Public bio:
Equity Research Analyst focused on Italian small and mid-cap companies listed on Euronext Growth Milan. Experienced in financial modelling, valuation, IPO research, listed company coverage and equity research report writing, with sector exposure mainly across energy, renewables and industrial companies. Interested in further developing advanced equity research, financial modelling and investment analysis skills.
Public bio:
I spent two years at Credit Suisse in investment banking, where I worked on the $8B sale of BodyArmor to Coca-Cola, the largest acquisition in Coca-Cola's history, and the $110M a.k.a. Brands IPO. I built the models, the valuation work, and the decks that go in front of clients. I passed the SIE and Series 79 along the way.
I did not come up through a target-school feeder pipeline. I broke in from the University of Cape Town, did my MBA at Simon Business School in Rochester, and made the jump through outreach and a lot of reps on technicals. If you are recruiting from a non-target, an international background, or just outside the obvious path, I have walked exactly that road.
After banking I led strategic finance at Standard AI, then started my own AI company and closed a $200K pre-seed entirely from cold outreach. So when I teach you how to network, it is not recycled advice. It is what actually got people to reply to me.
What I can help you with:
- Recruiting strategy and outreach that gets responses, not silence
- Technicals: accounting, valuation, DCF, LBO, the questions that actually get asked
- Interview prep, including the behavioral and "why banking" answers that sink most candidates
- The honest version of what the job is day to day, and whether it is the right move for you at all
I will give you the truth, including when it is not the answer you wanted. If that is the kind of mentor you want, let's talk.
Public bio:
- Currently a Manager focused on M&A in the chemicals industry
- 2+ years experience as an associate at a middle market private equity firm
- 2+ years experience as an analyst at KeyBanc Capital Markets with the Utilities and the Healthcare Investment Banking teams focusing on M&A and project finance capital raises
Public bio:
A highly ranked senior equity research professional
Worked at top-tier US investment banks in Europe for more than 15 years, covering banks and specialty financials
Graduated with an MBA from MIT and a BS in Mechanical Engineering from UC Davis
Fluent in English and French
Public bio:
Former Investment Banker, now Partner at Vertigo Capital
Public bio:
I currently work in investment banking covering energy and infrastructure transactions and have firsthand experience navigating competitive recruiting processes. I enjoy helping students and early-career professionals break into investment banking, project finance, and energy investing through practical, actionable advice. Whether it's refining your story, preparing for technical interviews, networking effectively, or understanding what the job is really like, my goal is to help you approach recruiting with confidence and clarity.
Public bio:
- 8 years of experience in equity research across buy-side and sell-side in HK
- Specializing in consumer and automotive sectors, covering public companies across retail, consumer brands, food & beverage, automotive, and lifestyle industries
- Regularly engages with company management teams, industry experts, sell-side analysts, and investors to identify market trends and investment opportunities
- Quantitative finance graduate from a leading Hong Kong university
Public bio:
Investment banking professional with 7+ years of experience at a global investment bank in São Paulo, covering M&A, ECM and DCM transactions across sectors such as education, healthcare, agribusiness, energy, consumer and infrastructure.
I started as an intern and progressed to Senior Associate, working on live cross-border M&A, IPOs, follow-ons, strategic pitches, valuation, financial modeling, IC materials and board-level presentations. I have also supervised analysts and junior associates, helping them improve modeling, presentation quality, attention to detail and overall execution discipline.
As a mentor, I can help candidates and junior bankers with investment banking recruiting, resume and interview preparation, technical questions, financial modeling, deal execution, pitchbook standards, career development and navigating the realities of banking in Brazil / Latin America. My style is practical, direct and focused on giving actionable feedback that candidates can actually use.
Public bio:
Experienced M&A Vice President specializing in Smid Cap transactions
Over 5 years of experience executing and advising on 50+ transactions across a broad range of sectors and deal situations
Public bio:
I am a former Director at J.P. Morgan with more than a decade of experience across investment banking, private equity, capital raising, and strategic advisory. Throughout my career, I have advised institutional investors, private equity sponsors, developers, and asset managers on more than €3 billion of transactions across Europe, spanning real and alternative assets.
My experience includes platform M&A, debt and equity capital raises, refinancings, structured cross-border investments, and special situations. Having worked across both advisory and principal investing environments, I bring a perspective that combines rigorous financial analysis with practical transaction execution and strategic decision-making. Senior roles at J.P. Morgan have given me extensive experience leading complex transactions, managing stakeholders, and evaluating investment opportunities in dynamic market environments.
As a mentor, I help candidates break into and progress across the areas where I've spent my career: investment banking, private equity, real assets investing, and research. My coaching focuses on the skills that drive recruiting success and long-term career progression: networking effectively, mastering technical interviews, developing commercial judgment, communicating investment ideas clearly, and building a credible professional narrative. Whether preparing for a first internship, pursuing a lateral move, or positioning for promotion, I tailor each engagement to the candidate's specific goals and stage of development.
I hold an MPhil in Finance and a DPhil in Econometrics and International Finance from the University of Cambridge. My academic research focused on international financial markets, portfolio diversification, and investment decision-making, complementing my transaction experience with a rigorous analytical foundation.
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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