WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
2 Sessions
Member since 2020
Venture Capital
  • Venture Capital
  • Hedge Fund
  • Asset Management
  • Began a career in ultra-high net worth private wealth management working with family offices and alternative investment funds across all industries (primarily focused on technology). Assisted in LP commitment negotiations and corresponded directly with investor accounts to address business and diligence questions.
  • Pivoted to strategic venture capital at a well-known international fund focused on national security deep tech.
  • Currently working directly with early and late-stage companies to carry out pre-deal diligence and develop investment recommendations. Also currently hold several board observer seats to help portfolio companies navigate financing events such as M&A activity, recapitalizations, IPO’s, and wind downs.
  • Washington D.C.
  • Washington D.C.
Excellent
5
2 Sessions
Member since 2023
Hedge Fund
  • Consulting

Former McKinsey Consultant who spent 4+ years at the firm, starting in research and ending as an engagement manager. Currently a Senior Analyst/VP at a $500mm Hedge Fund, where I am tasked with idea generation and broad coverage of the consumer and internet sector. Non-target background and networked my way into both my roles, and I am happy to help others do the same.

  • New York City
    • Boston
  • New York City
    • Boston
Excellent
5
2 Sessions
Member since 2023
Asset Management
  • Investment Banking

· 5+ years (analyst to senior associate) in M&A team at BB Investment Bank, consistently top-ranked and active participant in the graduate recruitment process

· 5+ years in boutique long-only equities fund, fundamentals driven approach 

· Deeply involved in the hiring, training and development of analysts, both in Investment Banking and on the buy side (equity research analysts)  

· Oxbridge graduate and CFA charterholder

  • London
Excellent
5
2 Sessions
Member since 2025
Investment Banking
  • Investment Banking - DCM
  • Investment Banking - Generalist
  • Investment Banking - Industry/Coverage

I started my career in a top-tier bulge bracket bank as an IB analyst. I was on the recruiting committee for the bank and have conducted over 20 interviews, currently in the TMT M&A team at another global bank. 

I can help with interview prep, mock interviews, resume review, PE interview prep, career advice etc. 

  • New York City
  • New York City
Excellent
5
2 Sessions
Member since 2025
Private Equity
  • Investment Banking

Experienced associate in European PE mid-market: have worked at Cap10 (Apollo spin-off, 1.5 years) and Tikehau Capital (3 months) 
Started his career at RBC Capital Markets (European M&A Execution team, 1 year) and lateralled to Jefferies (Healthcare team, 2 years).

Interned at Deutsche Bank (Investment Banking, Madrid) and Cinven (PE, London) 

  • London
    • Madrid
  • London
    • Madrid
Excellent
5
2 Sessions
Member since 2025
Hedge Fund
  • Asset Management
  • Hedge Fund
  • Commercial Banking
  • Private Credit

About Me:
I am an buyside stressed/opportunistic public credit investor for a top private credit firm. I came from a non target, broke into a bulge bracket off cycle, internally transferred to New York and into credit research, and made the transition to the buyside. Charting a course into and through the industry over the better part of a decade taught me a lot about how to break into and navigate this business, and more importantly where people are likely to fit well.

Why I’m Here:
I’m hoping to help people break into the industry that don't fit into the target demographic or into on cycle hiring windows. While my background has been focused in credit I’m confident that the networking and recruiting skills required are consistent across most of the industry and I can bring perspective to all markets. 

Diversity of thought, talent, and backgrounds are a good thing and sorely lacking in this industry. But if you think that means you’re owed a shot - you're probably doomed from the start. On the other hand, if you’re ready to use that difference to motivate and differentiate you as a candidate I hope you bring your talents here and I’d love to help you do that.

Who Should Work with Me:

  • Non target underclassman making a plan to break in without a large alumni base or specialized classes/clubs
  • Upperclassmen realizing they aren’t going to have a BB SA stint or some other “gating item” on their resume
  • Recently graduated analysts that couldn’t get into the industry or aren’t happy with where they landed in it
  • Experienced professionals in other fields looking to transition into this field
     


If you are a top bucket/target school hardo I most likely do not have a lot to offer you unless you are interested in transitioning to my specific area of expertise (opportunistic credit investing). Nothing against you, that’s just not my background or network - plus this whole forum is geared toward helping you out. 

A Note for Everyone:

My firm has separate hiring processes for public and private credit, and the public side has a very irregular hiring patterns so I am unlikely to be able to refer you directly for a role. I charge a lot for resume reviews because I don’t want to do them and that’s not how I’m going to help you get to the top of the pile.

If money is a gating item I hope you’ll reach out so that myself and WSO know there is a need and maybe one day we can create a way to support it. 

  • New York City
    • Charlotte
  • New York City
    • Charlotte
Excellent
5
2 Sessions
Member since 2025
Asset Management
  • VP macro researcher with 5+ years of experience providing relevant insights (incl trade ideas) to portfolio managers in London and NY. Can help you with various buy-side/sell-side roles, such as economist, FX/rates strategy, commodities, quant researcher
  • Expertise in quantitative analysis and economic modelling, with strong coding proficiency
  • Successfully secured job offers from top sell-side firms, boutique hedge funds, and prestigious central banks; able to prepare you thoroughly with real-world coding and technical interview questions.
  • Experienced interviewer for analyst and associate positions
  • Achieved career success despite attending a non-target and a semi-target university in less prominent locations, which required me to excel in both technical and networking skills. I can help you identify exactly what you need to learn, effectively showcase your skills, and stand out in interviews.
  • London
Excellent
5
2 Sessions
Member since 2020
Corporate Finance
  • Investor Relations
  • Experienced finance professional with ~8 years working in Financial Services and Financial Technology, specializing in Payments and Lending
  • Skilled in financial modeling and analytics, market research, investor relations, treasury and capital management
  • Currently at a Series-C startup; prior experience at bulge bracket banks and technology firms
  • San Francisco
    • New York City
  • San Francisco
    • New York City
Excellent
5
2 Sessions
Member since 2019
Investment Advisor
  • Investment Banking
  • Asset Management
  • He is a Former Co-Head of Sustainable and Impact Investing at Barclays Wealth Management and the Private Bank. Led the development and integration of an Impact Framework across Barclays’ investment process with the support of Bridges Fund Management’s Impact+. He also led the development of the Barclays Multi-Impact Growth Fund of Funds, the Barclays Sustainable Discretionary Strategy for endowments and private clients, as well as the origination, selection and fundraising efforts for the platform’s impact range across public and private markets.
  • Prior to this, he led a team in the equities business at Barclays Investment Bank and worked in equities structured products and strategy at JPMorgan.
  • Today, he is an advisor to Global Steering Group for Impact Investment and is currently leading the efforts in the development of an Outcomes-based Investment Fund to address displacement in Latin America.
  • He is a development board member at Ashden, part of the Sainsbury Family Charitable Trust.
  • A CAIA charterholder, holds an MA in International Business Administration and is an alumnus of the Impact Investing Programme from Saïd Business School at the University of Oxford.
  • London
Excellent
5
1 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Corporate Finance

* Currently, an IB associate involved in the mergers and acquisitions and capital markets transactions in technology with a focus on the internet sector
* He started his career in global business services where he led cross-functional teams of finance and supply chain consultants
* From a non-target, BSc and an MBA

  • San Francisco
    • Philadelphia
  • San Francisco
    • Philadelphia

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