I have coached many people like you in their careers. I can help you:
- Figure out what is it that you want to do professionally. How to choose your career and how to get there.
- Break into finance (IB / PE) - I have several real-life technical and fit questions. Proprietary modelling exercises also provided
- Understand what are your career goals and design a broader strategy to help you get there
I have been coaching & mentoring for 10 years already. I focus on providing training for breaking into finance (bulge-bracket IB & PE), and I have increasingly coached more young professionals and students in their careers from a holistic perspective to identify the right career path for them to be successful, both personally and professionally. I have coached a diverse range of people, from high school students to professionals with 6+ years of experience. Unemployed to top-PE professionals. US nationals, minorities, Europeans, Asians, first-generations...
I managed to join Barclays Investment Banking in London coming from a public, non-target university. Since then, I have helped many other students break into finance from a diverse set of backgrounds (non-target, minorities...). Later, I joined Pamplona Capital (a PE fund with $15bn of AUM) as the person responsible for Spain & Portugal (also received offers from other top-tier PE funds) - to find out that my true call was in entrepreneurship. As I always do, I have used my PE experience to help others get jobs at other top PEs and infra funds in both London and NY.
I have conducted 150+ job interviews & extended various offers (both in IB and PE) - so I know very well both sides of the table. I am part of the Fulbright admissions committee and also do admission interviews for Kellogg School of Management.
Now I am managing my own search fund - after securing initial capital from a group of 14 investors, and I am in the process of acquiring an SME to manage.
My Bios:
- Currently Search Fund Managing Partner at Surca Capital
- 5 years of BB IBD experience: 3 in London (Industrials Team), 2 in Madrid (Iberia Coverage)
- Former Senior Associate at International PE (+$10bn AUM). EMEA Coverage
- MBA at Kellogg School of Management (Northwestern University)
- Areas of expertise: Diversified industrials (logistics, transportation, automotive, capital goods, industry 4.0). Infrastructure (renewable portfolios, airports), tech (health tech, industry tech and fintech)
- Excellent modelling skills, LBO analysis, Levfin and ECM
- 9 years of experience mentoring selected students interested in finance
Reviews for this mentor
Working with my mentor has been a game-changer for me. Before, I found private equity negotiations confusing, but they made everything clear and straightforward. Their real-world examples made tough concepts easy to understand. I've learned so much from their patience and expertise. Thanks to him, I'm now more confident in my skills. I can't recommend him enough!
I had a great experience with my mentor. A great professional with several years of experience on the buy side in both Europe and the US. I had a specific request to prepare for a phone call with a CEO of a company that is operated by a PE firm I eventually would have an interview with. I had a video chat with the mentor the very next day after I made a request for help. The mentor provided me with valuable advice, identified the end goal of this particular call and gave a few good questions to ask and most importantly advised on what probably not to ask in order to keep my call compact and to the point. I am looking to keep working with him again for the actual interview preparation and career advice. I look forward to it.
He helped refine my stories, provided valuable feedback for my responses, and taught me a new approach to answering technical questions that bankers want to hear. First, he helped me pick out the most relevant stories to banking. Then he went above and beyond with the sessions and gave insightful feedback for each of my responses. Not only did he consider the response's content, but he also provided feedback for intangible aspects that I would have missed. Finally, for technicals, he taught me how to provide level 2 and level 3 answers and structured them in a way that would impress the bankers and differentiate me from other candidates.
I highly recommend anyone interested in IB opportunities seriously consider chatting with him. It is well worth the time and effort! Thank you for all the help thus far, and I look forward to our next meeting.
Super nice mock interview partner. Definitely worth the investment. He is very responsible, thoughtful and nice and know how to bring out the best of you. Also he is very technical. He has tested me on multiple really good technical questions when I thought I've already prepared well enough. Will definitely come back again.
I am very happy with how the resume turned out. He asked the right questions and was able to craft a more concise story for my target industry. In addition, he provided interview pointers and provided resources to keep up with industry trends.
Overall very happy with WSO and my reviewer's work, and would not hesitate to recommend to colleagues.
The review was great! I didn't even expect it to be so helpful. Using the new CV Version, I have got several invitations for an interview right away. The progress was slowed down because the companies put the positions on hold. But I stay very optimistic that I'll get the job I want.
Thanks a lot again.
He was super helpful in our sessions. Besides the areas/questions I wanted to focus on, he went above and beyond and prepared me for what he thought was important too. He was also quick in identifying what was missing in my prep and pushed me to think from buy-side perspectives. Above all, he was super nice, encouraging and easy to talk to.
Join WSO as Mentor
Why Anonymous?
Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.
How It Works
All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.
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?
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