Public bio:
Prev. experience:
Equity Derivatives Trading (Emerging markets - Russia) @ Renaissance Capital, VTB Capital, Sber CIB UK
Financial Risk Management consulting @ EY
Treasury/ALM @ SocGen
Graduated from Columbia University (Ms in Operations Research , track - Derivatives/Financial Engineering)
Public bio:
Hi, I’m Evie, Founder of The Growth Collective and a Specialist in EQ, Peak Performance, and Fast Results Transformation. A Coach and a Mentor.
I’ve spent over 20 years working globally in Finance, Real Estate, Management and Equity Markets across Europe, Africa and Asia. What I now bring is the kind of experience that helps leaders and businesses not just perform, but actually thrive. I have coached and mentored driven founders and executives globally and specialise in rapid and radical transformations with a high level focus on EQ development.
Public bio:
After an MBA and brief stints in biotech and management consulting, I worked for almost 20 years as a healthcare investor for funds that employed a variety of strategies including, long-only and long/short equity, event driven and volatility arbitrage, mezzanine and late-stage venture capital, convertible debt, fixed income, and derivatives.
Public bio:
I do the simple things very well.
I am positive. I communicate exceptionally well. I am very structured.
Keep things simple, do the simple things well, and you will pass Management Consulting interviews.
Join me for simple practice and honest feedback - you will be successful and you will pass.
Public bio:
- Currently on the private investment team of a 10b+ aum permanent pool of capital.
- Currently invest in private equity (growth, venture, buyouts) and real estate via fund investments, co-investments, and directs.
- I have experience working with esoteric assets (ex: professional sports team).
- Previously worked at a 2b+ family office focused on building out an investment framework, setting asset allocation targets, and building the private portfolio (venture, growth, buyout).
- Willing to help with interview prep, case studies, and investment frameworks.
Public bio:
- VP, Finance at Series C software startup backed by A16Z.
- Previously Head of FP&A and VP, Finance at Series D and Series A startups, respectively.
- One successful exit (Series D startup).
- Started my career in corporate FP&A and restructuring consulting.
- BS, Economics from a flagship state university.
Public bio:
CFA Charterholder and MBA from top business school with 12+ years of experience in investment consulting and advisory with KPMG, JP Morgan & Citi
Public bio:
Experiences junior Investment Professional with broad transaction experience (4 closed deals, ~$700m equity deployed in both operating companies and assets) across renewable energy, logistics, transport, asset leasing and general infrastructure sectors. Board responsibilities in a co-control platform in India.
My path to PE has - as much as its seen my blood, sweat and tears - have been with a lot of fortuitous luck. Hoping to give back and mentor the next generation of finance professionals.
Outside of work, I am a pizza nerd and social impact advocate who sells pizzas to raise funds for charitable causes. I also love a good film and love to travel - especially the type of travel where I try my best to see the place through the lens of a local (shoutout to Anthony Bourdain!)
Public bio:
- Front-office experience across Private Equity, M&A, Corporate Development, Valuations & Financial Modelling, Private Credit and Commercial Banking
- Roles held at a leading global PE investor, Australia’s largest bank, a Big 4 advisory firm and a top ASX-listed corporate
- Experienced mentor with a proven track record helping students and early professionals break into high-finance careers with clarity and confidence
- Support with interview prep, technical skill development, networking strategy and career guidance
- Calm, supportive and results-focused mentoring approach — Melbourne-based and working across Australian and international time zone
Public bio:
EXPERIENCE SUMMARY
Seasoned Financial Modeling and Analytics professional with over 16+ years of experience across global firms such as HSBC, EY, Franklin Templeton, UBS, and Deutsche Bank, holding various strategic roles. A results-driven leader skilled in Alternative Investments, Corporate Finance, M&A, and Valuation across multiple industries. Experienced in driving strategic initiatives, fostering revenue growth, building high-performing teams, and nurturing key client relationships
LEADERSHIP ACHIEVEMENT SUMMARY
- Accomplished leader with 8+ years of experience building and managing global businesses at HSBC, E&Y, and Franklin Templeton Investments.
- Presently at HSBC, managing $15mn Alternative Investments Performance & Reporting (Alt P&R) offshore practice
- Built a $10mn Financial Services Office (FSO) within Valuation Modeling and Economics (VME) practice at EY with 3x revenue growth in two years
- Established a global research team at Franklin Templeton Investments to provide support to 15 fund managers worldwide, collectively overseeing $400bn in AUM
PROJECTS UNDERTAKEN SUMMARY
- Financial Modeling: Over 15 years of expertise in designing and developing more than 100 advanced Excel-based models for purposes such as valuation, M&A transactions, spinoffs, and generating actionable insights.
- Research & Report Writing: 12+ years of experience conducting investment research—covering both equity and industry analysis—and producing comprehensive buy-side and sell-side reports for leading global investment banks and asset management firms.
- Data Analytics: 8 years of hands-on experience managing and analyzing large-scale datasets (including alternative and financial data) using advanced Excel, Python, and Power BI, consistently uncovering valuable business insights.
CORE COMPETENCIES: Alternative Investments, Financial Modeling, Data Analytics, Investment Strategy, Valuation (DCF, Relative, Waterfall), Client Relationship Management, Team Leadership, Management Consulting.
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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