Public bio:
- Currently working as a Vice President at a investment management firm
- 2 years in Investment Banking at UBS - Financial Sponsors + Leveraged Finance Group
- 3.5 years at middle-market private equity fund working as an Investment Associate
- Undergrad and MBA from top-tier schools
Public bio:
- Current investment associate at a growth equity fund, focusing on FinTech transactions globally
- Previously spent 2 years at the Morgan Stanley Private Equity team
- Broad sector coverage, generalist excluding energy, and real assets
- Graduated with a 98% GPA in International Finance and Economics
Public bio:
Currently a private equity professional at an Australian Lower Mid-market private equity firm focused on the APAC region. Previously a senior associate within the Morgan Stanley TMT and Healthcare team. Significant Investment banking experience with a strong foundation from accounting firms
Public bio:
Saurabh is an entrepreneur turned investment professional who brings along a unique combination of operational and investment experience. Currently, I work in the corporate development and venture fund team at The Co-operators Insurance Limited.
His professional trajectory stemmed from his family business of manufacturing metallic wires in India, where he spent five years mastering the nitty-gritty of a mid-market business before eventually taking a successful exit by selling the business to a competitor. Employing the inherited business acumen and operational experience gained in the family business, Saurabh eventually ventured into the investment banking industry. He has had progressive investment roles while working on sector-agnostic transactions, right from origination to completion, resulting in closed transactions totaling over $500 million in the mid-market space. His experiences have resulted in strong and countable relationships with buy-side and sell-side institutions and increased execution capabilities, including the drafting of marketing materials including CIMs, teasers, and complex financial models.
He is inclined to leverage his business acumen and operational and investment experience and intends to be a leader in the industry while working under the shadow of the leaders. He has a go-getter attitude and extreme curiosity to learn.
Originally from India, Saurabh moved to Canada in 2018. He holds a Bachelor of Commerce and is a CFA Charterholder. He is a husband, a father, a fitness freak, and a big fan of Bollywood.
Public bio:
- Currently Managing Director at a public business development company (BDC) with ~$250m AUM responsible for all lower middle market deal sourcing and overseeing execution.
- Previously spent 13 years at a lower middle market mezzanine firm (Small Business Investment Company), primarily working on underwriting, originating, and managing portfolio investments. Minority equity co-invests of 20-25%. Led analyst training program and served as a mentor to analysts and summer interns.
- Broad industry experience with specific expertise in niche manufacturing, environmental services, aerospace and defense, business services, and transportation/logistics.
- Supported portfolio companies with successful capital raises, various special projects (accounting system conversion, insurance claims, developing budgets, financial statement packages, and KPIs), and contributing at the board level with strategy development, long-term planning, and plan execution.
- MBA and BS Finance
Public bio:
- Former Director of Corporate Development for highly acquisitive diversified industrial company (14 transactions representing over $1.5 billion in transaction value)
- 8 years of Corporate Development experience (promoted 4 times in 8 years from Analyst – Director)
- Experiences includes: managing and leading acquisition teams, deal negotiation, due diligence, deal sourcing/origination, financial modeling & valuations, acquisition strategy/white space research
- Undergrad: Tier B (Non-Target but still recognizable) and target MBA
- Former Big 4 business valuation consultant
- Current President & Founder of software company
Public bio:
- Investment professional with experience in different fund strategies as well as investment banking;
- Experience as an Investment Banking Analyst at a bugle-bracket bank. Deal experience includes leveraged buyouts, leveraged recapitalizations and mergers & acquisitions for traditional media, business services, industrial and retail corporations;
- Worked as an Associate at $8B+ Multi-strategy Fund. Invested in distressed debt and special situations primarily in the technology, building products, education and retail industries.;
- Credit Analyst at Credit Fund. Invest in leveraged loans and high yield bonds in the media & telecommunications, financial institutions, auto, leisure and lodging industries
- High Yield Research Summer Associate at Barclays in Consumer and Credit Strategies;
- B.A. in Economics and Public Policy from the top tier university and MBA from top 20 program.
Public bio:
- A risk management professional specializing in credit risk, credit policies, stress testing, portfolio analytics and project management
- Currently, a Vice President at HSBC
- Have vast market knowledge in specific sectors such as retail, telecom, automobile and NBFIs
Public bio:
- A diverse background on both the buy and sell side of Wall Street
- He began his career as an Assistant Sales Trader at one of the bulge bracket firms on their Block Trading desk
- Then he was the Head Trader at a $2.7bn multi-strat Hedge Fund
- He also launched his own fund with friends and family capital
Public bio:
Gurkamal Dhaliwal is an investment banking associate based in Toronto, Ontario, currently working at National Bank Financial with a strong foundation in business and financial services. He completed his university education at the University of Manitoba, where he actively engaged in experiential learning and team-based competitions, including representing the Asper School of Business in case competitions that combined academic excellence with community support efforts.
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.
or Want to Sign up with your social account?