment firm — setting up Cayman structures, coordinating across all service providers, and providing offshore investment expertise for Wealth Management clients. What drives me today is the intersection of deep investment expertise and technology. I believe the future of wealth management is being written right now, and I want to be part of building it.

  • São Paulo
  • São Paulo
New Mentor!
Member since 2026
Asset Management
  • Singapore
New Mentor!
Member since 2026
Private Equity
  • Consulting
  • Private Equity
  • Corporate Finance

Private Equity Investment Professional (Europe) at Capital Transmission (Switzerland) | CFA Charterholder

Investment Manager in direct private equity investments based in Geneva, focusing on mid-market Swiss and European companies. I lead full transaction processes including sourcing, financial analysis, due diligence, structuring, execution, and portfolio value creation.

Previously Private Equity Associate and Valuation Manager at PwC, with deep experience in financial modeling (LBO, DCF, transaction structuring) and valuation across multiple industries.

I am also a guest lecturer in finance and valuation, with a strong focus on practical, real-world technical training.

I can help you with:

  • Private equity & investment role recruiting (Europe-focused)
  • Advanced financial modeling (LBO, valuation, case studies)
  • Valuation methodologies (DCF, multiples, transaction analysis)
  • CV & interview preparation (technical + behavioral)
  • Transitioning from Big 4 / advisory to private equity
  • Geneva
    • Zürich
  • Geneva
    • Zürich
New Mentor!
Member since 2026
Equity Research
  • Asset Management
  • Equity research and fixed income sales background at top firms
  • Experienced financial writer
  • Managed one of the largest student run investment firms
  • Toronto
    • Vancouver
  • Toronto
    • Vancouver
New Mentor!
Member since 2026
Private Equity
  • Equity Research
  • Private Equity professional with deep expertise across the full deal lifecycle (banks relationship, investment analysis, deal execution, and portfolio monitoring) with a strong command of the Brazilian PE landscape.
  • Currently working as a PE Associate at a large Brazilian asset manager.
  • Previous experience as (i) PE Intern/Analyst at another large Brazilian asset manager and (ii) Equity Research Analyst at a mid-market asset manager.
  • Actively involved in institutional recruiting and training initiatives.
  • Summer internships at (i) a top-tier Brazilian buy-side equity AM and (ii) a top-tier Brazilian hedge fund.
  • B.A. in Economics from a target Brazilian university.
  • Deeply engaged in the university's Investment Club, including participation in multiple investment competitions.
  • Fluent in Portuguese and English; conversational Spanish.
  • São Paulo
  • São Paulo
New Mentor!
Member since 2026
Management Consulting
  • Consulting
  • Senior Engagement Manager at Oliver Wyman covering EMEA and Africa out of Dubai
  • Previously Manager at Mastercard Advisors, working on payments strategy, digital transformation, and data analytics across Europe and the Middle East
  • And previously a Consultant at Deloitte Strategy & Operations
  • Promoted ahead of track at every firm; conducted over 100 interviews across Analyst to Manager level
  • BEng & MEng in Electrical and Computer Engineering from NTUA
  • MBA from AUEB
  • Native Greek speaker, fluent in English
  • Dubai
    • Athens
  • Dubai
    • Athens
New Mentor!
Member since 2026
Equity Research

Investment Analyst and Chartered Accountant with hands-on experience in equity research, financial modeling, and investment evaluation across public and private markets. I have analyzed 100+ SME and mainboard IPOs, building detailed financial models and investment theses to support data-driven decision-making.

My core strength lies in breaking down complex businesses into clear, actionable insights—covering industry dynamics, competitive positioning, financial performance, and long-term growth potential. I bring a structured, research-oriented approach with strong attention to detail and a focus on capital allocation, return ratios, and risk assessment.

I am particularly interested in roles where I can:

  • Track and analyze businesses over the long term
  • Contribute to investment decisions through deep research
  • Continuously refine investment frameworks and thinking
  • Bengaluru
New Mentor!
Member since 2026
Sales & Trading
  • Risk Management

Coming from a non target background, I studied Mathematics at the University of Waterloo and Finance at Wilfrid Laurier University, and completed my CFA Level I. I started my career in the public sector despite higher paying private opportunities, then transitioned into CIBC Capital Markets at the associate level.

Along the way, I built an edge by developing trading projects on the side and learning Python and automation tools to apply data driven strategies.

Happy to help with breaking into finance from non traditional paths, interview prep, and positioning your story effectively. Feel free to reach out.


 

  • Toronto
New Mentor!
Member since 2026
Asset Management
  • Senior finance professional with years of experience at top global buy-side institutions, specializing in secondary market equity research and asset management
  • Extensive hands-on expertise in fundamental equity research, long-short hedging strategy construction, portfolio optimization, and core recruitment assessments including financial modelling, stock pitches and case studies
  • Secured core internship offers from bulge-bracket investment banks and top funds during academic tenure, with deep insight into graduate/entry-level finance recruitment cycles, hiring preferences and core pain points
  • Proven track record of successfully coaching numerous candidates to land premium offers in bulge-bracket equity research, top-tier asset management and platform hedge fund roles
  • Delivers full-cycle tailored financial career coaching, covering career roadmap planning, resume polishing, online test coaching, interview preparation, mock interview reviews, and pre & in-internship guidance

Expertise

  • Equity Research (Sell-Side & Buy-Side)
  • Investment Banking & Capital Markets
  • Asset Management & Hedge Fund Recruitment
  • Financial Modelling, Stock Pitch & Case Study Prep
  • Full-Cycle Finance Career Coaching
  • Hong Kong
New Mentor!
Member since 2026
Asset Management

Profile inactive

  • London

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