Public bio:
- Graduated with a degree in Economics/Finance
- First internship was at Merril Lynch in their asset management division in my freshman year and later moved into global transactions banking at Deutsche Bank
- On his junior year, he was, fortunately, able to parlay the above internships into an Investment Banking offer at Citi for his junior summer where he also received a full-time return offer
- He spent a year and eight months working in the Industrials group and ranked top bucket (top 10% of entire analyst class)
- Presently, he has an offer to Providence Equity Growth starting Summer 2020
Public bio:
- Top-ranked Investment Banking & Equity Research VP with 15+ years of experience. Currently, a Senior Manager in Business Development at one of the FANGs
- Have worked on the buy-side & sell-side, at bulge brackets & boutiques, covered multiple sectors (TMT, Retail etc.)
- Been on the hiring committee for Intern, Analyst, Associate & VP recruitment; and have insights into how hiring decisions are made
- Mentored 500+ professionals & helped them secure jobs in Banking, Research, Sales & Trading, Hedge Funds & Strategic Finance / FP&A over the last 15 years, through resume & cover letter reviews, mock interviews, and career coaching
Public bio:
- Current Portfolio Manager at one of the largest hedge funds in the world.
- Over 8 years of energy trading experience in banks and energy companies.
- Expertise in volatility strategies and energy space.
- Master degree from MIT and an undergraduate degree from NYU Stern
Public bio:
- Currently a Senior Associate at a large-cap private equity firm investing in the financial services, healthcare and technology sectors.
- Previously worked at a BB bank in its Financial Institutions Investment Banking group for 2 years.
- Graduated with a B.S. in Applied Mathematics and Economics from a non-target school and played 4 years of collegiate football.
- Have interviewed dozens of candidates for both investment banking and private equity roles, and review resumes and provides mentorship services to undergrads and recent grads.
Public bio:
- Corporate finance and M&A investment banking professional with broad industry experience and a history of achievement in finance and strategy roles.
- Most recent experience includes leadership roles in the Finance and Operations departments of two former banking clients.
- Strong business knowledge developed through Wall Street positions and hands-on corporate experience.
- MBA and a Management degree
- Expertise includes: Analyzing company financial performance, creating budgets and financial projections, analyzing market and competitive trends, and implementing financial strategies and business processes
Public bio:
- Currently, a member of an investment team managing a fund dedicated to non-control growth equity transactions
- Previously spent ~4 years as an investment banking analyst as an industry generalist focusing on buy-side, sell-side, restructuring, and M&A transactions
- He organized syndicates and sourced investment opportunities for various family offices
- Bachelor of Science, Finance from non-target
Public bio:
- Private Equity Vice President in a global asset manager with $80bn private markets AUM investing across primaries, secondaries, and co-investments
- Previously spent 2 years at a MM in Investment Banking M&A in London
- Non-target school, BSc Business Management
Public bio:
- An Investment Manager at a mid-market (MM) private equity firm based in London looking at both UK and non-UK, taking a sector-agnostic approach (TMT, Business Services, Consumer, Industrials)
- Previously spent over 2 years at an Elite Boutique in London (Analyst to Associate), primarily working on M&A and IPO transactions (TMT, Business Services, Infrastructure)
- Prior to IB, spent 3 years completing his accountancy qualification at a Big 4 Transaction Services team providing corporate finance advice (valuations) in TMT and Consumer
- Has reviewed over 100 CVs / resumes, interviewed multiple candidates for finance roles and already helped dozens of junior finance professionals advance in their careers or negotiate their employment contracts
- Graduated with a BSc in Economics, actively involved in on-campus recruiting initiatives and served as a mentor to younger undergraduates
- Internships spanned finance, law, and consulting (MBB)
Public bio:
- Corporate Development and Strategy Manager at the largest cybersecurity company in the world.
- Experience in US based aerospace & defense/public sector strategic consulting
- Experience in VC investing through corporate strategic investments and angel investing
- Previously worked in corporate strategy at the world's largest aerospace company
- Has a BS in engineering and an MBA from a top 20 program
Public bio:
- Current Role: Distressed credit, event-driven equities, and special situations investment analyst with experience in in/out-of-court restructuring and litigations. Generalist
- Previous Role: Investment banking analyst-to-associate promote; recruiting captain for Columbia/NYU. Generalist
- Credentials: CFA Charterholder
- Bachelor of Science, Finance, International 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.
or Want to Sign up with your social account?