Public bio:
Associate at a mid-market infrastructure fund
- Associate at a mid-market infrastructure fund (latest fund US$2.6bn focusing on core plus, sector-agnostic)
- Expertise in digital infrastructure
- Previously 3rd year analyst at Rothschild & Co in Natural Resources
- Global investment experience (North America, Europe, Australia/New Zealand, Asia Pacific)
- Graduated top 3% of university cohort at a leading Australian university
Public bio:
- Private equity professional with 8 + years experience in investing, asset management and advisory (buy and sell side)
- Industry focus in Infrastructure, Renewables and Agriculture
- Interested in mentoring highly motivated candidates on weekends interested in a career in Private Equity or Investment Banking.
Public bio:
I'm a rising VP at Oaktree interested in giving back to the community. I spent two years in investment banking in energy, two years at Quantum Energy Partners (one of the largest energy private equity firms in the world), and now two years at Oaktree Capital in their flagship Global Opportunities / Distressed Debt fund, where I cover energy and industrials.
Public bio:
- Investment Banking Associate (Associate 3) at an elite boutique, specialising in M&A and debt advisory across infrastructure, energy transition, and digital infrastructure sectors.
- Transaction experience includes advising KKR, QIC, and other major sponsors on multi-billion-dollar acquisitions, refinancings, and capital-structure advisory across renewables, data centres, ports, airports, and transport.
- Formerly with EY Infrastructure M&A and FTI Consulting, building deep expertise in valuation, modelling, structuring, and due diligence.
- Passionate about helping aspiring bankers and career changers develop real-world technical skills (DCF, LBO, debt sizing), sector fluency, and interview readiness for IB and private-capital roles.
Public bio:
5+ years experience covering Global Equities across industrial sectors at a Global Equity Long Short Market Neutral hedge fund.
7 years in Corporate Finance at J.P. Morgan in London.
Masters in Finance London Business School.
Graduated BSc Economics from University of Bath.
Public bio:
- Currently, a partner at a CPG focused venture capital fund focused on a specific sub-sector within CPG
- Spent 10 years as an Senior Investment Analyst at a traditional long/short hedge fund as a generalist, with a focus on consumer and retail
- Spent 4 years at Greenhill & Co. as an Associate and Vice President in the firms Investment Banking group focused on M&A; Heavily involved in the firms recruiting efforts and was responsible for interviewing both income Analysts and Associates
- Spent 3 years at Citigroup in the firm's Investment Banking group, spending 2 years in the Los Angeles office and 1 year in the New York office as a 3rd year analyst
Public bio:
Private Equity Professional focused on Infrastructure with a background in Investment Banking
Public bio:
Venture Capital & Startups Professional with over 13+ years of experience across venture capital, strategy consulting, and high-growth technology. As Partner and Head of India & Southeast Asia at Picus Capital, I worked with founders to design scalable go-to-market strategies and unlock new growth opportunities. Previously, as COO at Mobile Premier League, I led global teams across revenue, data, and strategy and scaled the business from 5M to over 100M users and growing annual revenue to $200M. Earlier, at McKinsey & Company, I advised Fortune 500 leaders on digital transformation and go-to-market execution across emerging markets.
Public bio:
Seasoned equity research analyst and investment executive with a decade of experience in equity research and portfolio management across North America and Asia. A robust global perspective shaped by roles in leading global and regional financial institutions. Recognized as an established thought leader and investment spokesperson in major media, including CNBC, Wall Street Journal, and South China Morning Post, in the global internet and technology sectors, stock market trends, and thematic investing.
Experienced in long-biased and long-short market-neutral equity investments, with a proven track record of delivering investment alpha across market cycles. Expertise lies in developing differentiated fundamental views and conducting forward-looking research on major economic trends, demographic shifts, and emerging technological themes, all while maintaining a long-term strategic view that balances risk and reward.
Demonstrated consistent ability to lead and mentor high-performing teams. Passionate about building and inspiring multicultural teams, with a strong commitment to mentoring the next generation of finance professionals, fostering a high-performance mindset, and delivering concrete results.
Beyond investing, passions include:
1. Coaching and mentoring young finance professionals and recent graduates
2. Engaging in charity projects in Hong Kong, Singapore and China
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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