Public bio:
I help founders, CEOs, and entrepreneurs scale their businesses through M&A, connecting North America and Europe, with a focus on tech and consumer goods.
I advise on growth strategy, valuations, and quality of earnings, bringing structure and clarity to every stage of the deal process.
Public bio:
I enjoy leveraging my quantitative skills to evaluate investment opportunities. Currently working within Commercial Real Estate space across acquisition and asset management functions. Enjoy teaching/ mentoring and sharing my experience.
Public bio:
Associate, Bulge Bracket Investment Bank in London
About the mentor:
- M.Phil in Finance and Economics from the University of Cambridge
- Over 4 years of experience at a bulge bracket investment bank in London, advising on M&A and financing transactions across the energy, natural resources, and healthcare sectors
- Previous experience at a top-tier Chinese investment bank and an international accounting firm
- Co-founder of a healthcare AI startup that applied natural language processing (NLP) to digitize and structure electronic medical records
- Holds multiple finance and investment-related professional certifications
- Passionate about mentoring students and professionals targeting careers in investment banking and broader financial services, with experience supporting candidates through every stage of the recruitment process—from crafting CVs and cover letters to preparing for online tests, video interviews, assessment centres, and final-round interviews
- Experienced in guiding candidates through different roles across banking, markets, and private equity, and providing practical advice on recruiting timelines, interview prep, and staying updated on current affairs
Expertise: Investment Banking, Corporate Finance, Accounting, Private Equity
Public bio:
I've been using WSO since my freshman year in college, have actively participated in giving individuals advise on career progression and what it mean working in equity research and asset allocation. I've been working part time at a career consulting firm that is access to multiple, highly ranged institutions where we coach students on interview and FT prep. As I look at myself and the mentor who impacted me the most, teaching and helping students have been a core pillar in my life that brings joy and fulfillment. I see WSO as an opportunity to access a broader range of students who are looking to start their journey in finance, and I believe my experience has allowed me to speak on what the expectations are and what are some of the most common pitfalls when starting out in finance.
Public bio:
- Graduated from a non-target university that has a Big 4 recruiting presence
- Began my career at PwC in the Audit for 2 years
- Applied to a LinkedIn posting for an analyst at a lower MM bank in Baltimore and was promoted to Associate within 8 months
- Spent a year in FP&A and another year with a firm investing in skilled nursing facilities
- Joined a lower MM bank in Baltimore as an Associate and have been in my current role for 6 months.
Public bio:
🔹 Global Macro Portfolio Manager | Systematic and Discretionary Trading | Multi Asset | Absolute Return
- Current Global Macro Portfolio Manager, running absolute-return strategies for a Chicago based fund.
- Graduated with a BEng (Hons) in Electronic and Computer Engineering from Brighton University (UK).
- Holds a Post Grad. Diploma in International Securities, Investments and Banking from the University of Reading (UK)
- MBA from Leicester University (UK)
- MSc in Financial Management from the University of Crete. Graduated top of class with First Class Honors – Only student in the cohort awarded this distinction. Perfect Thesis Grade (10/10).
- Experienced in Systematic analysis, Discretionary macro trading, strategic and tactical multi-asset allocation, equity analysis, as well as building Quantamental models.
- Worked with hedge funds, family offices, and institutional investors to design high-conviction portfolios focused on risk management and capital preservation.
- Currently pursuing a PhD in Finance with research focusing on next-generation valuation techniques using econometrics, machine learning, and advanced data methods.
- Experienced Mentor.
- Degrees didn't help me lot when it comes to delivering CONSISTENTLY positive returns under different regimes in the markets. I personally got better by learning next to experienced professionals who were already successful in what they were doing.
- Let me share my experience with you, my own wins and failures and help you succeed in your own professional career especially if you are interested in Global Macro Trading and Cross Asset Research.
- You can seriously improve your trading and analytical skills and stand out in your firm.
Public bio:
- Current Swing and Position Trader (Self-funded)
- Previously Principal at a leading alternative investments manager headquartered in Abu Dhabi, with $110bn assets under management, responsible of co-investments, direct investments, public equities and fund investment
- Previously Investment Manager at Abu Dhabi based Sovereign Wealth Fund, responsible of co-investments, direct investments, public equities and fund investments
- Previously Principal at a global TMT boutique leading transaction execution, commercial due diligence for private equity funds and strategic advisory
- Bachelors Degree from Bocconi University and Masters Degree from ESADE
Public bio:
- Current Vice President of M&A at SMBC Nikko, a mid market Japanese investment bank
- Previous M&A experience at big 4 and regional investment bank in Southeast Asia
- Currently working in Singapore, with past working experience in Kuala Lumpur, Malaysia
- Started my career in a boutique Asset Management firm, pivoted to M&A
- Graduated with a undergrad degree in Accounting and Finance from non Target school, currently a CFA Charterholder
Public bio:
Hello, my name is Kiran Patel and I am currently a senior investment analyst at KrisDan Management, Inc., a single-family office, based in Naples, FL focused on evaluating public and private companies along with money managers. Prior to joining KrisDan, I worked as an investment analyst at another single-family office called Windancer Holdings, LLC in Dayton, OH and worked as a sales & trading associate (interest rates and foreign exchange derivatives) at Fifth Third Bank in Charlotte, NC. I graduated from Wake Forest University in 2018 with a major in economics and a minor in entrepreneurship & social enterprise. Through mentorship, cold-emailing, and internships I was able to attain a robust base of knowledge amongst many finance career path opportunities, so I am happy to help from anything such as mock interviews, informational interviews, networking introductions, market questions, career path opportunities, opinions on firms, etc. I have experience interning in financial advising, asset management, outsourced-CIO/endowment management, coverage + product investment banking, equity research, and wealth management.
Public bio:
Graduate from HEC Paris (Grande Ecole Programme) and MIT Sloan (MFin) working as a 1st year Analyst at Lazard in Paris.
Significant internship experience: Audit at Deloitte, Infrastructure Private Equity at EDF Invest, Mid-cap Private Equity at LFPI, Venture Capital at BlackFin Capital Partners, and M&A at Lazard (converted into full-time offer).
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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