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
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Very Good
4
1 Sessions
Member since 2024
Hedge Fund
  • Investment Banking
  • Private Equity
  • Current investment analyst at a generalist $5bn AUM activist hedge fund
  • Previously worked in private equity and investment banking
  • Generalist sector experience
  • Advise on career-changing to buy-side or internationals in finance
  • New York City
    • Chicago
    • Toronto
  • New York City
    • Chicago
    • Toronto
Very Good
4
1 Sessions
Member since 2026
Investment Banking
  • Private Equity

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.

  • Toronto
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
Hedge Fund
  • Experience across investment banking, private equity, hedge funds, and startups
  • Currently an Equity Research Analyst at a space-focused hedge fund
  • Prior roles in structured credit (SMBC), private equity (renewables), and Capula Investment Management
  • Founded Metron, a health-tech platform integrating wearables and real-time analytics
  • Mentor for Big Brothers Big Sisters; passionate about guiding students into IB, PE, or hedge funds
  • Strength in resume strategy, networking, technical prep, and career pivots
  • 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
Very Good
4
1 Sessions
Member since 2017
Other
  • Investment Banking
  • Currently working as the Vice President of a multi-state cannabis company
  • Experience as an Associate at Morgan Stanley in the Financial Sponsors Group
  • Received MBA from top-tier business school; Co-Founder of the Sports Business Club, Men’s Rugby Alumni Chair
  • 2009 MLB Draft Tampa Bay Rays; Professional Player from 2009-2011
  • Los Angeles
    • New York City
  • Los Angeles
    • New York City
Very Good
4
1 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Venture Capital
  • 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
  • London
    • Milan
    • New York City
  • London
    • Milan
    • New York City
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 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 2020
Management Consulting
  • Investment Banking
  • Private Equity
  • He is an experienced finance professional working in turnaround and restructuring.
  • His expertise includes providing turnaround & restructuring advisory for chapter 7 and chapter 11 bankruptcy, recapitalization, investment banking, deal origination, private equity investing, private credit, opportunistic investing, special situations investing, stressed, distressed debt, mergers, acquisitions, leveraged buy-out (LBO) transactions, debtor-in-possession (DIP) financing, distressed debt, bank loans, senior debt, subordinated debt, private credit and mezzanine loans, management consulting, corporate finance, corporate strategy and operational improvement.
  • Skills: Financial analysis, financial statement analysis, three statement financial modeling, discounted cash flow modeling (DCF) analysis, mergers and acquisitions analysis, leveraged buyout analysis, credit analysis, credit risk, capital structure analysis, waterfall analysis, distressed debt analysis, 13-week cash flow analysis, and valuation analysis.
  • New York City
  • New York City

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