Public bio:
- Second-year technology investment banking analyst at a BB with a focus in Software, Internet, and Semiconductor business
- Previous professional experience includes private equity, management consulting, and corporate banking
- Graduated with a BA in Finance
Public bio:
Jordan Moore is a university professor with expertise in quantitative finance and the development and management of equity investment strategies. He is also the president of his own investment advisor firm, where he manages portfolios for individuals and businesses. His academic work focuses on behavioral finance, financial innovation, and sustainability. Before academia, Jordan worked as an equity options market maker and proprietary trader for several global investment firms.
Public bio:
- Current VP at a prominent PE company in Dubai - responsible for early-stage capital allocator focused on TMT
- Active angel investor
- Strong experience in Private Equity and Venture Capital, covering deal sourcing, financial modeling, portfolio management, and minority growth-stage investments across the MENA region
- Corporate strategy experience spanning commercial due diligence, market entry analysis and operating model design for growth-stage technology companies
- Investment Banking background with exposure to M&A, structured transactions and capital markets across financial services and technology sectors worldwide
- Deep expertise in startup finance (Ex-Founder): Series A/B fundraising, cap table structuring, 3-statement modeling, RevOps, FP&A, SaaS unit economics and investor data room preparation
Public bio:
Passionate investor and board member with 14 years of experience at top-tier private equity firms (CVC and Sun Capital) and in investment banking (Deutsche Bank). Skilled in investing across traditional buyouts, partnership capital, and turnaround funds.
Currently on garden leave since January 2026, leveraging industry expertise, a global network, and hiring experience to mentor professionals at all levels pursuing careers in finance.
Public bio:
Alexandre is an Investment Banking professional with +6 years of experience in Mergers & Acquisitions ("M&A"), currently working as an Associate at Société Générale in Mexico City.
Fluent in French, English and Spanish, Alexandre has lived the recruiting processes across Continental Europe (Paris, London) and Latin America (Mexico City, Río de Jainero), making him uniquely positioned to coach prospects targeting Investment Banking careers in either region.
Alexandre holds a Grande École Msc. in Finance from ESCP Europe (ranked 1st globally by the Financial Times - 2025), a dual degree from Carlos III University (Madrid) and a second dual degree from Tecnológico de Monterrey, alongside a BSc. in Economics from the University of Warwick.
Public bio:
Having spent my career at the intersection of credit and equity research at Scotiabank, I have developed a deep appreciation for the mechanics of high stakes finance. My experience ranges from negotiating 100 million dollar credit structures to launching initiation coverage on REIT IPOs for institutional clients. My path has been defined by a mix of technical rigor and adaptability, whether I was leading machine learning initiatives at American Express or building revenue models at BCG. As an Ivey MBA graduate with a background in Biotechnology and Economics, I have focused my recent work on mastering the real estate sector through intensive valuation frameworks and executive level engagement.
I am a big believer in paying it forward, especially because I know firsthand how daunting it can be to pivot into finance from a non-traditional background. Coming from a Science and Biotech undergraduate degree, I understand the steep learning curve of breaking into the street when your resume doesn't look like the "standard" finance profile. This is why I have spent time guest lecturing on financial modeling and judging case competitions at the University of Waterloo. Outside of the office, you will likely find me keeping up with the Lakers or Ravens, working out as a fitness brand ambassador, or exploring the local culinary scene. My goal as a WSO mentor is to provide the kind of candid and tactical advice that helps students bridge the gap between a non-finance degree and the fast-paced reality of the industry
Public bio:
- Quantitative strategist with over five years experience on the FX and fixed income emerging markets desk at Goldman Sachs.
- Projects have included development of risk and pricing models as well as signal research.
- Contributed to the development of auto quoting systems for FX forwards by the deployment ML and RL engines.
- Bachelors degree from MIT majoring in mathematics and computer science.
Public bio:
Yuvraj Shiv Kumar has experience across banking, consulting, and financial technology. At Bank of America, he worked in credit risk before joining the COO team for Global Markets Risk, supporting strategic initiatives across the bank’s markets risk organization.
He later joined McKinsey & Company, advising financial institutions on banking strategy and risk topics, including new business builds, organizational design, and growth strategy.
Today, Yuvraj is Head of Product at Carbon Arc, where he is building a platform that transforms real-world economic data into decision tools used by investors and businesses.
Having taken a non-traditional education and career path into banking, consulting, and product leadership, Yuvraj enjoys helping candidates break into banking, consulting, and strategy roles, with coaching focused on case interviews, structured thinking, resume reviews and rebuilds, and overall recruiting strategy.
Yuvraj studied Decision Science at Carnegie Mellon University, an interdisciplinary program focused on economics, statistics, and decision-making.
Public bio:
- I am an Investment Banker in UBS's TMT group.
- I did my MBA from Dartmouth's Tuck School of Business.
Public bio:
- Former Cross-Asset Sales Trader at Goldman Sachs, advising hedge funds and family offices on execution and strategy across equities, FX, and derivatives
- Experience across top-tier buy- and sell-side firms including Goldman Sachs, PIMCO, BlackRock, and Schonfeld
- Background spans trading, strategy, and quant analysis across global markets and asset classes
- Strong technical foundation in Python, SQL, Bloomberg API, and data-driven market tools
- D1 NCAA athlete with a BS in Mathematics & Economics (Magna Cum Laude) from Northeastern University
- Focused on helping candidates navigate front-office roles, refine their story, and stand out in competitive recruiting
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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