Public bio:
- Investment Banking Associate at Lincoln International (Tech sector)
- ~5 years M&A transaction experience across mid-cap tech, software, managed services and technology-enabled business models
- Experience in financial modelling, valuation, investor materials, due diligence management and transaction execution
- Previously Associate at KPMG (TMT sector)
- Previous experiences at goetzpartners and the European Investment Fund
- MSc in Financial Management and BSc in International Business, Finance and Economics from the University of Manchester
- Professional proficiency in English and German; native Bulgarian speaker
Public bio:
Buyside equity research analyst with four years of experience covering public equities. Started on the buyside out of Ivey Business School and have been doing fundamental research since day one.
My focus is on deep-dive fundamental analysis — understanding businesses, shaping investment thesis, constructing differentiated thinking, building financial models and forecasts, and thinking through variant perception the way a long/short investor has to. Comfortable across value-oriented and quality-growth frameworks.
Happy to help students and early-career folks who are serious about breaking into buyside ER — whether that's how to position yourself coming out of school, how the buyside research process actually works day-to-day, how to build and present an investment thesis, or how to think about the transition from sellside to buyside if that's your path.
Ivey gave me a strong foundation, but a lot of what matters on the buyside you learn by doing. I can help you shortcut some of that curve.
Public bio:
Senior Quantitative Analyst with experience in high-stakes financial environments.
Public bio:
Natalie Andre is an investor relations and communications professional with more than 14 years of experience across funds management, capital markets, financial services and alternative investments.
Natalie currently serves as Investor Experience Manager at Carbon Growth Partners, where she leads investor relations, stakeholder engagement and communications activities across environmental markets investment strategies. Her responsibilities include investor onboarding, capital raising support, investor reporting, stewardship initiatives and ongoing relationship management with institutional investors, family offices, wealth managers and high-net-worth individuals.
Prior to joining Carbon Growth Partners, Natalie held investor relations roles with FiftyOne Capital and a long-short equities investment manager, where she was responsible for investor communications, fund operations, compliance, governance and business development support. Her experience also includes senior communications and marketing roles within financial technology, listed markets and corporate services businesses, providing her with a unique ability to translate complex investment opportunities into clear and compelling stakeholder communications.
Throughout her career, Natalie has developed expertise in investor relations, client service, capital raising support, fund operations, governance, communications and stakeholder engagement. She is recognised for building trusted relationships, delivering exceptional investor experiences and supporting long-term capital formation outcomes.
Natalie holds a Bachelor of Arts in Mass Communication from Curtin University, a Diploma of Project Management, a Graduate Diploma of Applied Corporate Governance and Risk Management from the Australian Institute of Company Directors, and a Certificate in Financial Markets. She is also RG146 qualified.
Public bio:
Reda Belkahla is an Investment Banking Analyst at Bank of America (Large Cap team) and a graduate of CentraleSupélec, France’s premier engineering institution. Specializing in operational research, risk analytics, and financial engineering, Reda bridges the gap between complex quantitative modeling and corporate finance (Very useful, especially on how to use AI on day-to-day tasks).
Prior to joining Bank of America, Reda built a robust international deal-making track record across Europe and the Middle East. His experience includes a Large Cap M&A internship at Rothschild & Co in Dubai , where he worked on a variety of $1bn+ mandates. He also completed an M&A internship at Société Générale CIB in Paris , contributing to high-stakes Real Estate transactions and portfolio disposals.
Having successfully navigated elite French preparatory classes , international academic exchanges (UCL London, TU Berlin), and competitive recruitment processes for top-tier global investment banks, Reda is uniquely positioned to mentor aspiring finance professionals. He offers actionable insights on landing large-cap M&A roles, mastering technical interviews, and navigating cross-border career transitions.
Public bio:
Investment professional based in Zürich with over eight years across M&A, private equity, and cleantech startup finance. I started at Nomura Greentech advising on infrastructure and renewable energy transactions across EMEA, then moved to Energy Infrastructure Partners leading PE investments across European infrastructure platforms. I'm currently Director of Finance at a cleantech startup focused on M&A execution and capital raises.
WSO was a big part of how I broke into finance — I still subscribe to The Daily Peel and regularly share the brain teasers with my current analysts. Mentoring junior colleagues has always been one of the most rewarding parts of my career. I'd love to help mentees navigate IB and PE recruiting, technical prep, and building a career in the Zürich and European finance market. Available in a limited capacity, but genuinely committed to whoever I work with.
Public bio:
- Current Lead Investor at W23 Global, a US$125m growth equity fund backed by a consortium of global retailers.
- Previously spent six years as a Director at Firemark Ventures, leading minority investments in growth-stage technology companies, globally.
- Deployed more than $100m of growth equity capital across AI, SaaS, FinTech, supply chain, and retail technology, with portfolio exits in both public and private markets, including two IPOs.
- Full deal-lifecycle experience across sourcing, due diligence, valuation and financial modelling, transaction execution, and portfolio management
- Earlier roles in Corporate Development (M&A) at IAG and Strategy at Woolworths; began career as an Analyst in Corporate Finance at Deloitte.
- Chartered Accountant (Chartered Accountants Australia & New Zealand) and member of the Australian Institute of Company Directors.
- Graduated with a Bachelor of Applied Finance and a Bachelor of Commerce (Accounting) from Macquarie University.
Public bio:
Investment banking professional with a 21-year track record in the financial industry, encompassing more than 80 debt and equity transactions (for a total of more than CHF 14bn) as well as complex M&A transactions (disposals, acquisitions, mergers) and defense mandates
Extensive experience in credit structuring, credit rating assessment and financial analysis for investment grade and sub-investment grade lenders
Public bio:
Felix is a Growth Equity and Private Credit investor at Riverside Acceleration Capital, the B2B software-focused strategy of The Riverside Company — a New York-based global private equity firm founded in 1988 with more than 1,100 investments across its history. RAC invests exclusively in B2B software across growth equity and private credit. In his role, Felix leads deal origination, end-to-end due diligence, investment structuring, and holds board observer mandates across the portfolio.
His career path is anything but linear — he started with a banking apprenticeship, completed a dual-study undergrad while working full-time at a bank, co-founded a business, and earned an MSc in Finance at NOVA SBE. He then moved through investment banking and VC before joining RAC as its first European hire alongside the founding partner.
Felix mentors on buy-side recruiting, IB-to-PE/GE transitions, deal experience storytelling, and navigating early-career decisions in finance — with a particular eye for candidates from non-traditional backgrounds.
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.
or Want to Sign up with your social account?