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
33 Sessions
Member since 2019
Investment Banking
  • Asset Management
  • Graduated with a B.S. in Business Administration
  • Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
  • Broke into investment banking by joining a tech-focused boutique
  • 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
  • Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.
  • San Francisco
  • San Francisco
Excellent
5
33 Sessions
Member since 2019
Real Estate
  • Asset Management
  • CRE debt originations and underwriting
  • Providing career guidance, and analyst level modeling
  • Previously worked in asset management and HFF (equity placement and fundraising)
  • Graduated with BA in Economics
  • During college, he was actively working at multiple commercial real estate firms, a boutique brokerage, and a local developer
  • Fluent in English and native in Mandarin
  • Los Angeles
    • San Diego
  • Los Angeles
    • San Diego
Excellent
5
32 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Corporate Development
  • Corporate Finance
  • Second-year associate on the investment team at an energy transition infrastructure-focused investor across the UK, Europe, and North America. Here, I work across two verticals: new investments and corporate/project finance (PF) transactions with our portfolio companies.
  • Previously a first-year associate with the top specialized energy transition/renewable energy boutique financial advisory firm working across all technologies: solar, wind, hydrogen, storage, bioenergy, and electric vehicles. Experience covers both M&A and project finance
  • Former investment banking analyst at a boutique investment banking and advisory firm focused on leveraged & structured finance across energy, infrastructure, and Industrials
  • Previous corporate finance/development analyst with an agric-tech startup helping raise their seed funding round, and brokerage analyst focused on Eurobonds & structured products
  • Industry expertise: Infrastructure, Energy, Energy Transition, Industrials
  • Technical expertise: Financial modelling & valuations (both projects and corporates), transaction marketing materials preparation, company & industry analysis, negotiation, transaction documentation, end-to-end management of deal processes
  • Holds a BSc. in Mechanical Engineering
  • Outside of work: enjoys playing tennis & golf, gym, reading memoirs & business books, and discussing politics
  • London
Excellent
5
32 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Private equity associate at an upper-middle-market fund focused on traditional buyouts
  • Involved in the recruiting and interviewing processes for candidates of all backgrounds, including interns, full-time, and lateral hires.
  • Previously spent 2 years in the investment banking industry coverage at a bulge bracket
  • Actively involved in recruiting (both in investment banking and in private equity)
  • Reviewed hundreds of resumes and actively provide mentorship services to undergraduate students and recent graduates
  • Bachelor of Arts in Economics
  • New York City
    • Boston
  • New York City
    • Boston
Excellent
5
32 Sessions
Member since 2024
Private Equity

PE Investor, ex-T2 and MBB (London/Asia)

  • I'm currently a private equity investor focusing on a range of transaction sizes (i.e. $50m growth equity cheques all the way to $500m cheques for LBOs)
  • I have significant experience with growth-oriented investments (with an emphasis on technology/software, but also in other industries with growth angles - e.g. healthcare), with three deals closed
  • I am also a former consultant at both a "T2" firm (one of the big4 strategy arms, where I started my career), as well as MBB, and so have direct experience transitioning between these roles.
  • Looking forward to sharing my learnings over my career, in how to:
    • Win a role - making your application stand out, building a network and excelling at the interview
    • Excel at the role - How to prepare to land well, relationship building within a firm and learning the skillset and responsibilities required of different roles
    • Transitioning between roles - whether its between firms in an industry (T2 to MBB) or moving into PE (as an ex-consultant), I have a lot of direct experience as well as various case studies from close friends and colleagues
  • London
    • Singapore
  • London
    • Singapore
Excellent
5
32 Sessions
Member since 2019
Investment Banking
  • Accounting
  • Vice President at an acquisition company. He has worked on multiple deals, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings within the Industrials space.
  • Previously, served as an Investment Banking Associate in the Industrials Group
  • He has prior experience at big 4 accounting firms working in the transaction advisory practices
  • B.S. in Economics and M.B.A. in Finance



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  • New York City
  • New York City
Excellent
5
31 Sessions
Member since 2025
Equity Research
  • Investment Banking

I have 20+ years of finance industry experience covering investment banking, buyside (long only, hedge fund) and equity research. I have covered the Asian equity markets and have provided mentorship to many members of my team. I am currently managing my own equity research firm focusing on small cap companies. 

  • Hong Kong
Excellent
5
31 Sessions
Member since 2025
Investment Banking
  • Investment Banking
  • Investment banking professional with 4 years of experience
  • Worked on acquisitions, divestitures, debt financings, and growth capital raises across traditional and renewable energy sectors
  • Previous experience in private equity as an intern, evaluating investment opportunities through valuation analysis, due diligence, and investment committee materials
  • Strong expertise in financial modeling, company valuation, transaction execution, and strategic advisory for corporate and financial sponsor clients
  • Holds a master’s degree in management with a specialization in corporate finance
  • London
Excellent
5
31 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Yale University (BA Economics)
  • Wells Fargo Securities (Investment Banking, Consumer & Retail)
  • GCM Grosvenor (Private Equity, Co-Investments)
  • Harvard Business School
  • OMERS Private Equity (MBA Intern)
  • Washington D.C.
    • New York City
  • Washington D.C.
    • New York City
Excellent
5
31 Sessions
Member since 2025
Equity Research
  • Asset Management
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Corporate Finance

From Non-Target to Front Office

  • Built from the ground up: Came from a non-target undergrad, supported myself through school with freelance gigs and unpaid internships to break into finance
  • Started lean: Hustled for 2 years at a small family office during COVID, doing long-only equities research — gained real skin in the game while saving up for grad school
  • Earned my seat: Self-funded my way to a top MSc Finance program at a target university
  • Maximized every shot: Interned part-time for an long-only int'l asset manager during my master's, juggling school and work to deepen my investment experience
  • Broke into the sell-side: Landed a full-time role at CLSA as a Research Associate, where I spent 2.5 years covering APAC equities and refining my market acumen
  • Levelled up: Recently joined Julius Baer as an Equities Research Analyst, expanding into the private banking buy-side environment
  • Mentorship offer:
    • For students or career switchers from non-traditional backgrounds
    • One-on-one coaching on how to hustle, position yourself, and land interviews
    • Resume, cover letter, and storytelling that gets you noticed
    • Mock interviews with actionable feedback
  • What I bring:
    • Firsthand experience across both sell-side and buy-side recruiting in Asia
    • A roadmap for those starting with no connections, no brand name school — just grit

Feel free to reach out if you're:

  • From a non-target or unconventional background and want to break into front office finance
  • Struggling with how to tell your story effectively
  • Looking for direct, experience-based guidance without fluff
  • Singapore
    • Dubai
    • Hong Kong
  • Singapore
    • Dubai
    • Hong Kong

Frequently Asked Questions

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