Public bio:
- Recent MBA grad and currently Founder of Food and Beverage startup in NYC
- Previously spent 3 years at a Sustainable Agriculture Private Equity firm, 2 years in Investment Banking (Energy), and recently interned at an Impact Venture Capital fund
- Experience in Food and Bev / CPG / Agriculture, IB, PE, VC, and entrepreneurship
- Graduated with a BBA in Finance
Public bio:
- Associate at The Carlyle Group in real estate private equity with a Master's in Real Estate Finance from New York University.
- Currently he is primarily responsible for asset management of a portfolio of multifamily, student housing, self-storage, retail, and active-adult assets across the United States.
- Past Adjunct Instructor at New York University for class titled "Real Estate Valuation & Feasibility Analysis" which focused on valuations concepts from a private equity perspective.
- Prior to Carlyle, he was an Analyst at JLL where he spent time on both the Hotel Investment Banking team, helping source debt and equity for potential acquisitions / refinances, and the hotel advisory team. He helped potential developers underwrite prospective hotel developments / mixed-use projects. Began his career in real estate acquisitions at Starwood, where he focused on underwriting potential hotel acquisitions and dispositions.
- Has interviewed many aspiring commercial real estate professionals interested in real estate private equity, commercial brokerage, real estate development, or advisory. Has mentored dozens of students and aspiring real estate professionals looking to break into the field as analysts or interns.
Public bio:
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
Public bio:
- Currently a Junior Trader at a large and well-known cryptocurrency market maker, specializing in crypto options with over a year and a half of crypto-native experience
- Finished recruiting season with multiple offers for trading, and has screened resumes of prior interns and full-time graduate candidates for roles in S&T and Prop Trading
- Broke into the field through a very non-traditional path with a weaker GPA and unique background, and has experience explaining a non-traditional path to interviewers
- Grew two student organizations to over 350 students each which have now received over $10,000 in sponsorships from leading trading and cryptocurrency firms
- Heavy interest in cryptocurrency/blockchain oriented roles with specific knowledge of the crypto options landscape and market structure
Public bio:
- 1st year private equity associate at a lower middle market fund covering industrial companies with prior experience in M&A investment banking at a bank that is not known for having PE exits.
- I found a way into the industry despite not having perfect qualifications by effectively communicating the projects I had worked on and my roles in each, thoroughly preparing for interviews, reaching out to mentors, and having the right mindset.
- I would be happy to pass on my learnings to help you achieve your professional goals whether that be setting yourself up for success in university, discussing finance careers, finding your first internship or investment banking position, and preparing for PE interviews.
Public bio:
- Currently an investment banking associate in the Technology group at Jefferies
- Graduated with a bachelor of science, target university
- Experience mentoring professionals both within and outside of investment banking
Public bio:
Public bio:
Public bio:
CEO and Founder of Xen Culture Solutions.
The Xen of Wall Street, he brings 20+ years of experience in Investment Banking at the likes of JP Morgan, Morgan Stanley, Goldman Sachs and has been privileged to have held multiple leadership roles primarily tasked with turning underperforming teams around through nontraditional Zen based leadership practices.
He has always had a passion for elevating others to be the best version of themselves and is on a mission to bring cultural transformation to Wall Street so that organizations and individuals can realize their potential in this age of the Great Resignation and Quiet Quitting.
He has multiple leadership credentials from Cornell University, a business degree from the School of Management at Boston University and on the ground practical experience in the finance industry.
Given his experience in the Business as well as in Human Resources, he can provide insights on how to give oneself the best chance to get hired when pursuing opportunities and how to progress within the organization with higher pay and promotions.
It's a roadmap and blueprint that he has direct knowledge about and that he wants to share with others who are in the pursuit of furthering their careers.
He is also one of the co-founders of the Homaira Rahman Foundation which centers around providing opportunities for orphaned children an education in Afghanistan.
Public bio:
1st-year private equity associate at Stone Point Capital with previous experience working in Investment Banking at Barclays in the Coverage Technology group. Before then, I worked in corporate strategy for a Private Equity backed Education Technology company focusing on M&A and strategic initiatives at the company. I majored in Economics at Brown University with a 4.0 GPA, where I was 1st team All-Ivy and an Academic All-American on the tennis team.
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?