WSO ACADEMY - LAND THE ELITE ROLE

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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

Very Good
4
2 Sessions
Member since 2026
Investment Banking

✅ Engineer transitioned to banker with +2 years experience at a leading global boutique investment bank

✅ Worked across several M&A and capital raise transactions in TMT, industrials, infrastructure, healthcare and real estate

✅ Aim to provide real insights into the industry and share what helped me break into investment banking, including interview preparation

✅ Experience in teaching fundamental financial technical skills and modelling

✅ Conversational proficiency in English and Korean

  • Sydney
Very Good
4
2 Sessions
Member since 2019
Risk Management
  • Sales and Trading
  • Risk Management
  • City banker with strong background in Mathematics and Economics equipped with excellent analytic and quantitative skills.
  • 8+ years of battleground experiences in the banking industry at the top banks in Toronto, a proven team player who is revenue driven and prioritizes the benefits of his company and clients.
  • An extremely self-motivated, results-driven individual with strong work ethics and high productivity who is passionate at what he does and strives to achieve top success.
  • Toronto
Very Good
4
2 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Corporate Strategy
  • 5+ years at Top 5 Bulge Bracket investment bank (analyst promote)
  • Ranked top quartile as a senior analyst and associate
  • Led various aspects of first-year analyst and associate recruiting programs (including resume screen, attending info-sessions hosted at schools, conducting interviews, and making offer decisions)
  • Led first-year analyst and associate training programs for my group
  • New York City
  • New York City
Very Good
4
2 Sessions
Member since 2019
Accounting
  • Currently at EY working with clients to strategize through transactions, including IPO, or M&A.
  • Started her career at PricewaterhouseCoopers' Capital Markets and Accounting Advisory Services. Offering advisory services related to, including but not limited to, IPO, M&A, Divestiture as well as GAAP changes.
  • Graduated from University of Southern California (USC)-Leventhal with a Master (MACC) and a BS in Accounting with GPA of 3.97. During college, actively involved as a researcher for multiple professors (including finance, tax, and communication arts) and participated in multiple case competitions (including Deloitte’s FanTAXtic Case Competition and Boeing Case Competition).
  • Seattle
    • Los Angeles
  • Seattle
    • Los Angeles
Very Good
4
2 Sessions
Member since 2024
Sales & Trading
  • Private Equity
  • Sales and Trading
  • Venture Capital
  • Other
  • Quant

Grew up in Spain, where I pursued a Bachelor's degree in Business Administration at ESADE in Barcelona. Interviewed multiple times with BB for S&T summer internships in London while I was in college but never landed an offer. Traded with my own money (and received funding from friends) since I earned my very first paycheck. Worked in Insurance, Wealth Management and Private Equity/Venture Capital (1 year each) after I graduated. I decided to quit my job in PE/VC. spent all my savings and asked for a loan to move to New York in 2021 to pursue a Master's degree in Financial Engineering at Stevens Institute of Technology as it was my very last chance to readdress my career at the age of 26 and become a trader, which is what I always wanted to do. I knew Stevens was not a target school but it was the best I could afford with my money and I was very confident on my experience and story. Landed a S&T summer internship at Citi in London in 2022. Received a return offer from Citi to join the Graduate Program the following summer but declined it to join Standard Chartered as an eFX Trader in New York. I got promoted twice in 2 years and currently managing the EM books during the New York session.

  • New York City
    • London
  • New York City
    • London
Very Good
4
2 Sessions
Member since 2025
Investment Banking
  • Investment Banking
  • Consulting

Hey there! I’m currently an Investment Banking Associate at Moelis & Company with more than 3 years of experience across the Frankfurt and London office. Over the years, I’ve worked on multiple cross-border transactions in Industrials, TMT, and Healthcare, building a solid foundation in M&A advisory and corporate finance. This October, I’ll be taking the next step in my career, joining a leading family office in the UAE as an Investment Associate, focusing on strategic investments and long-term value creation in Europe in North America.

