Public bio:
- Strategic finance and corporate strategy professional in the insurance sector
- Former investment banking analyst in the consumer and retail M&A team
- Prior private equity analyst experience at a Nordic mid-market fund, focusing on deal sourcing, due diligence, and portfolio company value creation
- Earlier career experience in management consulting, advising international corporations on finance transformation, performance management, and operational improvement
- Strong academic background in international business
Can provide coaching and guidance on the process of breaking into PE / IB from an end-to-end perspective, meaning:
- Cover letter / CV reviews
- HireVue process tips and tricks
- Interview prep (technicals as well as how to approach the fit part)
- And inside knowledge on how applicants are scored and evaluated by JP (and bulge brackets in general)
Public bio:
- Real estate private equity (REPE) investment professional focused on pan-European acquisitions and developments
- Former commercial real estate financing professional at a leading global investment bank, with experience in CMBS issuances, acquisition financing, and structured lending transactions across Europe
- Skilled in underwriting, financial modeling, cash flow analysis, credit structuring, and transaction due diligence within both private equity and investment banking environments
- Holds graduate and undergraduate degrees in finance, accounting, and business economics from leading UK universities
- Made a transition from Trading -> IB -> PE
- Knows how the game works when it comes to making big changes
Public bio:
Hello!
My name is Jean-Philippe. I am a fixed income investment professional specialized in the riskier part of the capital structure: leveraged loans, high yield, special situations & private equity.
I enjoy detailed fundamental analysis, where I like to combine top-down macro trends with bottom-up due diligence to unearth deep value investment opportunities. I enjoy developing technology support to accelerate and enhance the investment process, particularly with NLP.
I am currently with Palm Lane Capital, where I run a long/short credit strategy combining fundamentals with quantitative techniques. I was previously at ExodusPoint and Millennium. Before that, I spent a decade in private equity investment banking on both sell-side and buy-sides.
I can share insights on how to get into investment banking, private equity or top hedge funds. Also, how to help you boost your potential and achieve your objectives. I'm always happy to talk about markets as well, so do get in touch !
Public bio:
I am currently an Investment Banking Senior Associate based in London, in Societe Generale focused on Infrastructure. Before joining SocGen, I was a senior associate based in Milan, Italy, working in CMC Capital, a high performance local boutique. Prior to that, I worked in Project Finance and Equity Investments in Saudi Arabia, covering infrastructure investments across the Middle East and Central Asia. I began my career in Brazil within Citigroup’s Investment Banking team, where I spent two years as a generalist, before joining Bank of America’s Investment Banking team, where I worked for approximately three years.
Public bio:
- 1+ years in investment banking
- 4+ years in public markets experience between long-only and multi-manager hedge funds
- Career-changer able to advise on interview processes in investment banking and hedge funds or general career advice
Public bio:
- Currently a Principal at TPG San Francisco
- Growth-stage impact investor focused on companies addressing major social challenges across education, transportation, healthcare, and government technology
- Prior experience as a technology investment banker advising high-growth companies and strategic transactions
- MBA graduate and undergraduate degrees in business and economics
Public bio:
Currently a CEO of an AI holding company that acquires and transforms legacy service businesses through proprietary automation technology. Prior to his current role, he worked in private equity at Apollo Global Management's flagship PE group and investment banking at Lazard's M&A group.
He graduated magna cum laude from The Wharton School at the University of Pennsylvania with a B.S. in Finance. During his time at Wharton, he completed internships at TPG Angelo Gordon, Lazard, and GCM Grosvenor.
Public bio:
Management consultant currently supporting top tier consulting firms as well as corporate clients in the definition and execution of consulting projects in Europe, the Middle East and Latin America.
Previously held the role of Global Business development manager at Revolut working in a cross-function team responsible for the optimisation of the financial performance of the company.
Previous experience as a management consultant at BCG across financial services, energy and consumer goods/retail executing project across different functions such as corporate strategy, equity story development, process optimization, financial modelling and corporate finance.
Graduate of Global Economics, Leadership and Governance from the University of Navarra with an exchange at Bocconi University.
Public bio:
- Private equity associate focused on technology and financial services investments
- Former investment banking associate and analyst in healthcare coverage at Goldman Sachs, advising on M&A, equity, and debt transactions across healthcare subsectors
- University of Chicago, Economics
Public bio:
- 4+ years experience across PE and IBD
- Currently Private Equity Associate in a US-based mega-fund with a very significant presence in London / Europe
- Previously at an elite boutique as an M&A Investment Banking Associate for ~1 year and Analyst for ~2 years; was heavily involved in firm’s intern and graduate recruitment programme and interviews
- Can speak to London IBD and PE recruitment dynamics in a lot of detail (from spring weeks to off-cycle internships at IBD and PE shops, to navigating London / Europe-specific head-hunters for PE recruitment etc.)
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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