Public bio:
- Currently, Head of Execution and Vice President at Ion Pacific, a merchant bank and asset manager based Hong Kong that invests in the technology sector globally
- Previously worked as an Associate in the Power, Energy, and Infrastructure Investment Banking group at Lazard in New York where he completed numerous M&A transactions and advised corporate clients on a range of financial and strategic issues.
- Holds an MBA from Harvard Business School
Public bio:
- Currently an investment professional at a European Healthcare private equity fund focusing on buyout transactions. Areas of focus include healthcare services, digital health and medtech sub sectors.
- Previously spent 3 years at Jefferies in the Healthcare investment banking team in London (Analyst to Associate), primarily working on M&A and IPO transactions. Interned at Jefferies in the final year of University, with return offers from both Healthcare and ECM teams.
- Other internship experience with a real estate private equity fund and generalist hedge fund based in Singapore
- Graduated from University College London in 2017 with a BSc in Information Management for Business (1:1 grade). Led the Business Society as President and founded the University's first ever student run consultancy.
- Grew up in Singapore and is currently based in London, United Kingdom
Public bio:
- Currently an Associate at an Investment Bank based in Singapore, with a deep regional focus in the Southeast Asia region
- Started career as an Investment Banking Analyst (after an Investment Banking Summer Analyst stint) in the generalist corporate finance team and led recruiting efforts from her university
- Extensive experience in mergers and acquisition (M&A) advisory, equity and debt capital market deals
- Holds a BBA in Finance
Public bio:
- 13 years in banking and private equity and credit
- He is currently a Senior Vice President for a firm that provides credit solutions for growth and middle-market companies
- Previously, he was Vice President at two private equity firms
- Prior, he was an Associate at Atlantic Street Capital and Jefferies & Company
- MBA and B.S. in Finance / Accounting
Public bio:
Hi! By means of introduction, my name is Andy and I am a financial restructuring analyst . I am looking to help current undergraduates with intern recruiting, college seniors with full time recruiting, and current analysts looking to lateral to another bank. Through my experiences at I want to contribute to the great work that WSO has done to give back to the community.
I primarily specialize in intern / lateral recruiting for undergraduates / current analysts and am looking for anyone interested in crafting their story for behavioral questions and looking for more nuanced technical prep for either / both M&A and restructuring.
Public bio:
- Currently an MBA student at HBS/Stanford GSB
- Previously worked for 2-3 years as a private equity associate focusing on TMT investments
- Spent 2-3 years as an investment banking analyst in GS TMT/MS Menlo
- Graduated with a liberal arts degree
- Link to Q&A
Public bio:
- Vice President (female) in private equity
- Focused on European mid-market private equity opportunities across a range of sectors, particularly software, IT services, healthcare and business services
- Extensive experience in sourcing, execution and portfolio management; completed four deals in the last year, and currently managing two portfolio companies
- Also leading our private equity team recruitment efforts, with responsibility for identifying candidates, screening CVs and conducting interviews. Conducted over 200 candidate interviews, modeling tests and case study interviews to date
- Previously worked as an investment banker at a sector coverage team in a Tier-1 bank in London
- Holding a first-class bachelor's degree in Finance from a non-target UK university
Public bio:
- Incoming MBA student at Kellogg School of Management, Northwestern University
- 5 years of work experience, most recently as an Associate Director covering European and US High Yield and Leveraged Loans investments at an asset management firm based in London. Member of various diversity, women's network and recruiting initiatives within the industry through establishing mentorship and volunteer speaker programs. Prior to London, spent two years with the firm in the US as part of the Junior Analyst program in the High Yield team conducting due diligence on new deals, analyzing credits and monitoring reporting on investments. Offered a transfer to the London office to support the European High Yield team. Led on campus recruiting initiatives, served as a mentor, and developed a training program for incoming junior analysts.
- Graduated with a Master's in Management Studies. Prior to this, graduated with First Class Honors with a Bachelor's in Business Administration, Finance.
- Originally from California but studied and worked across three countries i.e India, US and UK and accustomed to international markets. Fluent in English, Hindi, basic French. On path to becoming a certified Yoga Teacher.
Public bio:
- US State University, BSc in Finance
- Corporate Development, FAANG Company, Consumer Internet coverage
- Investment Banking, Leading Bulge Bracket Investment Bank, Healthcare and consumer retail coverage groups
- Investment Banking, Leading Bulge Bracket Investment Bank, Real estate and lodging coverage groups
Public bio:
Experienced finance professional with 10+ years of experience in Private Credit / Direct Lending and Investment Banking. Experience at all levels of seniority in Private Credit (Associate, Sr. Associate, VP and Principal) with a focus on underwriting. Previously led associate recruiting efforts for a private credit platform.
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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