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
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Find Your Mentor with Filters Below

Very Good
4
1 Sessions
Member since 2020
Corporate Development
  • Investment Banking
  • Private Equity
  • Venture Capital
  • Corporate Finance
  • Asset Management

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.

  • Toronto
    • New Delhi
  • Toronto
    • New Delhi
Very Good
4
1 Sessions
Member since 2019
Investment Banking
  • Director, ratings advisory (DCM) covering ASEAN and South Asia
  • Worked as a corporate banking credit analyst, 2 years
  • BTech Computer Science
  • MBA
  • AMA link
  • Singapore
Very Good
4
1 Sessions
Member since 2026
Asset Management
  • Asset Management

Credit Analyst & Portfolio Manager with 3+ years of experience at AXA Investment Managers (NYC) and Ostrum Asset Management (Paris). I advised on commitment decisions worth $700M-$900M and influenced over $10B in portfolio allocations across Business Services, Media, and Software sectors.

I've worked internationally in both France and the United States, and I'm fluent in French, English, and Spanish. I've navigated the full recruiting process for competitive buy-side roles, worked in high-pressure environments, and learned how to succeed in top-tier finance settings.

After my time in traditional finance, I deliberately transitioned toward technology and data analytics, teaching myself Python, data structures, and algorithms. I'm now exploring opportunities that bridge finance and technology.

I'm interested in mentoring students and early-career professionals who are targeting buy-side roles (credit analysis, portfolio management, asset management), navigating career transitions, or trying to break into finance from non-traditional backgrounds. I'm especially helpful for students interested in credit markets, international finance careers, and anyone looking to work in the US or Europe.

I can provide practical advice on: breaking into asset management, navigating the AXA IM and Ostrum recruiting processes, working in NYC as a non-US national, managing high-stakes projects, transitioning between finance and tech, and building a career with an international dimension.

  • Paris
    • New York City
  • Paris
    • 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
Very Good
4
1 Sessions
Member since 2019
Sales & Trading
  • Equities electronic trader for a bulge bracket Advanced Execution Services.
  • Extensive knowledge of algorithm development and transaction cost analysis.
  • Possesses strong analytical skills to identify areas of risk and an intuitive understanding of the securities regulatory environment.
  • Graduate with BA in Economics and Political Science
  • New York City
  • New York City
Very Good
4
1 Sessions
Member since 2018
Hedge Fund
  • Private Equity
  • Equity Research
  • 4+ years of experience as a sellside Equity Research Associate, at both, Susquehanna International Group, and at a mid-market investment bank
  • 1 year of private equity experience doing direct investing in Global Communications Infrastructure assets
  • Additional experience: CFO & Co-founder of an e-commerce startup, IB Summer Analyst at a boutique investment bank, and Research Analyst
  • New York City
  • New York City
Very Good
4
1 Sessions
Member since 2020
Real Estate
  • Private Equity
  • Real Estate

Associate at TPG Angelo Gordon.

Previously an Analyst/Associate at AEW Capital Management and at Schroders Capital prior to that.

  • London
    • Brussels
  • London
    • Brussels
Very Good
4
1 Sessions
Member since 2016
Private Equity
  • Investment Banking
  • 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
  • Los Angeles
    • Chicago
    • New York City
    • Washington D.C.
  • Los Angeles
    • Chicago
    • New York City
    • Washington D.C.
Very Good
4
1 Sessions
Member since 2015
Corporate Finance
  • Investment Banking
  • Corporate Development
  • Currently, run all of the biz ops for Series A startup
  • 4 years of experience in startups (B2B SaaS & marketplaces)
  • 2.5 years of experience in corporate ventures / corporate development
  • 2 years of banking experience (Lev Fin)
  • Non-target background
  • San Francisco
    • Houston
  • San Francisco
    • Houston
Very Good
4
1 Sessions
Member since 2025
Private Equity
  • Investment Banking
  • Accounting

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

  • Sydney

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