Public bio:
- Managing Partner at a small/middle market asset-backed lending and advisory firm, where he leads business development, fundraising, transaction structuring and portfolio construction
- He spent over 10 years as an investment banker at the top-ranked Equity Capital Markets team
- A senior research analyst at a global multi-strategy hedge fund where he specialized in credit and equity research with a focus on the life science, financial, real estate, energy and industrial sectors
- He holds a CFA Charter, a B.S.B.A and an international MBA
Public bio:
- Private Equity Associate in the Merchant Banking Division of a large bank (mid-cap targets, generalist, EMEA focus), with experience across the capital structure in debt and structured investments/mezzanine in addition to private equity.
- Previously spent 2 years at a BB in their TMT team, working for large corporates as well as PE funds, including: KKR, BC Partners and HgCapital. Main focus on software and telecommunications.
- Have participated in the recruiting process (CV review, interviews) both at BB and PE fund.
- Actively provide mentorship advice and resume / cover letter review to students from my university.
Public bio:
* Private equity SVP/director covering infrastructure
* 10+ years doing infrastructure investing for buyout funds, secondaries funds, and pension funds
* 2 years + internship of infrastructure investment banking
* B.S. in Finance & Management
Public bio:
- Currently an analyst at a music investment company, in charge of investor relations, external processes, and other capital markets-related functions
- Previously worked at two investment banking firms including BMO Capital Markets
- Non-target undergrad
Public bio:
Currently works as an investment associate with a strategic venture fund.
Previously served as an investment analyst with New Holland Capital and as an investment banking analyst in SunTrust Robinson Humphrey's Financial Sponsor Group.
Graduated from the University of Florida and earned a Master of Finance (MSF) from Washington University in St. Louis
WSO Podcast
Check out his podcast here
WSO AMA
Take a look at this AMA here
Public bio:
- Investment Banking Director with 9+ years of IB experience at a leading Canadian bank
- Have covered retail, consumer, industrials, real estate and technology issuers and companies
- Actively engaged in recruiting efforts for both experienced professionals and new graduates
- Have mentored through WSO for over 4+ years, with a number of successful conversions at leading IB shops
Public bio:
- Experienced buy-side and sell-side investment professional with over 12 years of experience across real estate, real assets, middle market private equity and growth equity investments
- Currently, Vice President at a PERE firm, spearheading acquisitions, financings and strategic initiatives. Prior, was at a sustainability driven private equity / real asset fund. Previously on the investment team at a top REIT working on strategic initiatives and later, acquisitions. Early experience includes commercial real estate brokerage and middle market M&A
- Involved in over $5B of transactional volume to date. Deals include real estate acquisitions, LBO and growth equity in the manufacturing / consumer retail / business services sectors and structured debt / equity investments across the entire capital stack within real estate
- Significant front-to-end experience leading all aspects of the investment process; including investment thesis development, deal sourcing, financial modeling / structuring, investment committee presentation, negotiations, due diligence, closing, asset management and dispositions
- Extensive investment sourcing and structuring experience
- B.A. in Economics from a non-target school
Public bio:
- Currently, a senior investment associate at a private credit fund responsible for originating, structuring and underwriting cash-flow based senior debt financing and equity co-investments to support buyouts, acquisitions and growth capital for lower-middle market companies across diverse industries
- Previously spent 2 years at a BB in Investment Banking Coverage (sector coverage: diversified industrials, transportation, aerospace & defense, and food & beverage sectors)
- Chicago Booth MBA Candidate
- Graduated Magna Cum Laude with a BS in Finance; Chartered Financial Analyst (CFA); Charted Alternative Investment Analyst (CAIA)
Public bio:
- Currently, work at a BB focusing on wealth management
- Spent over four years in global markets focusing on macro
- Worked at both international and regional banks in investment banking and corporate banking
- Graduated with a Master in Financial Engineering
- Earned CFA charter
Public bio:
- Securitized Products Group - Mortgage Trading
- Current trader at the largest SPG shop on the street
- Summer internship experience with extensive knowledge on campus recruiting, including this year's recruitment cycle
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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