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:
- 6+ years in IBD at a BB/EB, with a focus on restructuring. Analyst to associate promote with years of leading recruitment at my firm
- Undergrad at Canadian target, Masters degree at UK target -> can advise on the masters in finance application process
- Have recruited and received offers for IBD roles across Toronto/London/Hong Kong
- Currently involved in the Web3 space where I advise protocols on how to bridge the gap between Wall Street and DeFi
- Languages: English (native), Mandarin (native), French (fluent), Spanish (fluent)
- My public AMA: https://www.wallstreetoasis.com/forum/investment-…
Public bio:
- Physician-researcher and management consultant at an MBB.
- Prior experience in seed and growth stage VC
- VC-backed startup founder
- Degree in neuroscience
- Expert in healthcare/life sciences
- Advisor
Public bio:
- Senior Associate at Partners Group with 10+ years of experience in private equity and investment banking.
- Invested $2 billion in equity across trade sales, sponsor sales, and take-private transactions.
- Expertise in financial modelling, leading diligence processes (financial, commercial, and legal), negotiating with sell-side parties, and building relationships with Management teams.
- Experience in direct investing, fund investing and secondary investing (LP-led and GP-led transactions).
- Previously mentored students from the University of Cambridge, University of Oxford, Imperial College London, and the London School of Economics where I’ve presented to over 600 students on careers and entry into Private Markets.
Public bio:
- First-year Associate at a MM IB in their Consumer & Retail Group. Graduated from the University of Southern California with a major in Financial Mathematics. Previously worked in Technology Investment Banking and Growth Equity. Have 3+ years of experience and have worked on over 10 M&A processes and 5 IPOs in addition to other capital raises.
Reach out to me if you are looking to:
- Break into Consumer & Retail, Technology Investment Banking
- Connect with a consortium of like-minded individuals trying to break into banking
- Learn networking tricks and tips
- Get access to a proprietary portfolio of resources to maximize your chances of getting your next dream job
- Mock Interview
- Connect with tenured Investment Bankers and Private Equity professionals
Look forward to hearing from you!
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:
- 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:
10 years in investment banking.
Founder & principal at 3Gen Capital (sell side M&A advisory).
4 years with Training The Street, teaching onboarding analysts and associates at investment banks, Fortune 500 companies and undergrad/MBA programs.
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:
- 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
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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