WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
1 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Associate with 2 years of Private Equity experience in Miami and 3 years of Investment Banking experience in New York
  • Mergers & Acquisitions and Leveraged & Acquisition Finance exposure in the United States and Latin American markets
  • Sector focus in Middle Market Leveraged Buyouts for Industrials & Distribution, Business Services, and Consumer 
  • Knowledge of lateral recruiting to a bulge bracket and of off-cycle recruiting to the buyside
  • Member of various diversity programs - SEO Alternative Investment Fellowship Program and MLT Private Equity Accelerator
  • Attended an undergraduate business school at a semi-target university in the United States
  • Miami
    • New York City
  • Miami
    • New York City
Excellent
5
1 Sessions
Member since 2020
Investment Banking
  • 2nd-year investment banking analyst focused on principal M&A transactions in the financial services space
  • Prior to banking, held internships in merchant banking, commodities brokerage and wealth management
  • Graduated with a degree in Economics
  • New York City
  • New York City
Excellent
5
1 Sessions
Member since 2026
Investment Banking

30 years of TMT investment banking in Europe with a focus on M&A, fundraising and IPO.

Management ( hiring, coaching, promotions) of corporate finance teams of 20 banker.

Personal focus on enhancing diversity in corporate finance

  • Paris
    • London
  • Paris
    • London
Excellent
5
1 Sessions
Member since 2023
Private Equity
  • Investment Banking
  • Helped place personal mentees into both bulge bracket & elite boutique investment banking and megafund private equity roles right out of undergrad
  • Author of a popular WSO post on private equity recruiting - https://www.wallstreetoasis.com/forum/private-equ…
  • Responsible for both intern and full-time recruiting in both banking and private equity (5 years of experience)
  • Worked across industry coverage and product (M&A) groups at both a bulge bracket and elite boutique across SF and NY. Worked at a generalist PE firm and specialized into business services
  • Experience in LBOs, M&A, IPOs, public / private debt
  • New York City
    • San Francisco
  • New York City
    • San Francisco
Excellent
5
1 Sessions
Member since 2022
Proprietary Trading
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Prop Trading
  • Fundamental Research at a quant/prop trading firm
  • Previously did sell-side equity research at Tier 1 banks in London
  • Interviewed cycles of summer interns, new graduates, jr hires and understand all aspects of the hiring process
  • I understand the grind for apps... consistently 100-200 apps a year during uni... memories are still recent so would be helpful for students/grads/jrs
  • Long-time WSO member!
  • I will be 100% transparent + committed to your success - say whatever your thoughts are. No bias here 
  • London
Excellent
5
1 Sessions
Member since 2023
Private Equity
  • Investment Banking
  • Prop Trading
  • Currently a principal involved in consumer, retail and e-commerce private equity investments
  • With 9+ years experience in investment banking / financial advisory focused in Technology, media and telecom (TMT) sector group and global markets, alternative credit & special situations
  • Started his career as a derivative trader in fixed Income, credit, and commodities
  • London
    • Riyadh
  • London
    • Riyadh
Excellent
5
70 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Private Equity
  • Venture Capital

Areas of expertise:

  • Preparing for IBD and PE interviews - given wide experience both from an interviewee and an interviewer perspective
  • Networking - both through friendly intros and cold approaches
  • Deciding on the bank to join and helping to structure key considerations and analyse them through long term lenses
  • Insights about various groups between banks, and their exit prospects
  • Helping to figure out what is it that you want to do professionally, and which path could suit you the most in terms of work / life balance, life / career goals and work appetite
  • Proprietary resources in terms of talking about the deals, structuring answers, as well as modelling exercises available upon request
  • Tailored approach, and help with networking thanks to a wide network of contacts both in London and globally

 

Biography:

  • Vice President in Bulge Bracket Investment Bank, based in London, with over 9 years of experience advising clients across M&A, equity and debt financing
  • Have worked at both European and American investment banks in London, and spent 18 months in Private Equity
  • Maintain a wide network of contacts globally
  • Involved in the summer analyst, analyst, associate recruitment process in bulge bracket banks, including interviews, case studies, hiring and ranking / performance panels
  • Well-rounded and diverse experience in M&A, leveraged finance, private placements, IPOs / follow-ons and ABB

 

Success stories:

  • Helped 14 people to go through first rounds and ACs and secure their full-time offers at IBD
  • Coached successfully 11 people to secure jobs in top PE houses in London and MENA

 

 

    • London
      • New York City
      • Paris
      • San Francisco
    • London
      • New York City
      • Paris
      • San Francisco
    Excellent
    5
    54 Sessions
    Member since 2016
    Management Consulting
    • Consulting

    * Practice leader for Deloitte’s consulting practice, 15 years
    * 15+ years of experience in M&A, Divestiture, Business process improvement, Technology Consulting and continues to advise key Fortune 500 clients
    * Primary Industry Areas include Banking, Biotech, Pharma, Healthcare, High-tech and Government

    • Los Angeles
    • Los Angeles
    Excellent
    5
    48 Sessions
    Member since 2021
    Private Credit
    • Investment Banking
    • Asset Management
    • Equity Research
    • Private Credit
    • Currently working as a private credit investment associate at a $30Bn+ AUM asset manager in NYC
    • MBA Graduate (M7) and CFA Charterholder
    • Interned at one of the largest mutual fund ($3 trillion+ AUM)
    • Previous full-time experience as a credit research associate covering the energy sector and full time and summer banking experience at BofA Merrill Lynch
    • Have numerous volunteering experience as a resume and cover letter editor that helped college students/experienced professionals securing internships/full-time opportunities
    • Happy to provide honest feedback and strategize on using MBA (M7) as a career pivoting/advancing option + leverage personal contacts for additional feedback on career as needed
    • Graduated with BSBA in Finance and Accounting and a minor in economics
    • New York City
      • Los Angeles
      • New York City
    • New York City
      • Los Angeles
      • New York City
    Excellent
    5
    46 Sessions
    Member since 2018
    Management Consulting
    • Investment Banking
    • Private Equity
  • Columbia University
    • Previous Associate at a PE firm investing in middle-market businesses
    • Previously, a Senior Analyst at Piper Jaffray in the Leveraged Finance group, working across all industry verticals on LBOs, acquisition financings, refinancings, and recapitalizations
    • Spent 2 years at Citi in the Leveraged Finance Credit Portfolio group focused on origination and ongoing credit monitoring of outstanding loans. Was also a member of the Columbia recruiting committee for the Investment Banking Division for incoming Summer and Full-Time Analysts
    • Graduated in 2014 from Columbia University with a BA in Business Management and Hispanic Studies

    WSO Podcast: Bulge Bracket IB Analyst -> MM in Lev Finance -> Private Equity

    Listen on iTunes | Stitcher | Spotify | All WSO Podcasts

    • Chicago
      • Austin
      • New York City
    • Chicago
      • Austin
      • New York City

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