WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
341 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Corporate Finance
  • Tech VP with experience across US, London, & Dubai offices
  • Got offers from many bulge-brackets & elite boutiques
  • M&A focused + IPOs & Leverage Finance experience + Tech, O&G, Renewables, Infrastructure
  • Led my team's recruiting (interviewing & case studies) for analysts & interns. I have many rigorous case studies I can test you on
  • Went to a semi-target university - i.e. had to push harder & therefore developed extensive & intelligent networking skills
  • Extensive behavioral & technical interviewing skills having been religious in my preparation as well as having done +100 interviews across all banks
  • I focus on understanding the psychology of selling yourself in general & in an interview - and in my opinion, this supersedes anything else
  • My response to the classical "Tell me about yourself" question was a key driver in all the offers I got; with a memorable interview with a Morgan Stanley MD responding: "I am very impressed by your speech, I don't have any more questions, let's get to the technical part"
  • A friend failed to get any offer from over 10 banks he applied to over 2 seasons - Trained him before an upcoming interview with BAML & got an offer thereafter
  • London
    • Dubai
    • London
    • New York City
  • London
    • Dubai
    • London
    • New York City
Excellent
5
199 Sessions
Member since 2020
Hedge Fund
  • Hedge Funds
  • Consulting
  • 6+ years in public markets experience between single/multi-manager hedge funds
  • Career-changer able to advise on differences between industries and strategies to navigate a career change during business school
  • Has successfully coached WSO mentees to single/multi-manager hedge funds from outside the industry
  • New York City
    • Hong Kong
  • New York City
    • Hong Kong
Excellent
5
187 Sessions
Member since 2021
Investment Banking
  • Asset Management
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Risk Management
  • Over 7-8 years in quantitative research, development, and trading front-office roles, in both the buy-side investment management and sell-side capital markets.
  • Experience as a quantitative researcher at a top asset manager, quantitative analyst at a hedge fund, trader on a derivatives trading desk.
  • Personally interviewed and hired 100's of co-ops, new graduates, and junior members, and understand all aspects of the hiring process.
  • Expertise in quantitative areas of finance - financial theory (portfolio management, investment research, trading), technical (software development, systems design, data engineering), and data science (statistics, ML/AI, analytics).
  • Toronto
    • New York City
  • Toronto
    • New York City
Excellent
5
172 Sessions
Member since 2020
Investment Banking
  • Investment Banking

* Bulge bracket experience at two different banks, serving in both coverage and product roles, with 10+ years of experience
* Experience working in both a West Coast office and the London headquarters
* Undergraduate and Masters degrees in engineering with 5 years work experience pre-investment banking; ultimately, returned to business school with the intent of getting into investment banking at the Associate level
* Actively involved in resume review and analyst, associate and VP interviews throughout my career (have likely reviewed well over 500 resumes and conducted at least 20-30 interviews per year)
* Led campus recruiting, new hire training programs and regularly participated in mentorship programs both within the bank and for students/candidates looking to break into the industry

  • London
    • Los Angeles
  • London
    • Los Angeles
Excellent
5
161 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity

Experience

  • Current: Biotech / Life Sciences Venture Capital (NYC)
  • VP at $5Bn private equity fund (NYC)
  • Sr. Associate Carlyle (London)
  • Associate at London based venture fund (emerging markets)
  • Investment Banking analyst at Credit Suisse (Houston / London)

Sector focus

  • Healthcare/Biotech
  • Business Services, Consumer & Retail

Education

  • Harvard Business School MBA
  • University of Texas at Austin BBA
  • New York City
    • Boston
    • Houston
    • London
    • New York City
  • New York City
    • Boston
    • Houston
    • London
    • New York City
Excellent
5
154 Sessions
Member since 2024
Private Equity
  • Investment Banking
  • Private Equity
  • Sales and Trading
  • Private equity associate based in New York with prior investment banking experience focused on M&A, industrials, and aerospace & defense
  • Former investment banking analyst at a leading independent advisory firm and summer analyst at a global financial institution
  • Finance and economics graduate
  • Experienced in financial analysis, transaction execution, and client advisory work
  • New York City
  • New York City
Excellent
5
133 Sessions
Member since 2020
Private Equity
  • Consulting
  • Private Equity

