Public bio:
- Vice President at a middle-market private equity fund focused exclusively on consumer buyout and growth investments
- Responsible for all stages of the deal lifecycle, from origination, underwriting and diligence to portfolio management
- Previously at an elite boutique IB as an M&A associate and analyst, and less than a year at a middle-market bank
- Graduated with a BS in Finance and Marketing
Public bio:
- Currently, a Director with software coverage at a financial services company
- He was a Vice President at a leading middle-market investment bank, focused on software and business services transactions
- Previously a law associate at Skadden Arps and before that worked at various startups in Silicon Valley
- BA degree in Political Science, JD law degree
- I'm active in recruiting at my firm with interviewing and screening candidates. I can definitely provide guidance for non-traditional background students trying to break into investment banking (as I was one)
Public bio:
- Current Tech Corp Dev exec focused on M&A, Strategy and Venture Investments
- Previous West Coast-based Technology IB banker at an EB. Extensive coverage and execution of private & public M&A transactions in the internet & digital media, e-commerce, and software industries
- Led recruiting for my EB and conducted dozens of Associate and Analyst interviews
- Broke into the industry as an international with a top-5 MBA
Public bio:
- 4 years of experience working on Wall Street in M&A.
- Actively involved in recruiting for junior investment bankers.
Public bio:
I am currently a Long / Short Equity investor at one of the longest-tenured / top-performing teams at a global US-based hedge fund with $20bn+ AUM. I have also spent time in Private Equity and Investment Banking. I come from a non-traditional background and managed to make my way into finance. I understand how difficult it can be to break into finance and to progress successfully from there. Very happy to help out on career progression, mock interviews (IBD, PE, HF), etc.
Public bio:
- A Private Equity professional in a middle-market firm focusing on special situations and credit opportunities investments; responsible for all stages of a deal lifecycle including origination, underwriting and diligence, and portfolio management
- 2 years in the consumer retail Investment Banking division at bulge bracket bank in NYC
- Bachelor of Science in Finance and Accounting
Public bio:
- Current Founder / Managing Partner at Angel Investment Fund
- Independent Management Consultant for Commercial Due Diligence projects for top-tier growth equity funds
- MBA from INSEAD
- Previous Investment Associate at a growth equity firm that acquires minority positions in private growth-stage technology companies
- Previously spent ~2 years at Goldman Sachs in their Investment Banking Division, primarily working on FinTech and Asset Management M&A and IPO transactions in the Financial Institutions Group (FIG)
- Graduated with a BSE in Biomedical Engineering and BS in Mathematics
- Conversational proficiency in French
Public bio:
- Current Vice President at a growth equity / buyout firm that invests flexibly across the capital stack in highly structured, complex deals
- Previously spent ~2 years at Lazard in their Investment Banking Division, primarily working on Healthcare and 1 year at Moelis working on Media and Technology M&A; also spent 3 years in private equity at Consonance Capital (ex-JPM/CCMP healthcare team)
- Graduated with a BSc in Economics with a concentration in Finance from Wharton
- Have done 80+ interviews for summer analyst, analyst, associate, senior associate, and vice president seats across multiple investment banks and private equity firms - lead recruiting at my current firm
- Have lead mentorship and training at majority of firms I've worked at. Teaching is a passion of mine and I'm really good at helping people ace technical questions and understand finance concepts. Can offer suggestions on training materials / tips to develop mastery.
- Highly passionate about public markets investing - have landed job offers at multiple top hedge funds even though I decided to stay in private equity - can speak knowledgeably about the difference between public and private investing, but am happy to help with stock pitches, investment theses, etc (including sourcing)
- I cover and have covered a broad range of sectors - can speak knowledgably about healthcare (all verticals), technology, business services, and education
Public bio:
- Currently, a Private Equity Associate at Goldman Sachs in NYC focused on equity and credit investing in publicly traded REITs and real estate companies
- Spent two years as an Investment Banking Analyst at Goldman Sachs in a cross-industry coverage group
- Graduated Summa Cum Laude from a non-target school with a BS in Economics and Political Science
Public bio:
- A Senior Vice President and bond trader at an investment management firm where he specializes in high yield, stressed, and distressed credit trading. He works with a team of investment professionals who manage a multibillion-dollar portfolio of bond assets globally.
- Prior, he worked in Leveraged Finance Sales & Trading for Goldman Sachs & Co. where he focused on the structuring, marketing, syndication, and trading of high yield bonds and distressed debt in the global capital markets.
- He is a Value Investor in Residence where he teaches investment principles, theories, and applications to undergraduate students.
- Graduated with a B.B.A. in Finance and 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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