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
Public bio:
- Currently working at a financial services firm in the strategy and analytics department
- Previously worked 1.5 years at the Investment Banking Division of Goldman Sachs (London)
- Before that, she interned with the Financial Institutions Group and the Equity Capital Markets team at Goldman and the Executive Office at another large bank.
- She holds a B.A. (Hons) in Land Economy from the University of Cambridge, having graduated in 2015 with First Class Honours
- She also received an MA from Harvard University in 2018
Public bio:
Investment VP at a leading APAC-focused Private Credit Fund and responsible for originating and structuring credit investments across the capital structure (unitranche, mezzanine and opportunistic credit).
Prior roles at a global US fund ($400bn AUM) in the private credit team and leveraged finance / leveraged capital markets at a leading bank.
End-to-end LBO experience across over 25 transactions across a range of sectors.
Passionate about mentoring with experience leading graduate mentoring programs at previous firms.
Public bio:
A managing partner and founder of a Los Angeles based life sciences practice with a focus on spinouts/startups and biopharma asset scouting. His background in the industry spans public and private investments, corporate development and finance. His career as an equity analyst began at a BB bank where he supported the firm’s annually-ranked coverage of large and small-cap biotechnology stocks. He later joined an investment team where he performed public and private investment diligence and provided business development and strategic oversight for a select venture He served in various corporate capacities, including as Director of Strategy and Corporate Development and as a member of the Finance and Strategy group.
Public bio:
- Surina Diddi has over 8 years of experience in the energy finance / sustainable investing space. She has helped over 20 young professionals obtain elite finance and consulting roles. She primarily focuses on helping people obtain elite roles in energy / infrastructure finance and impact investing space.
- Her students have received job offers from: Bank of America, Harvard Business School, Houlihan Lokey, Macquarie, McKinsey, Raymond James, and RBC.
- She wrote the official Wall Street Oasis 80+ page renewable energy investment banking interview guide.
- She has also helped students receive MBA admissions from elite programs with scholarships, such as Wharton Business School and the University of Chicago Booth School of Business.
- She spent 4 years in private equity, primarily at a middle-market renewable energy private equity firm.
- Previously, spent 2 years in investment banking at Lazard and Scotiabank, where she worked on diverse transactions worth over $50 billion.
- She began her career in equity research at UBS, where she worked for the #1 Equity Analyst in the power, utilities and renewable energy space.
- She graduated with an MBA from the University of Chicago, Booth School of Business where she was a full time MBA student on a merit scholarship.
- Surina graduated with a B.A. in Economics from Wellesley College.
Public bio:
- Senior Analyst at an industrials-focused equity fund
- Previously, CFO of publicly-listed SPAC
- Previously, Senior Associate in Multifamily Focused Commercial Real Estate Private Equity
- Previously, Senior Analyst at an event driven, long-short equity hedge fund Corsair Capital Management
- Previously, Senior Associate in Global Fixed Income Investment @ Morgan Stanley
- Graduated B.S.E In Operations Research and Financing Engineering
- Holds CFA Designation
Public bio:
VP in credit funds at Fortress. US & European experience in asset based credit, esoterics, real estate, litigation finance, private credit, asset management, originations, structuring, management, risk analytics, workouts, valuation, and primary/seconardary CUSIPs trading, hedging across buy and sell side
Tailored a career from a non-target with zero banking interviews for an entry level role in finance: I have a good understanding of these struggles and can sincerely empathize and try to help steer a career if possible.
Strong case study execution, and can give a more well rounded assessment by prompt than any guides for purchase
Previous work background:
- ABL/Direct Lending/Private Credit at top 10 HF
- Warehouse lending & BB
- Structured finance at midsized HF
Public bio:
- Currently a Fundamental Equity Long/Short Portfolio Manager in a Multi-Billion APAC Multi-Strat Hedge Fund based in Hong Kong specializing in Global Industrial Equities;
- Previously spent 3 years in a Multi-Billion Global Multi-Strat Hedge Fund based in Hong Kong as an investment analyst specializing in APAC equities;
- Previously spent 4 years in multiple HK-based equity long/short hedge fund as an investment analyst;
- Previously spent 2+ years as a sell-side equity research analyst;
- Previously spent 1 year in a BB Investment Bank as a Macro Research analyst
AMA
Check out his AMA here.
WSO Podcast
Public bio:
- A healthcare PM at one of the multi-strategy long short funds in NYC
- Areas of expertise: asset management, hedge fund, fund of funds, compliance, trading and risk management
- Has experience in healthcare, TMT and consumer sectors
Public bio:
- Currently, Investment Professional at a London PE firm
- Investment Director at a middle-market PE firm, 7 years
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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