Public bio:
- Senior Analyst at a leading middle market investment bank in a coverage group focused on M&A
- 3+ years of investment banking experience, mainly working with clients in the industrials and business services space
- Actively involved with the on-campus recruiting process by representing my company at networking events, reviewing resumes, and recommending and interviewing candidates
- Broke into investment banking from a non-traditional path
- B.A. in Economics from Boston College
Public bio:
- Investment Banking Associate in the Consumer, Retail, and Healthcare team of a tier 1 Bulge Bracket bank
- Previous experiences in Private Equity and Credit in tier 1 funds
- Bachelor of Business Administration and Management and Master in International Management
Public bio:
- Current private equity vp at a megafund focused on structured debt and equity investments across a variety of industries
- Previously worked at a middle-market private equity fund focused on leveraged buyouts and distressed debt investing
- Started my career in investment banking focused on mergers and acquisitions where I advised Fortune 500 companies in the technology and consumer sectors
Public bio:
- Currently serve as the investment director for an active family office. Manage an active portfolio of 100+ investments while deploying capital into 10+ new deals per year.
- Previously, a Principal with an early-stage venture capital firm where my primary focus was on the cybersecurity industry.
- Prior to VC, spent 5+ years working at venture-backed startups in operations and marketing roles.
- Graduated from Georgetown McDonough School of Business with an MBA.
Public bio:
- Currently, PE investment professional at an alternative investment firm
- M&A Senior Associate in a top-three investment bank in London
- MBA at top European Business School
- Previously Management Consultant
- Bachelor’s in Business Administration and MSc in Accounting
Public bio:
- Investment associate in regional fund covering APAC mid-market private credit investments
- Previously in BB IBD covering industrials in EMEA in the UK and a generalist in UAE
- BA in Economics
Public bio:
- An Associate with a global private equity firm focused exclusively on consumer growth companies
- Spent 2 years in investment banking in the global retail group; led the summer analyst recruitment efforts and evaluate candidacy
- Graduated with Bachelor of Arts, Major in Economics, nontarget
Public bio:
- Investment advisor to a book of about 30 clients with total AUM in excess of USD 700 mio
- Prior to that, worked at family office co-managing discretionary mandates and providing cross-asset advisory services
- Started career focusing on credit markets as Fixed Income Sales Trader providing market making and advisory services to financial institutions
- CFA Charterholder, CAIA Charterholder. Also completed the CFA ESG
- MSc Finance & Management from Cranfield School of Management and BSc from HEC Lausanne
- English, French and Italian
Public bio:
- Current Vice President at PE shop I started at after IB. Went to Booth after 3rd Associate year.
- Went to a non-target university and graduated with a Finance & Risk Management / Insurance double-major
- Networked through non-alumni networks to get IB offer
- Started career at an M&A focused middle-market investment bank; Received two private equity offers
- Recieved Third-Year Associate offer at middle-market private equity group (Healthcare focused)
- Was a Board Member of the Private Equity Association of Chicago and Board Member of a non-profit
- Throughout the journey, have also interviewed candidates / reviewed resumes for my former IBank and current PE Group
Public bio:
- 2nd year VP at middle-market private equity focused on industrial / energy end-markets
- Began career at lower middle-market investment bank before lateraling to bulge bracket (3 years of investment banking experience)
- Attended top-15 US university (non-target), switched from pre-med to finance late in Sophomore year with below average GPA
- Extensive experience guiding other non-target students through recruiting process, including best-practices around building / maintaining a network from scratch, finding summer internships, positioning for full-time recruiting, lateral investment bank recruiting and off-cycle private equity recruiting
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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