Public bio:
✅ 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
Public bio:
- 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.
Public bio:
- 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
Public bio:
- 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).
Public bio:
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.
Public bio:
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.
Public bio:
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.
Public bio:
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.
Public bio:
- 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
Public bio:
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.
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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