Public bio:
- Currently - Financial Sector Advisor, GIZ
- MBA, PMP
- Key Expert at European Investment Bank Technical Assistance program
- Previously - Investment and Private Sector Engagement Lead at USAID Economic Resilience Activity
Previously spent 10+ years in management consulting and access to finance in private and public sectors
Public bio:
Public bio:
Julie Tay is a former analyst and senior PM at Principal Asset Management. She managed multi-asset portfolios at Principal Asset. Prior to that, Julie worked at the Scottish Investment Trust (JPMorgan Global Growth and Income Trust) and Kiltearn Partners in the UK.
Julie graduated from Nanyang Technological University in Singapore with a Bachelor of Business Studies. She is a CFA and CAIA charterholder.
Julie has a passion for investment and mentoring. She has worked with students in the CFA University Challenge as an industry mentor and was also a research report grader for the competition.
Public bio:
I am currently a UK-based corporate finance professional, covering the infrastructure market. I have worked on range of transaction mandates include project finance advisory, transaction diligence, buy / sell side advisory, debt advisory and corporate development advisory. These projects have been across a variety of infrastructure sectors such as rail, ports, roads, energy and housing.
Prior to my current role, I had undertaken a graduate scheme in Assurance where I qualified as a Chartered Accountant, certified by the Institute of Chartered Accountants in England and Wales (ICAEW). I have a BSc in Accounting and Finance
Public bio:
- Current Analyst at a $5B AUM Tier-1 London-based VC
- Completed internships across public and private markets, including hedge funds, private equity, and sales & trading
- Graduated with a BSc in Financial Mathematics and Statistics from LSE
- Eager to help current and pre-university students navigate internship recruiting through CV reviews and mock interviews
- Have supported 10+ students in securing interview call-backs more quickly by optimising their CVs
Public bio:
FP&A professional with 9 years of experience across pharmaceutical, consulting, and mobility sectors. Skilled in Management Reporting, planning, forecasting, monthly close, variance analysis across multiple P&L functions. Known for partnering with business and finance leaders to deliver actionable insights, improve transparency, and support informed decision-making.
Public bio:
Dear sir
Thank you for your connection!
Public bio:
A highly commercial and operationally grounded M&A leader with 18+ years of end-to-end transaction leadership across Europe, the UK, and emerging markets. Combines corporate M&A depth — built at GE and KPMG UK — with hands-on turnaround execution and board-level advisory across energy, industrial manufacturing, infrastructure, and regulated financial services. Track record spanning $20B+ in deal volume, including the landmark $13B GE-Alstom acquisition, multiple complex carve-outs and integrations involving EU Work Councils and multi-jurisdiction competition authorities, and post-deal performance acceleration at scale.
Trusted by Boards, PE funds, and financial institutions to lead in complex, high-stakes, and often distressed situations — from special situations M&A and stressed asset sales to integration PMO and 100-day value creation. Currently the founder and CEO of UvolveX, a boutique M&A advisory firm with a $500M active deal pipeline, $7M valuation built without external capital, and structured UK operations.
Public bio:
Hello, my name is Khalid, working for JP Morgan for 4 years now. I am Sales and Relationship Manager in Corporate Investment Banking.
Public bio:
My professional background provides a comprehensive foundation for this role:
Portfolio Management & Wealth Management: I have extensive experience in constructing and managing diversified portfolios, with a focus on risk-adjusted returns and long-term wealth preservation. This practical experience allows me to guide students through the complexities of asset allocation and the nuances of wealth planning.
Trading & Market Strategy: Having operated as a trader and market strategist, I possess a deep, real-time understanding of global market dynamics, liquidity management, and the impact of geopolitical events on international investments. I am adept at translating fast-paced market shifts into structured learning modules.
- Financial Education: My passion for teaching is rooted in the belief that financial literacy should be accessible yet rigorous. I have developed and delivered a curriculum that simplifies intricate financial concepts without sacrificing depth. For an example of my teaching style and structured approach, please view module 1 of my online Trading Foundations course here:
https://www.youtube.com/playlist?list=PL8xAiBB5hKnj-SloqgRSMIxEzmX7fZOg5
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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