Public bio:
- Senior financial services executive with extensive background in managing large, complex businesses in both Fixed Income and in Equities
- Currently COO financial service firm focused on commercial real estate debt products
- 20 year career at Credit Suisse with experience across commercial real estate, global securities and fixed income businesses
- Top MBA
Public bio:
- Currently an Analyst at JP Morgan
- Participated in several undergraduate boot camps (Discover GS, JP Morgan Launching Leaders, Barclays Early Insight Day)
- Strengths: applications and interviews for internship recruiting; full-time recruiting cycle; bulge-bracket undergraduate boot-camps, sophomore symposiums, insight days (if applicable)
Public bio:
“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.
Public bio:
Senior Finance Executive (CFO / Group Financial Controller / FP&A) with 15+ years of international experience across Big 4 audit (EY), global logistics (CMA CGM), and a number of other industries. MBA (HEC Paris), CPA, with deep expertise in IFRS, group reporting, governance and internal controls. Proven leader of medium and large finance teams across Europe and emerging markets, trusted partner to executives during growth, restructuring, and crisis situations.
Public bio:
Strategy consultant (formerly worked at McKinsey & Company in Warsaw office and Boston Consulting Group in Dubai office) and interim manager with experience in strategy, transformation, investments (due diligence, investment strategy, fundraising), and operations.
I support investors and executive teams on transformation/turnaround, M&A-related work (due diligence, PMI, value creation), corporate strategy, and operational improvements.
My primary focus is on industrials and manufacturing, with additional exposure to business services and defence.
Public bio:
Seasoned management consultant and career coach with extensive experience in highly-competitive, consulting-driven environments, specialized in advising organizations in strategy development, business transformation, organizational and leadership development. Proven track record in career coaching, supporting candidates in sharpening their personal narratives, mastering interviews , and navigating complex recruitment processes with confidence. Recognized for structured problem-solving, clear communication and a strong mentorship mindset. Combining real-world consulting experience with a highly structured, feedback-driven mentoring style, enabling candidates to perform at the level expected by top-tier consulting firms.
Public bio:
I am a seasoned strategy and business transformation consultant with 20+ years of experience, including senior Partner-level roles at EY-Parthenon and KPMG Advisory. I specialize in helping Fortune 500 corporations, mid-market companies, and PE-backed businesses create and capture new sources of value — from strategy formulation to full-scale organizational transformation.
My practice sits at the intersection of corporate strategy, human-centric design, and business model innovation. I bring a rare combination of top-tier consulting rigor (Big 4 / EY-Parthenon pedigree), deep industry expertise across Financial Services, Energy & Utilities, Oil & Gas, Healthcare, and Retail, and a track record of leading complex, multi-stakeholder engagements across Europe, North Africa, and the Middle East.
I hold a Ph.D. in Economics of Innovation and am certified in Disruptive Strategy (INSEAD), Design Thinking (Darden School of Business, UVA), Lean Management (Cardiff University), and Executive Coaching (ICF).
Public bio:
Current Strategy& Sr. Associate (+3 years in the firm)
1st round interviewer at Strategy&
GMAT Quant: 90/90 (Perfect score) (100th percentile)
Strategy& recruiting committee leader (CV screening)
Former FIUBA Consulting Club president
MEng. - Industrial Engineering at University of Buenos Aires
Public bio:
fundamental equity and credit. high yield bonds.
experience across different roles and finance subsegments
Public bio:
Transformation and Operational Excellence Leader with 22+ years of experience delivering large-scale process improvement and cost optimization initiatives across global organizations. Lean Six Sigma Master Black Belt with a strong track record in driving measurable business impact through data-driven strategies, governance frameworks, and cross-functional leadership.
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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