Public bio:
- Currently private equity senior associate investing across consumer, healthcare, financial services in Asia (buyout and growth)
- Previously ran Pre-MBA recruiting for a large global private equity firm, recruiting both from US universities as well as investment banking programs
- Earlier was an investment banking analyst with Morgan Stanley in New York
- Led his school's summer analyst / analyst recruiting program while at Morgan Stanley
- Graduated with degrees in history and economics
Public bio:
- COO and Co-founder of LoansIntel, a group of ex-LevFin professionals supporting CLOs, Hedge Funds, and Asset Managers. Raised ~$1.5 to 2.5mm in seed capital in 2022 and have 4 of the top ten loan managers as clients.
- Previously spent 4 years with J.P. Morgan. The last two years were spent as a Leveraged Finance analyst in the Investment Bank, working primarily on LBOs and Acquisition Financing for the General Industries team (Healthcare, Consumer Staples, Industrials, Auto, and more sectors).
- Graduated Summa Cum Laude from Fordham University in 2015 with a BA in Finance and a minor in Computer Science.
- Played Division 1 tennis all 4 years and co-captain senior year.
Public bio:
- Current equity research analyst performing rigorous, in-depth fundamental research and analysis of US small, mid, and micro-cap equities for Wampanoag Capital, a long/short event-driven special situations hedge fund focused on levered equities and distressed debt with catalyst-driven events across the capital structure
- Over five years of experience on the buy-side as an equity research investment professional, currently as an Equity Research Analyst at Wampanoag Capital, a long/short event-driven special situations hedge fund following his role as a Junior Equity Research Analyst with generalist coverage focusing on the TMT, Consumer, Industrials, Healthcare, and Financials sectors across the small, smid, mid and large cap universes for the Institutional Equity Investment Team at GW&K Investment Management (Affiliated Managers Group subsidiary)
- As a Junior Equity Research Analyst at GW&K Investment Management (an active investment manager subsidiary under the AMG Funds umbrella), he researched the US small, smid, mid, and large-cap equity universes for two separate investment teams.
- Prior to joining GW&K, he worked at the Boston Company Asset Management (an active equity-only institutional asset manager now the equity division of Newton Asset Management at BNY Mellon), a wholly-owned subsidiary and division of BNY Mellon Asset Management (a top 5 global asset manager by AUM), where he sharpened his analytical skills and investment knowledge as a Product Development Manager.
- He began his career as a Portfolio Analyst, then was promoted to Senior Team Leader, and finished at the Boston Company as a Product Development Manager, where he was instrumental in developing the company's first options-based investment product, an S&P 500 buy-write active equity investment strategy.
- Graduated with a BA in Economics from Cornell University and a Certificate in Python Programming from the College of Computing and Information Science
- He has been a CFA Charterholder since 2014, passing all three levels of the CFA Program under the minimum amount of work experience required to earn the CFA designation.
- A member of the CFA Institute, CFA Society Boston, and the Young Leaders Committee at the CFA Society Boston
- In addition, he earned both the CMT (2017) and CAIA (2014) designations while studying for both concurrently during his participation in the CFA Program, passing each level on his first attempt in consecutive exam offerings.
- He is a CAIA and CMT Charterholder and a member of the CAIA Association and CMT Association (formerly known as the MTA)
Public bio:
- Abbas is a multi-award-winning VC investor, financier and serial entrepreneur who previously worked in asset management at BlackRock, Goldman Sachs and in growth PE. He previously interned at Deutsche Bank IBD, Bank of America equity research, BCG, Monitor Deloitte and Trafigura, amongst others. Abbas co-founded both the Oxford Accelerator and a $100 million early-stage VC fund and is currently raising a second fund. He founded his first company at 16 and interned every holiday during his university studies at Oxford.
- He has been recognised as a Forbes 30 Under 30 Standout for Finance, as a Maserati 100, as one of the Great British Entrepreneur Awards Entrepreneurs' Champions of the Year, and as one of startups.co.uk’s Young Entrepreneurs of the Year and Business Growth Enablers of the Year, to name just a few amongst many other awards.
- Abbas has been appointed as a United Nations Alliance of Civilizations Fellow, focussing on youth entrepreneurship and empowerment in MENA, and as a World Economic Forum Global Shaper. He was recognised and selected by the Deputy Prime Minister of the UAE, Sheikh Mansour bin Zayed Al Nahyan, as an Arab Youth Pioneer. He advises the UK Government as a co-founding Advisory Board Member of the All Party Parliamentary Group (APPG) for the Metaverse and Web 3.0. He is also one of the youngest fellows at the Royal Society of Arts, Manufactures and Commerce – FRSA.
- Abbas is a graduate of and academic scholar both at Westminster School and Oxford University and a VC Fellow at London Business School’s Newton Venture Program. He is Chairman of the illustrious Oxford Guild, which he has built into the largest university society in the world and where he has hosted a wide range of high profile guests from multiple major CEOs, Founders and Nobel Prize winners, to the likes of Kanye West, Woody Harrelson and many more, as well as leading a network of top societies from the 40 of the world's leading universities across the Ivy League, Russell Group and more.
- He is passionate about mentoring and supporting the next generation of young talents. He has extensive experience over the past 10 years in successfully helping over 1500 students with CVs, Cover Letters, Application and Interview Prep, Elite US, UK and European University and School Admissions and Scholarships (including undergraduate and MBA), profile building and essays/personal statements, as well as working with experienced hires and those looking for career change support etc. He has worked alongside several high-profile Career Coaches/Educational Consultants. Abbas regularly judges leading start-up competitions such as MIT Innovators Under 35 and speaks at top universities and conferences globally such as the Forbes 30 Under 30 Summit, Milken Institute MENA Summit, and many more.
Public bio:
- Currently runs a sell side brokerage as the head trader
- Previously spent 9 years as a trader for a macro-focused, multi-strategy hedge fund.
- Worked as a product management associate on the fixed income alternatives team at GS.
Public bio:
- International experience in corporate finance and investment banking
- Expertise includes restructuring, financing, mergers and acquisitions, leveraged finance, and debt advisory
- Bachelor of Commerce, Major in Finance and MSc in International Business
Public bio:
- BSc Engineering and MSc Finance
- 4 years IBD in IBD Financial Institutions Group of a European IB in London (Analyst to Associate)
- 3 years PE and Private Credit at a US fund in London (Associate to VP)
- Currently Director Special Situations at a large US fund in London
Public bio:
- Currently a Principal at an opportunistic credit hedge fund investing in corporate credit special situations.
- Previously spent 3 years at Goldman Sachs in Leveraged Finance working across industries including Industrials, Technology, Media, Telecom, and Business Services.
- Graduated from Tulane University in 2014 with a BSM in Finance.
Public bio:
- Currently primarily work in public markets at a single manager fund, with deep knowledge of long only and long/short strategies
- Previously made it into MBB consulting firm from non-target college
- Career changer with a background in consulting and banking, and a top 3 MBA. Made successful switch to a HF with a non-traditional background
- Successfully mentored ~50 undergrad, MBA, and current consulting and finance professionals over the last 10 years, typically helping 5 mentees per year
Public bio:
- Currently, a Private Equity VP investing in TMT and healthcare sectors on global basis (mainly China and US)
- Previously in IBD with a US bulge bracket investment bank in Hong Kong (Analyst to Associate)
- Interned in IBD, Private Equity, Sales & Trading and Corporate Banking during college
- Graduated with a BA in Economics
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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