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:
- VP at Morgan Stanley Private Credit, a $15bn credit fund within MS that primarily invests in unitranche credit facilities for private equity backed companies.
- Prior to MS, he also worked at other credit funds including Golub Capital
Public bio:
Punch Capital backs top immigrant founders at the earliest stages in B2B. We've invested alongside General Catalyst, Kleiner Perkins, and Khosla as well as with the founders of Dropbox and HubSpot. 6 of our 14 companies have been marked up, most recently via pre-seed startups hitting Series As led by Union Square and Insight Partners.
Managing partner Shane Sabine has invested in unicorn immigrant founders and advised others with $400M in exits, and he advises Brown University's student fund as an alum alongside Bain Capital and Bessemer.Principal Vish Rakesh is an HEC master's graduate (top 5% of class) who exited his logistics company at 22 and has been in VC since 2020, last at $250M fund yabeo. The team has immigrant DNA, speaking 7 languages and having run businesses in multiple countries.
Public bio:
- Graduated with a First Class in Politics and Economics from the London School of Economics
- Received investment banking and investment analyst offers from several Bulge Bracket investment banks, Elite Boutique investment banks, and asset management companies
- Have helped over 40 candidates successfully break into investment banking roles through informal mentorship
- Have a strong network of individuals across investment banks, consulting companies, hedge funds, private equity firms, and asset managers to support you with your career aspirations
- Can advise on your CV, cover letter, technical interview preparation, competencies, case studies, and much more
- Can support on studying for the FCA exams
Public bio:
- Currently, lead fund investments for a family office, with investments spanning venture, leveraged buyouts, and real estate
- Harvard MBA
- Interest in direct-to-consumer digitally-native companies, with internships at Allbirds, Daily Harvest, and Boxed Wholesale
- Internship experience with a top decile consumer VC
- Previously worked for 2.5 years at a growth-oriented, generalist private equity firm (last fund size was $1.2bn)
- Started out as an Investment Banking Mergers & Acquisitions Analyst at Lazard covering aerospace & defense, casino gaming/entertainment, and retail
- Non-target/Semi-target undergraduate degree
Public bio:
- Senior Equity Analyst at a trillion-dollar asset management firm with 10 year + work experience
- 5 years experience working in 3 world-leading investment management firms with lateral hire experience
- Previously had 5 years experience at bulge bracket investment bank, actively involved in campus recruitment interviewing incoming summer analyst class, graduate analyst and MBA hires
- Strong knowledge of the markets, investment-related topics and financial modeling
- BSc in Accounting and Finance
- Originally from China, had an international background and passionate in helping students with all backgrounds land their dream offers!
Public bio:
- Top-five MBA full-time program graduate. Current Admissions committee member, interviewing ~8 prospective students per year.
- Member of MBA admissions committee during b-school, reviewed ~250 applications. Member of Investment Banking Career Advisory committee - conducted ~75 mock interviews and reviewed ~200 resumes for IB.
- 2.5 years in IB advisory, including bulge bracket IB and two years in corporate development at a Fortune 500 company
- Currently, run independent strategic finance and financial analytics consulting practice
- Career changer from technology to finance through business school
Public bio:
- Over 5 years of experience in both market-making and proprietary trading across various macro asset classes with a focus in derivatives.
- Personally mentored dozens of interns, new graduates, and analysts through the complexities of the hiring process, S&T rotations, and desk placement.
- As part of the university recruiting team, I have a deep understanding of what firms are looking for in candidates - from resumes to superdays.
- Graduated with a BS in Finance and Computer Science.
Public bio:
- Expert in seed-stage technology company assessment, funding, & strategic guidance
- Determined & successful practice founder with Ernst & Young & Washington Capital Ventures, as well as significant strategy consulting experience with some of the nation’s largest technology/telecom/cloud companies over the past 18 years
- In addition to VC experience, proven leadership & success in high-volume, fast-paced, analytical environments to repeatedly pick people, teams, & technologies that prove to be winners in the marketplace
Public bio:
- Currently a member of the distressed & special situations team
- Previously with Citi on the "Interest Rate Derivative Trading Desk," next to the "Distressed Trading Desk," traded bank debt, bonds, claims, reorg equity, CDS, equity options, and ETFs and then in a hybrid "trading and research seat"
- Graduated with a BA in Mathematics, Pre-med
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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