Public bio:
- Current role: portfolio manager specializing in quantitative relative value strategies at a large multi-strategy hedge fund
- Previously ran a sellside rates desk book
Public bio:
- A non-target background that made it through to real estate private equity (REPE).
- Currently, an analyst at a middle-market real estate private equity firm. Works as a Peer Career Advisor for students and professionals interested in a career in real estate private equity.
- Has nearly three years of real estate investing experience across most real estate product types. Also manages the summer associate/analyst pool within the firm.
- Previously spent two years working at a boutique investment bank covering M&A and various capital raising assignments.
Public bio:
Goldman Sachs
Vice President
S&T focusing on cross asset derivatives
BSc Applied Economics
MSc Finance
Here to help you secure a spring or summer internship and convert it to a full time role.
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:
- Founder / CEO at HMR Coaching & Consulting providing Leadership Advisory, professional & personal Coaching, Training and Consulting Services
- Director of Finance, Co-Leader Finance Transformation McKinsey & Co. responsible for Change Management
- CFO Client Capabilities, Finance Department of McKinsey & Co. – Financial Planning & Analysis, Performance Management and Compliance
- Previously co-founder of McKinsey's Global Risk Management Practice
- Building and developing Consulting, Research and Analytics teams
- Establishing strategy & operations for Global Practice Service Lines across all type of financial and operational risks
- Previously spent ~8 years as consultant at McKinsey & Co. with focus on Financial Institutions, Energy & Materials, Risk Management engagements
- Certified as Systemic Coach (BDVT), accredited iEQ9 Enneagram Practitioner, education in Positive Psychology, Centered and Adaptive Leadership
- PhD in Financial Economics, Institute for Quantitative Finance, Imperial College, London, UK, sponsored by British Gas Plc.
- Diploma in Computer Science & Operational Research at University of Bonn, Germany
- Native proficiency in German and English
Public bio:
Private Equity / M&A Professional turned Entrepreneur
Former senior associate in Private Equity at Hg Capital, specializing in B2B SaaS for 3 years. Transitioned successfully from 1.5 years in Corporate Development at Gen (formerly Avast / Norton) to private equity. Previously spent 2.5 years at UBS in Investment Banking, primarily focused on M&A as a generalist. Experienced in mentoring and training analysts, actively involved in mentorship initiatives and junior training programs at Hg Capital and UBS. Currently building a software business to serve private equity clients.
Graduated from Washington & Lee University in 2017 with a BA in Economics and German Studies. Completed a year of exchange at LSE, which prompted the move from the US to London.
Passionate about tech, entrepreneurship, tennis, and surfing. Fluent in English, Ukrainian, and Russian, with conversational proficiency in German.
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
Public bio:
- First-year Private Equity Associate at a middle-market private equity firm in New York
- Previously spent 3 years in Investment Banking (analyst to associate promotion), primarily worked on middle-market sell-side M&A; Led on-campus recruiting initiatives and served as a mentor to summer analysts
- Broad sector coverage experience, mainly concentrated in Technology, Services, Healthcare, and Industrials
- Studied Finance as an undergrad; Ran on-campus mentorship and interview prep program
Public bio:
- Investment Banking Associate in the Industrial Group
- Broad industrial experience including industrial technologies, cruise lines, waste management
- Previously part of the investment team for a Los Angeles based family office, specializing in alternative investments
- MBA
- CFA Charterholder
- CPA (inactive)
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.
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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