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:
- Current Investment Associate at a growth equity firm (~$6B AUM) that acquires minority and majority positions in private software and tech-enabled businesses
- Previously spent ~1 year at a late stage venture platform (~$1.5B AUM) focused on international technology platforms across the e-commerce, digital media and software sectors
- Before that spent ~3 years at Barclays in their technology investment banking team focused on software M&A and capital markets transactions
- Significant buyside experience in both execution, sourcing and portfolio support
- Significant sell-side experience in M&A, public and private capital markets (i.e. IPOs and follow-ons, private capital raises, venture financing, leveraged lending, high yield and investment grade credit, etc.)
Public bio:
- M&A and Restructuring Analyst at Moelis
- Industry experience in consumer/retail, business services, media and entertainment
- Past internships in growth equity and private equity
- Active interviewer and participant in intern and campus recruiting
- Passion for mentorship and furthering education - currently serve at my firm's recruiting & retention committee; mentor at two non-profits; former teaching assistant
Public bio:
- Experienced Strategist, ML engineer, Data Scientist and Quant Developer
- Experience in sell-side front office, mid-office, research and startups in both the UK and Canada
- An interesting career arc from science to mathematics to financial markets
- PhD and MSc in Applied Maths
- BSc in Maths and Physics
Public bio:
- Currently work for a top NYC-based U.S. Bulge Bracket Bank in their Real Estate, Gaming, Lodging, & Leisure Investment Banking Group
- Experienced in real estate private equity (REPE) recruitment - offer received from a top fund (Blackstone/Starwood/KKR)
- Past mentees have landed offers at Blackstone (Asset Management Analyst), Deutsche/BofA (Real Estate IB Analyst), Hines (Acquisitions & Development Analyst), SMBC/Wells Fargo (Real Estate Credit Analyst)
- Knowledgeable in investment banking/real estate private equity recruitment strategy including internal transfers, lateral recruiting, and campus recruiting
- Work experience spans real estate investment, real estate development, real estate lending, M&A, and capital raising
- Strong understanding of the hotel, industrial, retail, office, gaming, residential, and specialty real estate asset classes as well as publicly traded real estate focused companies, REITS, and lodging/leisure operators
- Currently serving as an Intelligence Officer in the U.S. Army Reserve
- Graduated from a top college with honors earning a dual major in Economics and Engineering
- All fees collected from this mentor will be donated to an authorized 501(c)(3) non-profit
Public bio:
- Graduated at West Point
- He served in a variety of positions domestically and overseas for about five and a half years
- After completing his military service, he decided to pursue an MBA
- Interned as a Summer Associate with Goldman Sachs in their technology, media and telecom group and returned as a full-time associate
Public bio:
- Investment Banking Associate at the healthcare and tech coverage teams
- Summer analyst for a consulting firm that evaluated growth strategies and assessed market opportunities
- BA in Economics
Public bio:
- 8+ years at the top global investment bank
- Primary expertise is healthcare investment banking in Europe, incl. large pharma, specialty pharma, biotechnology, life sciences, medical technology, healthcare IT and healthcare services
- Prior experience includes oil & gas investment research and audit & advisory at a Big 4 firm in natural resources
- In the process of transitioning to a senior healthcare venture capital role in Europe
Public bio:
- She is an Investment Associate at Antin Infrastructure Partners’ New York office, responsible for all aspects of Antin’s North American investment activities from deal sourcing, and execution to portfolio management.
- Prior to joining Antin, she spent two years as an Investment Associate at Blackstone’s Private Equity team in New York, which she dedicated to energy and power investments.
- She started her career at Credit Suisse’s Houston Energy Investment Banking Division.
Public bio:
- Currently a Finance Director at Fortune 50 company
- Previously Director of Strategy & Corporate Development at Fortune 50 company
- Served as Career Coaching Consultant for investment banking and corporate finance at top MBA program
- Prior to getting an MBA, worked as a Private Equity Associate at a top middle-market private equity firm in the consumer space
- Started career working as an analyst at Jefferies for two years with experience in consumer and retail investment banking
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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