Public bio:
I’m an Harvard Business School grad with 13 years of experience in investment banking, VC and PE. I offer coaching for MBA applications, investment banking, venture capital and private equity.
Over the last 10 years of coaching, I have helped worked with over 100 candidates on recruiting and applications for business school, fund or bank of their choice and launch into their dream jobs. I charge more than some of the other coaches to offer premium coaching if you are looking for tailored strategies to put you in the top 1% of applicants:
(1) I am the most experienced coach in terms of PE/IB recruiting on the Leland platform (and was ranked #1 coach on Leland last year overall!). I know all the main headhunters and most of the funds and banks really well
(2) I keep my schedule flexible so that if you need urgent help I can make myself available at short notice and make sure I am there to help you with anything you need
(3) I invest a lot more time preparing for sessions to tailor it to you and give you addressable points, such as taking detailed notes and creating session plans
- PRIVATE EQUITY -
I worked at Apax Partners ($60bn AUM) as a Senior Associate where I had interviewed and evaluated several analyst and associate applicants. I've spent my career in New York and London and can speak to the working styles and culture in both places. I have helped several candidates get offers from top funds (Blackstone, BainCap, KKR, Apax, HIG, Vista, Thoma Bravo, amongst others). Having been on the other side of the table, I understand the importance of preparing well and acing the resume, interview and case study to land your dream role.
- INVESTMENT BANKING -
I spent 5-years at top investment banks (J.P. Morgan, Deutsche Bank) and received 5+ offers from other top bulge bracket banks. As a senior associate in banking, I reviewed applications and interviewed candidates for analyst and associate roles regularly, and therefore I understand the process and what is takes to succeed well. I have helped several students get offers from top banks including J.P. Morgan, Goldman Sachs, Barclays, Morgan Stanley to name a few.
- VENTURE CAPITAL -
I have been an active angel investor since 2019 and have a strong network within VC in the US and Europe. I interned with General Catalyst and Dawn Capital and have helped several candidates land a role at their dream VC fund. I spend time carefully tailoring a package for your journey, from resume and LinkedIn review, to building a networking strategy and creating a role for yourself!
Public bio:
Vamshi is a Wharton MBA candidate with over four years of advisory experience across premier investment banking platforms, specializing in complex Private Capital Advisory (Secondaries).
Currently pursuing his MBA at the Wharton School, Vamshi leverages his recent deal experience at Perella Weinberg Partners (formerly Devon Park Advisors) and Greenhill & Co., where he advised on $1B+ transactions including GP-led secondaries, continuation vehicles, and special situations.
Public bio:
Extensive experience in Private Equity, Real Assets, and Corporate Development with a focus on global investments and portfolio value creation.
Most recently, I served as Vice President at a leading global private equity firm, where I led cross-border investments and portfolio initiatives across APAC and the Middle East. Closed multi-billion-dollar transactions across real estate, infrastructure, and digital platforms, while driving EBITDA growth, capital optimization, and exit readiness at portfolio companies.
Previously led Corporate Development for a PE-backed operating platform in Asia, where I executed M&A, secured institutional capital commitments, and delivered a turnaround that drove double-digit revenue and profit growth. Earlier roles include investment and development positions with a multinational real estate investment firm and a global luxury hotel company, with deal experience spanning commercial real estate and proptech venture opportunities.
Public bio:
Investment professional with 17+ years of M&A and portfolio management experience with top tier buy side and sell side firms in MENA and Europe driving the structuring and execution of strategic acquisitions and divestments for principal investors, family offices, conglomerates and global funds in multiple sectors spanning construction, industrial manufacturing, financial institutions, early-stage tech, retail and healthcare as well as optimising portfolio of assets under management, with a focus on cultivating and growing the asset base and fulfilling shareholders aspirations.
Public bio:
Vincent started his career in equity derivatives and cross asset trading, including roles at Morgan Stanley and Barclays Investment Bank in London and New York.
Following that, he joined Horizon Software, a French electronic trading software company, moving through various roles including pre-sales, sales, strategy, product management and finally acted as global head of client solutions and services. He later acted as General Manager for France and Belgium at Energy One a B2B SaaS provider of Energy Trading solutions.
Vincent graduated from Sciences Po Paris in Finance and Economics and holds a Mathematics and Engineering Master from Ecole Centrale in Paris.
Public bio:
I am an MBB Consultant with offers from McKinsey, BCG, and others and interview invites from almost every firm I applied to. I’ve always embraced opportunities to engage in open, thoughtful conversations. Whether informally or in more structured settings, I take pride in being an attentive listener and offering real perspectives. During my MBA, I had the chance to offer consulting recruiting insights and interview support to masters students at the school for 150+ hours and was consistently rated 5/5 for my ability to share meaningful and practical guidance. I can support with general career chat, CV review, cover letter review, and interview preparation (both fit and case). I can also chat about the MBA. Let's speak!
Public bio:
- Current Senior Associate at Baird
- Graduated with a Masters in Finance from non target school
- Spent ~5 years at Baird in their Industrials team in London, covering Industrial services, test and measurement and automation
- Native in French, fully proficient in English
Public bio:
*3 years in Institutional Equity Sales (US & Cdn Product) at a leading Canadian bank
*4 years in Sell-Side Equity Research (Metals & Mining) at both a leading Canadian bank and a Toronto boutique
*MBA in Investment Management
*Firsthand knowledge of Bay Street recruiting, desk culture, and skill requirements
Public bio:
Strategy & planning expert with significant international experience and background in finance, specialized in supporting delivering transformational projects for corporates and local governments. In my last role I was Strategy & Innovation VP for a local government entity in the Middle East,
Boston Consulting Group Alumni where I was a core member of the Financial Institutions Practice Area and former ambassador at the BCG Henderson Institute in New York City. I joined BCG as an industry hire Senior Associate and left as Project Manager being fast-tracked for promotion.
Prior to joining BCG, I worked for more 5 years as a buy-side financial analyst for Generali Investment Europe, gaining experience of both equity and fixed income markets and I was recognized as one of the best buy-side analysts in Italy in the Extel survey.
Public bio:
Ex-IB (BofA HK) → Public Markets (GIC SG) | Mentor for IB & Public Equity
Hello! I'm a finance professional currently investing in global public equities at GIC in Singapore. I began my career in 2020 as an Investment Banking Analyst at Bank of America in Hong Kong, where I gained deep foundational experience in M&A, capital markets, and financial modeling.
Having successfully navigated the transition from banking to the buy-side, I understand the nuances of both worlds. I'm passionate about mentoring and can provide practical guidance on:
Investment Banking Recruitment: Technicals, networking, and the realities of the analyst role in an Asian market context.
Buy-Side Transition: Preparing for public equity interviews, crafting your story, and case study preparation.
Financial Modeling & Valuation: Building robust, practical models from the ground up.
Career Strategy: Navigating early-career decisions in a dynamic macro environment.
I'm here to offer candid advice and help you build a successful career in finance. Feel free to reach out!
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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