Here’s a bit more about me:

  • Current Role: 1st year Associate at Moelis & Company (Frankfurt)
  • Next Step: Investment Associate at a leading UAE family office (starting October)
  • Expertise: M&A advisory, corporate finance, valuation, and transaction execution
  • Industries: Industrials, TMT, and Healthcare
  • Strengths: Straightforward communicator, practical problem-solver, team player, and someone who stays calm when the pressure’s on

I’m here to share what I’ve learned, answer your questions, and hopefully make your journey into investment banking a little smoother than mine was.

  • Frankfurt am Main
    • Frankfurt am Main
    • London
  • Frankfurt am Main
    • Frankfurt am Main
    • London
Very Good
4
2 Sessions
Member since 2022
Risk Management
  • Investment Banking
  • Private Equity
  • Hedge Funds
  • Commercial Banking
  • Equity Research
  • Consulting
  • Venture Capital
  • Corporate Finance
  • Asset Management
  • Accounting
  • Risk Management
  • Other

Risk Management professional with 10+ years of 1st, 2nd, and 3rd line experience in financial services, banking, capital markets, stress testing, capital adequacy, balance sheet/asset-liability management (ALM), risk appetite, strategic planning, regulatory transformation, model risk management, treasury operations, FP&A, auditing, accounting, assurance, governance, compliance, enterprise risk management (ERM), consulting, and investment research. Certified Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) Level II candidate, Master of Finance, and Master in Science in Global Finance graduate with a background in economics and business administration. Competent in due diligence, financial modeling, reporting, forecasting, risk identification/assessment, project/program/change management, policy/process/control design, asset pricing, portfolio allocation, valuations, and analytics. Interested in economic research, fundamental analysis, corporate/strategic finance, market and credit risk, capital/liquidity planning and management, statistics, asset management, angel investing, Fintech, and DeFi.

  • New York City
    • Boston
    • Brussels
    • Istanbul
    • London
  • New York City
    • Boston
    • Brussels
    • Istanbul
    • London
Very Good
4
2 Sessions
Member since 2024
Other
  • Other

Structured Finance professional with expertise in securitization (ABS/RMBS/CMBS) and financial modeling. Experienced across US Bank, Santander, and Moody’s, I specialize in structuring, investor reporting, and risk analysis.

  • London
    • Dublin
  • London
    • Dublin
Very Good
4
2 Sessions
Member since 2015
Private Equity
  • Investment Banking
  • Sales and Trading
  • Currently a Business Development Associate at a fixed income market research and portfolio management platform
  • Previously an Analyst at an investment management firm
  • Prior experience has ranged from an internet start up to a stint at a commodity trading firm and a summer spent as an investment banking analyst
  • New York City
  • New York City
Very Good
4
1 Sessions
Member since 2025
Investment Banking

Ambition, hard work, and strategic vision: these are the elements that have characterized my career to date and that I consider essential for achieving any goal.

I am a structured finance professional with over four years of experience, specializing in the securitization of various asset classes. My expertise covers the entire transaction lifecycle—from structuring deals and conducting in-depth financial analysis to engaging in high-level negotiations with stakeholders such as hedge funds and banks. My work focuses on providing innovative financial solutions for clients by developing tailored financing structures. I take pride in my ability to collaborate with cross-functional teams, optimize deal structures, and deliver successful outcomes for both investors and borrowers.

My previous experience of a year and a half as an investment analyst in Credit and Real Estate Asset Management has been invaluable in my current role.

My strong academic background has not only provided me with a deep understanding of economics but also offered a broad and comprehensive view of the social dynamics that shape the world.

I am passionate about leveraging my skills in structured finance to contribute to innovative financing solutions in the global investment landscape. I also strongly believe in the value and importance of mentorship as a means to enrich oneself and accelerate one’s career.

  • Milan
    • Copenhagen
    • Rome
  • Milan
    • Copenhagen
    • Rome

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