Public bio:
I am a graduate of the University of Oxford, the founder of EduCat, ImperfectCEO, and partner at EduTech Fund.
At the age of 23, I exited my second edu-tech startup (Perfectly Personal) and moved on to build EduCat, a leading study abroad platform. In 2024, I joined EduTech Fund, a boutique investing strictly in education as an investment partner.
I was included in the Forbes list of "23 for 2023", i.e. people who are especially worth watching as "leaders of tomorrow", as well as Forbes 30u30 and Forbes TOP10 Young Inspiring Entrepreneurs.
It continues to be a rollercoaster ride and I am more than happy to share the lessons :)
Public bio:
Investment Banking (M&A) Associate at Mediobanca
Public bio:
- Current second-year MBA student at Columbia Business School in New York
- Summer Associate at Goldman Sachs in Investment Banking; received a full-time return offer
- For the ~2 years before my MBA, I was a Project Finance Manager at EDF Renewables. I oversaw restructurings, refinancings, and lead distressed M&A processes. In-depth knowledge of financing processes, including legal aspects, and served as a Steering Committee member representing company in a sell-down process
- Project Finance Associate and Analyst, gaining extensive structured finance modeling experience in renewable energy projects
- Started my career in Private Equity
- Studied in Germany and lived 6+ years in Chile
- Besides English, fluent in German and Spanish
Public bio:
- Graduated with a B.A. in Political Science
- Worked at BCMS as an Investment Banking Analyst / Investment Banking Senior Analyst from 2015 through 2018 with focused on sell-side M&A deals for the lower-middle market. Closed various deals across different industries (it is a generalist bank)
- Since 2018, worked at Universal Music Group as a Senior Financial Analyst on the Corporate Development & Strategy Team working on M&A deals and strategic analyses / initiatives - both to drive growth in the company
- Started a 501(c)(3) education non-profit called Leadership and Education for All Foundation (LEAF); currently the Founder and CEO
Public bio:
- Corporate strategy & development associate who manages multiple acquisitions by due diligence and transaction execution
- He was previously an analyst with the valuation advisory/portfolio valuations group
- Graduated with a double major: Finance and Analytics
Public bio:
- He is currently an Investment Analyst at a sovereign wealth fund that invests across traditional and alternative asset classes. He leads the group's venture capital and private equity efforts.
- Prior, he was an associate at a venture capital Fund of Funds. He split his time between early-stage venture capital manager selection and early and growth stage direct investing. While he has worked on investments across sectors and geographies, he has had a deep interest in early-stage consumer technology investing and the ongoing transformation of consumer behaviors - from the rise of direct to consumer (D2C) brands to the impact of financial technology.
- Graduated with his MBA from the University of North Carolina with an emphasis on Venture Capital & Entrepreneurship; earned his BA in European Studies with an emphasis on European Economics
- Fluent in English, Italian, Russian, and Ukrainian
Public bio:
- Internal Auditor
- Previously Accounting & Tax consultant for international companies
- Master in Finance at Bocconi University
- Working experience in Italy, Hong Kong, Belgium
- Italian, French, English speaker
Public bio:
- Quantitative Investment Analyst at an investment management firm focused on law
- Consulting Associate under the financial advisory services
- Background in dispute advisory and business valuations
- Graduated with a degree in Economics-Accounting
Public bio:
A seasoned private banker serving Ultra High Net Worth clients and family offices across Greater China. With expertise in investment advisory, wealth management, family office operations, and legacy planning, Jacky specializes in alternative investments, including private equity, venture capital, and private credit. He is also at the forefront of integrating digital assets into wealth management—leveraging cryptocurrency, blockchain, and web3 strategies to promote generational wealth growth and preservation. Jacky is committed to developing comprehensive solutions that address the diverse needs of clients focused on protecting, growing, and stewarding multi-generational wealth within complex family dynamics.
Public bio:
Current Equity Partner & Head of Sustainable Finance Solutions at Fitzwilliam Dunne, building a fractional sustainable finance practice that leverages AI, data, and automation for private markets, boutiques, family offices and alternatives.
Recognised in Brummell Magazine’s “Ones to Watch in the City 2024” for achievements in sustainable finance leadership.
Previous VP & Head of ESG at Heptagon Capital, where I led firm-wide ESG strategy across $13bn AUM, converted Article 8 funds, and helped launch an Article 9 fund that raised $460m in its first year.
Former Senior ESG Analyst at Morgan Stanley Investment Management, where I supported the launch of the firm’s first SFDR Article 9 multi-asset fund and designed impact investing frameworks.
Additional roles at Foresight Group (FTSE-250), Franklin Templeton, Hermes EOS, and CCLA Investment Management, with a focus on ESG integration, reporting, stewardship, and regulatory alignment.
Education & Credentials
- MSc in Social Responsibility & Sustainability, Aston University
- BSc in Biological Sciences, University of Lancaster
- CFA Certificate in ESG Investing
- Bocconi University Private Equity & Venture Capital (2025)
What I offer as a mentor
- Breaking into ESG / sustainable investing roles across public & private markets.
- Navigating buyside transitions from consulting, banking, or grad entry routes.
- Guidance on interview prep, CV/LinkedIn positioning, and deal/ESG storytelling.
- Real-world insight from over a decade in ESG advisory, asset management, and alternatives.
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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