Public bio:
At Lazard, I sat on the other side of the resume screen. Hundreds of applications for M&A seats, most decided in under ten seconds. I know what makes a reader stop, because I was the one deciding.
I did not come out of a feeder pipeline. Stanford Economics is not a finance factory, so I won my seat on the strength of the story rather than the alumni list, and then became the person deciding who else got one. A mentor from your school can tell you how his own year went. I can tell you what the screener is actually thinking, whatever is printed at the top of your page.
Today I run Battery Street Advisors, a small M&A boutique focused on tech startups, so I am on live mandates rather than working from memory. I also contribute finance expertise to the team training Grok at xAI, which means I spend a lot of time teaching a model to do the work that used to justify an analyst seat: spreading comps, first-cut models, memo drafts. Classes are getting smaller and the bar is moving. I will show you how to make that a reason to hire you, whether that means reframing a modeling internship around judgment rather than pure output or building a “why banking now” answer that acknowledges the shift instead of dodging it.
The fundamentals still decide it and we work all three. Your resume gets rebuilt line by line, quantified and stress-tested against the follow-ups an interviewer will probe. Your behavioral answers get built into a full seven-story bank, including the peer conflict, superior conflict, and other stories most candidates never prepare. Then I drill you live on valuation, LBO mechanics and accounting, pushing past the memorized answer until the math is actually there.
Background: Lazard M&A, KKR, fintech and leading crypto funds at Hashed and Parataxis Capital. I came to the US as an international student from Germany, so sponsorship questions and non-US recruiting calendars are familiar ground.
Where I add the most value:
• Breaking into IBD (resume screens, networking scripts, technicals, a “tell me about yourself” that lands)
• Behavioral mastery (full seven-story bank built to be memorable)
• Positioning for the AI era (signaling real fluency without buzzwords)
• IB to PE / credit / buyside
• International & non-US recruiting, unconventional paths, crypto/web3 and grad school applications
Junior summer recruiting opens 12–18 months earlier than most students realize. Send me your resume and the role you are chasing. I will tell you exactly what a screener sees in the first ten seconds, then we get to work!
Public bio:
- Capital raise advisor to AI startups
- 6 years of experience in London investment banking firms: Perella Weinberg Partners (PWP) and FT Partners (FTP)
- Deal experience across leading firms in AI, Fintech, Tech, Software, and Digital Asset space
- Master's from London Business School (merit-based scholarship)
- Graduated with honours from the University of London
- Fluent in English and Russian
Public bio:
- Investment Banking Analyst with 3+ years of experience at Lazard, a top-tier independent financial advisory firm, leading M&A transactions across Consumer, Retail, Real Estate, Healthcare, and Industrials
- Current MBA Candidate at IE Business School (Scholarship for Excellence), actively involved in PE/VC, Women in Business, and capital markets initiatives
- Previous Acquisitions Investment Analyst at a unicorn high-growth technology startup, executing 30+ acquisitions and conducting financial and commercial due diligence
- Prior experience in academic economic research at Columbia University, analyzing large-scale financial datasets and corporate disclosures
- Graduated from Columbia University (Barnard College) with a double major in Statistical Computing and Economics, and a minor in Psychology
- Multilingual professional with bilingual proficiency in English and Spanish, and fluent French and Italian
Public bio:
I’m Vishal Lunker, Founder & CIO of Hathi Capital, a global investment firm focused on public markets in India. Previously, I spent over five years at the Abu Dhabi Investment Authority (ADIA) in Asia-Pacific private equity, where I was fast-track promoted to Investment Manager. Before that, I began my career in investment banking at Goldman Sachs in India, working across M&A and capital markets. Over the years, I’ve executed and evaluated multi-billion-dollar investments in consumer, financial services, telecom, healthcare, and technology — partnering with market-leading companies across India and Southeast Asia. I hold an MBA from IIM Calcutta (Top 5% Merit Scholar) and a B.Tech with Honors from IIT Bombay. Passionate about building careers in finance, I’ve helped people break into IB, PE, and hedge funds through structured coaching on recruiting, strategic storytelling, technical prep, and personal investing frameworks. Whether you're preparing for interviews, refining your stock pitches, or navigating career pivots, I’d be excited to support your journey into high-finance roles.
Public bio:
Investment Analyst with technical background with expertise in research
Public bio:
Hedge fund analyst with experience in equities, rates and FX. Goldman Sachs graduate programme offer and internship experience.
Experience helping students to get offers across HF, S&T, ER, WM, and PE.
Public bio:
Ex-McKinsey Associate Partner. I spent time working in our London and Dubai offices, with a focus on the energy and infrastructure sectors.
I conducted 150+ interviews across first and final round in the UK and Middle East. I was the development manager for 10 consultants and mentored 100s of colleagues.
I can help interview preparation (for first and final round interviews). I can help you step up your case, and I also find candidates get a lot of value from my guidance on the personal experience part of the interview (often overlooked in preparation). I can also help you refine your CV to ensure you land the interview.
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:
- 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.)
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
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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