Public bio:
Ex-McKinsey Associate Partner. I spent time working in our London and Dubai offices, with a focus on the energy and infrastructure sectors.
I conducted 150+ interviews across first and final round in the UK and Middle East. I was the development manager for 10 consultants and mentored 100s of colleagues.
I can help interview preparation (for first and final round interviews). I can help you step up your case, and I also find candidates get a lot of value from my guidance on the personal experience part of the interview (often overlooked in preparation). I can also help you refine your CV to ensure you land the interview.
Public bio:
At Lazard, I sat on the other side of the resume screen. Hundreds of applications for M&A seats, most decided in under ten seconds. I know what makes a reader stop, because I was the one deciding.
I did not come out of a feeder pipeline. Stanford Economics is not a finance factory, so I won my seat on the strength of the story rather than the alumni list, and then became the person deciding who else got one. A mentor from your school can tell you how his own year went. I can tell you what the screener is actually thinking, whatever is printed at the top of your page.
Today I run Battery Street Advisors, a small M&A boutique focused on tech startups, so I am on live mandates rather than working from memory. I also contribute finance expertise to the team training Grok at xAI, which means I spend a lot of time teaching a model to do the work that used to justify an analyst seat: spreading comps, first-cut models, memo drafts. Classes are getting smaller and the bar is moving. I will show you how to make that a reason to hire you, whether that means reframing a modeling internship around judgment rather than pure output or building a “why banking now” answer that acknowledges the shift instead of dodging it.
The fundamentals still decide it and we work all three. Your resume gets rebuilt line by line, quantified and stress-tested against the follow-ups an interviewer will probe. Your behavioral answers get built into a full seven-story bank, including the peer conflict, superior conflict, and other stories most candidates never prepare. Then I drill you live on valuation, LBO mechanics and accounting, pushing past the memorized answer until the math is actually there.
Background: Lazard M&A, KKR, fintech and leading crypto funds at Hashed and Parataxis Capital. I came to the US as an international student from Germany, so sponsorship questions and non-US recruiting calendars are familiar ground.
Where I add the most value:
• Breaking into IBD (resume screens, networking scripts, technicals, a “tell me about yourself” that lands)
• Behavioral mastery (full seven-story bank built to be memorable)
• Positioning for the AI era (signaling real fluency without buzzwords)
• IB to PE / credit / buyside
• International & non-US recruiting, unconventional paths, crypto/web3 and grad school applications
Junior summer recruiting opens 12–18 months earlier than most students realize. Send me your resume and the role you are chasing. I will tell you exactly what a screener sees in the first ten seconds, then we get to work!
Public bio:
- 4+ years experience across PE and IBD
- Currently Private Equity Associate in a US-based mega-fund with a very significant presence in London / Europe
- Previously at an elite boutique as an M&A Investment Banking Associate for ~1 year and Analyst for ~2 years; was heavily involved in firm’s intern and graduate recruitment programme and interviews
- Can speak to London IBD and PE recruitment dynamics in a lot of detail (from spring weeks to off-cycle internships at IBD and PE shops, to navigating London / Europe-specific head-hunters for PE recruitment etc.)
