Public bio:
Background
- Finance professional in JLL’s Energy & Infrastructure investment banking team, advising on M&A and capital raising across Australia and New Zealand, with cross-border APAC exposure
- Over 4 years’ experience at Beijing Energy (Chinese state-owned enterprise), responsible for in-house acquisitions and corporate finance for Australian renewable projects, covering deal evaluation, execution, and post-acquisition performance monitoring
Technical & Education
- Advanced financial modelling, extensive models built from scratch
- Bilingual English and Mandarin
- BSc in Computer Science; MSc in Actuarial Practice (both average High Distinction)
- CFA, CPA Australia, FRM qualified
Public bio:
Current Prime Brokerage Sales at an American Bulge Bracket. Previous Summer Intern in Sales and Trading during second year of University. Graduate rotational programme across Strategic Venture Capital, Commodity Sales, Credit Sales and Senior Relationship Management. Graduated with a BSc in Economics.
Public bio:
* Investment Professional at early stage VC in the US
* MBA from Chicago Booth
* Previously spent ~5 years of experience equally split across McKinsey and early stage technology investing in South Asia
* Angel investing
* Graduated with Hons in Mechanical Engineering from one of the leading engineering institutions in India
* Conversational proficiency in French
Public bio:
- Venture Investor and Co-Founder of two venture investing vehicles, including a family-office backed partnership and a hard climate technology fund
- Fractional CFO -- advised companies with over $60M in gross receipts, including digital transformation and accounting migration
- CEO/Co-Founder of an Applied AI/computer vision company
- Fixed Income Trader and Banker at Nomura Securities
- Brown grad
Public bio:
* Equity Research Associate on the Investment Team of a Canadian based value-oriented hedge fund * Graduated with a Bachelors of Business Administration and completed CFA Level 2
Public bio:
Corporate Banking Associate with 4+ years of banking experience, currently specializing in the Financial Institutions Group (FIG) Coverage team at NatWest. I began my career in investment banking as part of JPMorgan’s highly competitive rotational graduate program, where I gained hands-on experience across diverse teams including Transaction Banking, Markets, and Data & AI. This foundational exposure to different areas within banking has given me a comprehensive understanding of the sector, allowing me to approach challenges with a well-rounded perspective.
I pride myself on maintaining a calm and collected demeanor, particularly when mentoring others. My ability to connect with individuals and guide them in their professional journeys has been a core strength throughout my career. I’m passionate about helping others build their networks and place them in front of the right opportunities. Through my extensive network across bulge-bracket investment banks, I can introduce and connect mentees with key decision-makers in various divisions—whether that’s within M&A, ECM, Debt Capital Markets, or Trading.
In my mentorship, I focus on both technical development and strategic career advice, offering guidance on navigating complex banking environments and fostering long-term career growth. I'm always open to sharing insights on the broader financial landscape, the latest market trends, and strategies to excel in the industry.
Public bio:
- Current 1st-year investment banking associate
- She was previously an analyst at a bulge bracket bank in their consumer retail group covering multiple IPOs, buy-side advisory and engaged in tracking SPAC-related activity
Public bio:
- Analyst at a leading healthcare venture capital fund (AUM ~$750M)
- Non-sourcing role primarily responsible for diligence
- ~2 years at leading management consulting firm
- Semi-target undergrad
Public bio:
- A Senior Financial Analyst that leads FP&A processes for short and long-term planning and M&A deal process
- Prior, he was a Corporate Treasury Analyst under the capital strategy and investor relations group
- Graduated with BSc in Accounting and Finance
Public bio:
- Current licensed Fund/Portfolio Manager at an Asset Management Company
- Current Founder of an AI and Algorithmic trading platform
- Current Advisor to AI Startup company focusing on AI solutions to automate KYC/AML compliance workflows in the financial industry
- Previous Head of Sales and Electronic Trading at a boutique Investment Bank
- Private Investor – Invested in more than 7 startups/VCs across multiple jurisdictions (USA, Hong Kong, Singapore, Australia, and Korea). Acted as Pro-Bono Advisor to the CEO in 2 companies, helped with business strategy, investor presentations and guided them to a higher valuation in their fundraising rounds. Also assisted with fundraising
- Graduated with a Bachelor of Commerce (Accounting and Finance) and a Master of Technology degree
- Previously worked for Goldman Sachs and Credit Lyonnais Securities Asia (CLSA) in Hong Kong and Singapore
- Native in English and Cantonese, Full Professional Proficiency in Mandarin
- Professional working experience in Australia, Hong Kong, Singapore and China
- WSET Level 2 holder (Wine and Spirits). Many interests including wine, whisky, golf and tennis
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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