WSO Testimonials

Super helpful in illustrating how a recruiting profile differs from establishing your own brand

Explain very well the main concepts about excel, what is essencial for financial modeling

Good site, need to support people who contribute meaningful content

Overall being very helpful along my career from a non-target student, BB IBD internship, BB IBD FT and now a HF analyst.

Area of improvement: 1/ geographic diversity (EU and APAC); 2/ already pretty successful in BB IBD intern/FT space, but still alot process can be done in the HF, esp elite HF space.

I have been using WSO over the years to learn about which topics to study for the interviews; I've learned a lot about specifics of interviews in the companies I applied to, and this website has helped me a lot to shape by career journey. It is a one-of-a-kind resource which is completely invaluable if you want to work in finance, especially if you are just getting started.

Responsiveness of the mentor, flexibility and conversational adaptability (didn’t feel like a scripted/automated exchange at all). Accounted for nuances specific to my situation and provided valuable feedback:)

This is a great course for those looking to level up their Excel game. It will take you through the mechanics of actually using Excel and make sure you never use the mouse ever again. Then you'll go through common (and not so common) functions, and how these functions can be used together to reach unexpected results - very much like you would in programming.

The course is well laid out, content is easy to find if you ever need to review, and the module "exam" files are a great reference. The downloadable reference at the beginning of the course is also a great source to keep around.

I didn’t know much about private credit before this, but now I can walk through a deal lifecycle and explain term sheets in interviews without blanking. The mock investment memo was super helpful too.

Informative and well organized

What worked well for me was the step-by-step approach. The material builds logically, so even when the topics get more detailed, it’s clear why each part matters.

Significantly increased my application hit rate!

This mentor was immensely helpful and provided a thoughtful overview of the investment management research and recruiting process. We discussed the nuances of valuation in his sector coverage and the overall approach that he took towards diligence. In addition, he boiled down the investment thesis writeup into a very clear and actionable set of steps.

I appreciate his articulate and patient communication and would consult with him again in the future.