Public bio:
- Currently an investment banking associate in the Technology group at Jefferies
- Graduated with a bachelor of science, target university
- Experience mentoring professionals both within and outside of investment banking
Public bio:
- Infrastructure Private Equity Associate at an upper-middle market private equity firm
- Previously an Analyst at a leading global alternatives platform (~$90 billion AUM), covering the broader infrastructure mandate across the energy complex, digital infrastructure, and transportation sectors
- Began career as an Investment Banking Analyst in energy & infrastructure
- Graduated Summa Cum Laude and Phi Beta Kappa from a top-tier U.S. undergraduate business program
- Based out of New York City
Public bio:
Joelle Birge started her career in investment banking at Credit Suisse and private equity at Advent International, focused on the healthcare sector. After earning her MBA / MA in International Studies at Wharton, she has spent the last 8 years launching and leading an impact private credit fund called Missio Invest. Missio focuses on health, education, financial inclusion, and agribusiness in Africa.
Joelle is also an Adjunct Instructor at New York University's Center for Global Affairs, where she teaches a graduate-level course on Launching and Scaling an Impact Fund.
Public bio:
Alex Martin is a seasoned Silicon Valley/NYC Technology Investment Banker with transaction experience spanning Growth Equity Raises, IPOs, Debt (Convertible & Investment Grade), LBOs, & M&A (Sponsor-Backed & Strategic M&A). He has tech sector experience across sectors including eCommerce, Internet, Online Video, Software & Clean Tech/Alternative Energy.
He attended the Richard Ivey Business School at Western University on a National Scholarship, awarded based on academic & all-around extra-curricular (community involvement, athletics) achievement to the top 25 entering 1st-year students. He is a Canadian Citizen, who was born & raised in Canada before landing a job in Silicon Valley and has built most of his career in the USA.
He is an honest, trustworthy, intelligent & principled investment professional with high integrity.
He considers himself a 'global citizen' & he aspires to be a wise advisor & investor that assists start-ups and companies with ambitious goals to improve the world through innovation and new technologies. He aspires to be a positive force in any company that he joins to create a great culture and accomplish great achievements.
Public bio:
Hi, I'm Ansel :)
I'm currently an entrepreneur growing fordi.io and was previously in PE at Wafra (NYC, $30B in AUM) and investment banking at Berkshire Global (NYC, small FIG boutique). In my prior roles, I specialized in private equity investments in asset managers and special situations real asset investments, so I would be most helpful in those two areas.
Public bio:
- Experience: 6 years experience in equity hedge funds, 4 years at sales and trading for a top IB.
- Asset class experience: Equities - with a focus on Asian equities. Foreign Exchange, Fixed Income, Credit, Distressed Debt, Interest rates, Options, Derivatives.
- Academic experience: Double degree in Financial Engineering/Operations Research and Economics.
- How I can help clients: Comprehensive interview preparation and mock interviews. Investment case study review and editing. Career mentoring. Resume and application review. Financial modeling consulting, editing and review.
Public bio:
- Never had a traditional path in my career.
- Took multiple attempts to reach my career goals.
- A lot of lessons learned in my path from boutique -> MM -> BB -> CD -> PE Portco -> BB -> PE Portco -> Strategic Finance Consulting
Public bio:
- 10+ years experience in finance
- Previous PE experience at Accordion Partners and Fortress Investment Group
- Investment Banking experience in Real Estate, Gaming and Lodging, and Equity-Linked Capital Markets
Public bio:
- Experienced investor across various industries and strategies
- Experience in distressed private equity, LBO private equity, hedge funds, and private credit
- Have worked in NYC and Los Angeles
- Graduated from Wharton as President of the Wharton Restructuring and Distressed Investing club
Public bio:
- Currently, an post-MBA Associate at a lower middle market private equity firm focused on the hospitality industry
- IB internships at an elite boutique in NYC and a lower middle market boutique in NC
- Significant transaction and portfolio operations experience
- Returned Peace Corps Volunteer (non-traditional path, to say the least)
- BS in Business Administration and Accounting; MBA with concentrations in Finance and Social Entrepreneurship
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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