Public bio:
- Current Investment Associate at a Private Equity firm that invests in the lower middle market, completing over 500 investments that total nearly $8 billion in value. Current AUM is approximately $4.5 billion
- Previously spent ~3 years at Harris Williams in their Consumer M&A Investment Banking Division and at PNC Bank in their Corporate Strategy and Asset Based Lending Group
- Graduated with a BBA in Accounting from The Ohio State University
- Conversational proficiency in Hindi, Bengali and Urdu
- Coming from a non-target school, I have proven myself multiple times at interviews and job opportunities for Private Equity, Investment Banking (M&A), Corporate Strategy and Corporate Lending
Public bio:
Mentor worked for three years in an IB industry coverage at a BB in NY. He since joined a middle market spin-out firm in Denver, CO where he has worked for two years.
Public bio:
- Private Equity Analyst at Stellex Capital Management in New York
- Bachelor of Business Administration from ESSEC Business School, with an affiliate program at UCL
- Previous experience as a Private Equity Summer Analyst at Stellex and a Private Equity Analyst at Liri Capital
- Completed spring insight programs at Goldman Sachs and Perella Weinberg
Public bio:
- Cambridge Mathematics graduate and current MPhil student in Data Intensive Science at the University of Cambridge
- Incoming Graduate Quant Trader at DRW, following a quantitative trading internship focused on market making and execution
- Previous investment internship at LMR Partners, with experience across commodities and fixed income
- Strong track record in quantitative trading competitions, including 1st place at the Citadel Securities Invitational and D. E. Shaw Insight, and a top-5 finish at Optiver Trading Academy
- Final rounds/Offers from Jane Street, IMC, Capula, Goldman Sachs, Flow Traders, Millennium and more.
- Experienced in helping students prepare for quant trading/hedge fund interviews, with a focus on probability, expected value, mental maths, estimation, market making and problem solving
Public bio:
- Currently the corporate development manager at a PE-backed data center company where I focus on capital raising, acquisitions, and various strategic initiatives
- Previously spent ~2 years at a MM investment bank working with companies in the TMT sector on M&A and capital raise initiatives
- Served on the recruiting committee for my team at the bank and conducted first round interviews for both interns and full-time analyst hires
- Ranked top bucket analyst
- Transitioned from personal training to investment banking over the span of three years
- Graduated with a BS in Kinesiology and later received a MS in Finance both from non-target schools
- Did not complete an IB internship and broke into the full-time analyst program by way of networking
- A lot of doors can open if you talk to a lot of people. All students need is just one person to help open the door
- I want to help students, especially those from non-target schools or untraditional backgrounds, break into finance. It is not easy, but it is doable
Public bio:
- Incoming Associate Consultant Intern at Bain & Company (Summer 2027)
- Undergraduate at Brown University studying Economics and International and Public Affairs (Class of 2028)
- Previous experience in strategy at Flex (Summer 2026) and as an Undergraduate Teaching Assistant for Intermediate Microeconomics
- Project Manager at Brown's Collegiate Consulting Group, having led client work for Adobe and Substack
- Active in the Bruno Finance Society and Brown Women in Business
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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