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Wall Street Oasis

WSO Academy Mentor Reveals: How Students Break Into Top Finance Roles

Wall Street Oasis

Wall Street Oasis

Business

4.9 β€’ 534 Ratings

πŸ—“οΈ 7 December 2025

⏱️ 35 minutes

🧾️ Download transcript

Summary

Ever wondered what it really takes to break into investment banking, private equity, or consulting β€” especially if you didn’t come from a target school or finance major? Meet Mohit Shrivastav, one of our featured mentors at WSO Academy, who shares how students can build the right skills, find mentorship, and position themselves for top-tier finance roles β€” no matter their background. From practical recruiting advice to insights from his own experience guiding students through interviews and technical prep, this episode will help you understand the mindset, structure, and support that actually get results. ⏱️ Chapters 00:00 – Introduction: Who Is Mohit Shrivastav? 01:20 – How Mohit Got Started in Finance 03:00 – Early Struggles & Lessons From Breaking In 05:10 – What Inspired Him to Mentor Students 07:25 – The Role of Mentorship in High-Finance Recruiting 09:30 – Common Mistakes Students Make During Recruiting 12:00 – How to Build a Strong Resume Without Experience 14:45 – How to Prepare for Technical Interviews 17:20 – Why Networking Matters More Than You Think 20:10 – How WSO Academy’s Structure Keeps Students Accountable 23:00 – Real Stories: Students Landing Investment Banking Offers 25:40 – The Transformation: From Uncertainty to Confidence 28:15 – Key Skills Every Student Should Build Before Recruiting 30:00 – Mohit’s Advice for International and Non-Target Students 32:00 – The Mindset Behind Long-Term Career Growth 34:00 – Final Thoughts & Message to Future Students πŸ’Ό About WSO Academy WSO Academy helps students from all backgrounds break into Investment Banking, Private Equity, Hedge Funds, Consulting, and Corporate Finance through: βœ… 30+ Financial Modeling & Valuation Courses βœ… 1,800+ Mentors From 700+ Firms βœ… 40+ Live Bootcamps Per Year βœ… Mock Interviews, Networking Tools & Behavioral Prep βœ… 88% Placement Success Rate Within 180 Days

Transcript

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0:00.0

It was so difficult and I still remember those days in Mong and Stanley where basically our head came in and I could see that she has a step.

0:06.7

But he said that you give me three years and I'll make you an investor.

0:09.9

Since this is a featured mentor podcast, like what types of students do you like mentoring?

0:13.7

I think, of course, thanks so much for taking the time to join us today.

0:29.1

Really appreciate that. Thank you, Patrick.

0:31.1

Yes, it would be awesome if you could kind of give the listeners a short summary bio where you're

0:35.0

from and just kind of just quick high level kind of where you've

0:38.0

been yeah sure so i have a background in economics and statics and uh and i started my undergrad in

0:44.3

india so basically my sort of first few years were in india and i started working for a corn shop

0:50.5

and then basically i moved to long stan Stanley. I think my initially years were like

0:54.3

doing a lot of econ metrics modeling and and quite early I realized like there's so less

0:59.0

predictability of those models. So I didn't want to basically spend more time which

1:03.5

doesn't have much value to it as far as the predictability aspect of that goes. Yeah. Yeah. So I

1:08.3

moved I gradually kept moving to the equity side. I first

1:12.4

was initially in the quantitative equity, which is still part of Morgan Stanley Equity Research.

1:16.6

That was my first experience with equity research. And then I did my master's in University

1:22.0

of Cambridge, which is like a natural progression if you want to work outside India. And after

1:26.7

that, I went to Fidelity and I spent almost a decade over there and I think that's where I basically

1:33.3

serve me I would say I transitioned to an analyst and an investor yeah yeah now I'm in

1:40.2

Denmark's I was there I was there for eight nine years in Tokyo and then I have to move to Europe slash Denmark because of my partner. So yeah, just strapped my back. So just move to Denmark. Yeah, just super interesting. I'm happy we have you on here because I'll probably learn a lot because this is very different from my background. My background was, you know, investment banking, private equity in the states. And so I'm sure you're going to be able to give us and give the listeners kind of some interesting tidbits. So I'd love to start back kind of in uni when you were at school. Did you know kind of finance was, were you like a finance major? Did you know that's kind of what the direction you wanted to go in or were you more like a math computer science

2:17.5

and quant always kind of thing no actually i was yeah sorry actually i was all over the place

2:23.8

like i always had this sort of year and to learn more and figure it out and try to understand

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