* Private Equity investor at a large buyout firm focused on Growth and LBO strategies. Europe-based and part of the Global Healthcare team. * Experience in US-based mid-market PE firm. * He was a PE associate in a turnaround firm performing debt-to-equity investments on behalf of syndicated lenders. * He started his career as a Consultant for a Strategy Consulting Firm in the corporate finance and restructuring group. * BS & MSc and an MBA

  • Madrid
    • London
    • New York City
  • Madrid
    • London
    • New York City
Excellent
5
128 Sessions
Member since 2016
Private Equity
  • Investment Banking
  • Private Equity
  • Hedge Fund
  • Corporate Strategy
  • Private Credit

Expertise

  • Investment banking
    • Received IB offers from many bulge bracket banks and boutiques
    • Led Investment Banking college campus recruiting for alma mater - screened hundreds of resumes and conducted interviews for summer analyst and full-time analyst positions
    • Instructor for analyst and associate onboarding training program
    • Significant experience prepping / training and helping both traditional and non-traditional candidates break into Investment Banking
    • Came from non-traditional and non-finance background myself and had to develop significant networking and proactive outreach strategies to break in
  • Private equity
    • Received Associate / VP offers from a range of large cap and middle market private equity firms
    • Experience with both on-cycle and off-cycle recruiting, and navigating the increasingly accelerated recruiting process
    • Significant experience with both Associate (pre-MBA) and VP (post-MBA) recruiting
    • Managed PE Associate and VP recruiting for past 7 years - have screened hundreds of resumes and conducted case study / technical / behavioral interviews
  • Business school
    • Accepted to Harvard Business School and Stanford GSB
    • Experience helping others with planning and preparing for business school applications, including crafting the right story based on your specific professional experience
  • Other
    • Public markets (hedge fund recruiting)
    • Credit (leveraged finance, private credit, and distressed)

Background

  • Investment banking at bulge bracket bank
  • Private equity / growth equity experience at large cap private equity fund ($20 billion AUM)
  • Hedge fund experience at $50 billion+ multi-strategy fund with a flexible mandate (special situations, long/short equity, credit / distressed, activism, and private investments)
  • Private equity / venture capital, and structured / hybrid capital experience at lower middle market fund 
  • New York City
    • Boston
    • San Francisco
  • New York City
    • Boston
    • San Francisco
Excellent
5
92 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Coverage banker (M&A and capital markets) with 12+ years of experience at bulge bracket firms
  • Target undergrad
  • Active participant in banking recruitment process
Excellent
5
88 Sessions
Member since 2017
Private Equity
  • Investment Banking
  • Private Equity
  • University of Chicago Booth School of Business
  • University of Chicago
    • CFA and MBA ‘19 Chicago Booth, worked as a Peer Career Advisor for students interested in IB
    • Previously spent 2.5 years at Credit Suisse in Investment Banking, primarily worked on M&A and IPO transactions. Interned junior year with CS and accepted return offer. Led on-campus recruiting initiatives and served as a mentor to summer analysts in my 2nd year
    • Graduated from the University of Chicago in 2015 with a BA in Economics and BS in Statistics. During college, was actively involved as a TA for Booth Finance professors, and worked with Ph.D students on research topics
    • Grew up in Houston, Texas and worked in New York before coming back to Chicago
    • Enjoys traveling, playing tennis, watching movies, and travel hacking
    • Fluent in English and Mandarin, with conversational proficiency in Spanish
    • Chicago
      • Chicago
      • Houston
      • New York City
    • Chicago
      • Chicago
      • Houston
      • New York City

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