Public bio:
15 years of consulting experience across multiple geographies
Public bio:
Eryn's professional experience spans a wide range of fields, including Investment Banking, Private Equity, Funds Management, Wealth Advisory, and Accounting.
She has extensive experience with interviews and admissions, having received offers from leading firms across various industries, including but not limited to Bank of America Merrill Lynch, Pacific Equity Partners, EY, Deloitte and Magellan Asset Management.
Eryn completed a summer internship in Bank of America’s Investment Banking division during her second year of university, and upon graduation, she joined Bank of America as a full-time analyst
Public bio:
Current IBD professionals focusing on debt financing
5 year+ experience
Started as grad in S&T so open to students applying to both IB and ST
Asia Mkts focused - better HK and SG
Public bio:
Former Managing Director and Head of multiple Sales & Trading desks across Europe, with over 15 years of front-office experience in global equities, emerging markets, and institutional advisory. I've led regional teams across trading, sales, and research, hiring and mentoring analysts through to VP and Director level.
I occasionally mentor professionals who are serious about building or advancing a career in financial markets. Whether you're targeting a role in trading, preparing for promotion, or looking to sharpen your edge — I offer honest, practical advice based on real experience.
My approach is direct and strategic, grounded in what actually matters on the desk and in the interview room.
Note: I do this selectively and outside of my core business activity, to support driven individuals in the next generation of finance.
Public bio:
- Experienced Private Equity Fellow with a demonstrated history of working in the financial services industry
- Previously, technology Investment Banking Associate (mergers and acquisitions and capital raising)
- Pre-MBA experience includes several years in strategic finance, consulting, strategy, healthIT and healthcare services
- BA with dual major
Public bio:
- M&A Manager at a listed Australian food & beverage group, reporting directly to the CFO
- 8+ years of experience across M&A, Big 4 transaction services, and external audit
- CFA Charterholder and fully qualified Chartered Accountant (CA ANZ)
- Advised on transactions across consumer, financial services, and tech sectors
- Previous career coaching experience since 2023 – resume reviews, interview coaching, and career advice
- Passionate about helping students and early-career professionals build careers in finance
- Expertise in corporate development, strategy, M&A financial due diligence, and graduate recruitment pathways
Public bio:
I currently am a Partner at AGMI, a Life Science and Healthcare Investment and Growth Strategy Consultancy as well as the CEO of Intelligine Technologies where we future-proof organizations by building AI agents, solutions and infrastructure
Prior to my current roles, I led M&A diligence teams and PortCo value creation and growth strategy teams at McKinsey for global PE and VC firms with a focus on Life Science/Biotechs, Healthcare and Technology/Software. Prior to my time at the firm, I worked with 10+ tech startups (co-founded 3, sold 2, fractional COO or CBO roles at others).
Apart from this, I received a PhD in stem cells and blood cancers from Baylor College of Medicine and an Executive MBA at Wharton, specializing in Finance and Strategic Management
Public bio:
- Current Role: Wealth Manager at Banca Generali (Brescia, Italy), providing tailored financial advice to corporations, funds, institutional clients, and families.
- Expertise: Wealth management, investment strategy, tax and succession planning, and portfolio diversification.
- Previous Experience:
- UniCredit (Milan): Data Analyst – responsible for group-wide Data Governance and strategic transformation initiatives.
- Morningstar (Madrid): Financial Analyst – focused on fund performance analysis and asset manager relations.
- Languages: Italian (native), English (native), Spanish (advanced), Chinese (elementary).
- Certifications & Honors:
- European Financial Planning Association ESG Advisor
- Albo OCF Ordine Consulenti Finanziari
- Volunteering & Leadership: Active member of Rotary International, supporting philanthropic initiatives and global youth leadership programs.
Public bio:
- Director, M&A Advisory at PwC Singapore with more than 15 years of consulting, due diligence, carve outs and integration experience
- Co-led PwC Advisory University Masterclasses in Europe
- Region focus: APAC
- MBA at University of Manchester
Public bio:
个人简介
导师毕业于香港中文大学金融硕士,持有多项专业资格,包括香港证监会1号牌(证券交易)、4号牌(就证券提供意见)、6号牌(就机构融资提供意见),以及CFA、中国注册会计师、ACCA、FRM、中国基金/证券从业、MPF、IIQE等认证,现为香港资产管理行业资深从业者。
职业经历
曾任职于普华永道(香港)并购咨询部,参与企业融资与估值工作;后加入某大型中资投行香港总部,主导及参与多项上市、并购重组项目,具备完整投行经验。目前主要聚焦两大方向:
1. 于大型PE机构负责一级市场私募股权投资,以财务投资者角色推动股权投融资、国际合作基金设立,并兼顾不良资产领域;
2. 任职于总部位于新加坡的香港资产管理公司,负责境外资产与财富管理。
行业资源与专长
• 股权投资领域:深耕集成电路、新能源汽车、清洁能源、医疗、TMT、基础设施建设、房地产等行业;
• 资产管理领域:除机构职务外,个人作为合资格专业投资者,对港股、美股、A股、债券、黄金等有多年实战经验与市场洞察,并与中信证券、中金、交银国际等境内外券商团队保持密切合作。
服务特色
为人随和、负责,善于以跨行业视角帮助学员构建系统性思维。擅长简历优化、行为面试与技术面辅导,并可提供内推资源。
可提供的支持
试听、求职咨询、实习/工作内推、考证辅导、简历修改、模拟面试、笔试/课题辅导、行业经验分享等。
辅导方向
IPO、并购重组、财富管理、行业研究(stock pitch)、股权投资、金融技术知识(投行400问)、行为面试、笔试、网测题目等。
过往学员成果(部分)
高盛香港合规暑期实习、野村证券研究实习、深高投私募股权投资全职、招商证券投行香港高经/分析师、中银国际IBD团队、香港宏观私募基金全职、新加坡/香港第三方财富管理公司全职、中信建投/华泰证券/海通证券投行部录用、Palazzari & Turries精品投行经理、毕马威审计全职、华为财经、小红书战投实习、顺丰财务BP等
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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