Public bio:
- Former Bain & Company Consultant with experience advising senior executives on growth strategy, market entry, operating models, organizational transformation, and complex business problems across industries
- MBA from The Wharton School and MPA from Harvard Kennedy School, with extensive experience coaching students and professionals pursuing management consulting, graduate business education, and competitive career opportunities
- Led and supported consulting recruiting initiatives at Bain, including case interview preparation, mock interviews, resume reviews, candidate assessment, case development, behavioral storytelling, and end-to-end recruiting guidance
- Former finance and treasury leader at GE and Baker Hughes, where I managed multibillion-dollar financial exposures and led strategic initiatives across risk, operations, sourcing, and technology
- Previous experience in Private Wealth Management at Goldman Sachs, providing additional perspective on finance recruiting, client service, investment careers, and positioning for highly competitive roles
- Longstanding mentor through Management Leadership for Tomorrow, The Riordan Programs, Forté, and the Toigo Foundation, helping candidates strengthen their resumes, personal narratives, interview performance, career strategy, and confidence
- Current leadership-development executive at athenahealth, where I coach executives, people leaders, and high-potential professionals and design enterprise leadership academies for a global workforce
- Coaching style is highly structured, candid, and actionable, with a focus on helping candidates communicate clearly, think strategically, and differentiate themselves throughout the consulting recruiting process
Public bio:
- Currently launching a long/short equity hedge fund
- Previously was an Associate at a middle market private equity firm where he evaluated leveraged buy out opportunities across the healthcare, technology, business services, and industrial sectors
- 2 years as an analyst in a build bracket bank within the healthcare coverage group
- Graduated double majored in Biology & Economics
Public bio:
I am currently a Long / Short Equity investor at one of the longest-tenured / top-performing teams at a global US-based hedge fund with $20bn+ AUM. I have also spent time in Private Equity and Investment Banking. I come from a non-traditional background and managed to make my way into finance. I understand how difficult it can be to break into finance and to progress successfully from there. Very happy to help out on career progression, mock interviews (IBD, PE, HF), etc.
Public bio:
- Current Vice President at a growth equity / buyout firm that invests flexibly across the capital stack in highly structured, complex deals
- Previously spent ~2 years at Lazard in their Investment Banking Division, primarily working on Healthcare and 1 year at Moelis working on Media and Technology M&A; also spent 3 years in private equity at Consonance Capital (ex-JPM/CCMP healthcare team)
- Have done 80+ interviews for summer analyst, analyst, associate, senior associate, and vice president seats across multiple investment banks and private equity firms - lead recruiting at my current firm
- Have lead mentorship and training at majority of firms I've worked at. Teaching is a passion of mine and I'm really good at helping people ace technical questions and understand finance concepts. Can offer suggestions on training materials / tips to develop mastery.
- Highly passionate about investing both public and private markets - have landed job offers at multiple top hedge funds even though I decided to stay in private equity - can speak knowledgeably about the difference between public and private investing, but am happy to help with stock pitches, investment theses, etc (including sourcing)
- Have had a really successful track record of helping mentees land offers at prestigious firms, including Softbank, GA, KKR, Lazard, Evercore, Morgan Stanley, Point72, among others
- I cover and have covered a broad range of sectors - can speak knowledgably about healthcare (all verticals), technology, business services, and education
- Graduated with a BSc in Economics with a concentration in Finance from Wharton
Public bio:
- She is currently a private investor, researching and investing in alternatives including private credit, precious metals, venture capital, oil & gas, cryptocurrencies and real estate adjacent investments such as NNN industrial and multifamily private placements and notes
- At JP Morgan, she was a VP in their ESOP Advisory Group
- Worked as an associate at a boutique middle-market investment bank, covering sell-side and buy-side M&A, Valuations, and Corporate Advisory.
- Previously an Associate, DCM/Loan Syndications, BNY Mellon Capital Markets, supporting all of bank’s major relationship lending groups including TMT, RE, FIG, Healthcare, Utilities & Retail
- Big 4 (PwC and EY) in Taxation, obtained CPA
- BS, Accounting & MBA Finance
- She has significant experience interviewing, hiring, training, and mentoring junior professionals.
Public bio:
- An investment associate at a multi-billion dollar hedge fund/family office.
- He made the switch from Sales & Trading (structured credit) to investment banking restructuring group
- He was featured in the WSJ on how he broke into front office finance
- Non-target school with BSc in Finance and Economics
Public bio:
- Senior Sales Strategy Professional with a track record in product positioning and distribution strategies driving growth at leading global alternative investment managers
- Specialist in strategic and long-term planning utilizing skills in team management and analytics
- Extensive background in improving operational efficiency through technology implementation and project management.
- A key player in driving teams that raised in private equity/credit assets of $41B of new capital between 2009 and 2020
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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