Public bio:
- Incoming Investment Banking Summer Analyst at Bank of America GCIB (Summer 2027)
- Junior at Fordham University's Gabelli School of Business studying Finance
- Previous experience across net lease real estate, private equity and TMT investment banking at Essential Properties Realty Trust, Leaf Group and Young America Capital
- Founder of the Fordham Investment Society, a 150+ member student organisation focused on finance education, market analysis and investment research
- Mentors students on finance recruiting, breaking into investment banking and landing first internships in PE, IB and real estate
Public bio:
- Director at Royal Bank of Canada, Front Office Quant Analytics specialising in Interest Rates and FX
- Founder / Director of ONAR Family Office, a small prop fund
- PhD in Engineering from Cambridge University (Bill Gates Scholar for the duration of the course)
- MSc in Mathematics from Imperial College London
- Spent 1 year at DRW Trading firm developing Futures trading strategies
- Spent 5 years in Singapore as a Quant with Barclays, specialising in Emerging Markets
- Spent 1 year at Lehman Brothers as a graduate and lived through the bank's 2008 collapse
Public bio:
- Currently working within Corporate Development
- Previously worked for a Bulge Bracket IB in London covering consumer and retail clients for ~3 years having successfully converted a summer internship
- Undergrad in Engineering
Public bio:
Current VP at large cap full-service investment bank
Previously worked at other large cap bulge bracket investment banks
Career banker within industry coverage group
B.A. from UCLA
Public bio:
After 5 years in the trading division at Goldman Sachs I am incredibly excited to be headed to UVA Darden to pursue my MBA on a full tuition scholarship dedicated to entrepreneurship as one of Darden’s Batten Entrepreneurial Scholars.
My time at GS spanned multi-year stints in both equities and fixed income markets. In equities, I worked on all of Goldman's IPOs and ECM offerings, pitched investment ideas, and covered large institutional equity investors. On the fixed income side, I handled the distribution of all corporate debt offerings while also working closely with GS traders to provide liquidity to our institutional client base. I was fortunate to be closely involved in the rapidly changing market structure of the corporate bond world.
I have caught the entrepreneurial bug and will be exploring a number of industries over the next two years including:
1. Venture Capital (investing, operating and incubator sides) --> Check out Fern, a personal venture I am working on
2. The world of Search Funds & Entrepreneurship through Acquisition (ETA)
3. Private Equity Investing (Traditional Private Equity, Growth Equity, Venture Capital etc)
Public bio:
Graduated from a non target university in 2019. 3 years of combined private equity and investment banking experience. I have the unique perspective of being early promoted to an Associate in banking, spending time as analysts in private equity and working across LBO and minority investing. I have helped 20+ students land internships at top investment banks and have a playbook that I'd be willing to share / talk you through.
Public bio:
- Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
- Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
- Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman’s Private Equity team and was later dedicated to the firm’s business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
- Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
- Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
- Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman
Public bio:
* He served for nearly a decade as a Senior Analyst at a $4bn high yield credit manager where he was primarily responsible for the healthcare sector. He also led the firm's distressed and workout functions and was in charge of analyst recruiting.
* Previously, he was an Associate in Restructuring where he worked advising clients on distressed exchange offers, capital raises, M&A and balance sheet restructurings.
* Began his career as an Analyst in Leveraged Finance at a bulge bracket. Pursued an AtoA track after his third analyst year.
* He earned his B.S. in Business Administration with a concentration in finance from the University of North Carolina at Chapel Hill.
Public bio:
Josh is an Associate at a private equity firm, focused on lower middle market industrial investing. He supports investment evaluation and diligence through modeling, sector research, and investment committee materials. Previously, he was an Investment Banking Analyst at a Middle Market investment bank and began his career in a Big 4 transaction advisory practice. He attended a Big 10 school, and holds a bachelors and masters in Accounting.
Public bio:
- Incoming Investment Banking Analyst at UBS
- Completing a bachelor's degree in Economics at Princeton University
- Previous experience across internships and campus roles in London and Chicago
- Background in outreach strategy, fundraising and communications, with early exposure to private equity through an immersion program
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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