Mentorship

Shape Your Future: Yours and Theirs

Become a Mentor, Mentee or Both

Our Mentorship Program connects early‑and-mid‑career finance professionals with experienced leaders for a year of guided growth, career clarity, and meaningful professional relationships.

Whether you’re looking to accelerate your career or give back to the next generation, this program offers a structured, high‑impact experience for all participants.

Why Join

All mentors and mentees receive:

• Monthly Mastermind conversations
• Quarterly check‑ins with the Career Development Committee
• Quarterly workshops and panels
• Access to an exclusive LinkedIn community

For Mentors

Who Should Apply

Professionals with 5+ years of finance or investment experience who want to:

• Develop leadership and coaching skills
• Support emerging professionals
• Expand their network
• Give back to the finance community

Benefits

• Strengthen leadership and communication skills
• Gain fresh insights from rising talent
• Build meaningful professional relationships
• Receive all FY27 participant benefits

Commitment

• Complete mentor profile by June 12
• Attend kickoff, graduation, and program events
• Hold regular mentoring sessions for 12 months
• Support mentees with goal‑setting and accountability
• Participate in quarterly check‑ins and surveys

For Mentees

Who Should Apply

Members with 1+ year of post‑college finance experience—ideally having passed CFA Level I—who want to:

• Learn from seasoned professionals
• Clarify career goals and build confidence
• Navigate transitions or advancement
• Strengthen their professional network

Benefits

• Personalized guidance and perspective
• Support through career decisions and skill development
• Expanded network across the Society
• Access to all FY27 participant benefits

Commitment

• Submit application by June 12
• Review mentor profiles and submit preferences June 17–25
• Attend kickoff and program events
• Schedule and prepare for regular mentoring sessions
• Participate in quarterly check‑ins and surveys

How Matching Works

1. Apply as a mentor, mentee, or both by June 12.
2. Mentor profiles are compiled into a directory for mentees.
3. Mentees review profiles and submit three preferred mentors.
4. The Career Development Committee finalizes matches based on:
   • Mentee goals and preferences
   • Professional background
   • Communication fit
   • Mentor capacity
5. Mentors may be matched with up to three mentees.
6. Not all applicants are guaranteed a match; unmatched mentors join a reserve pool.
7. Matches are announced before or during the July 10 virtual kickoff.

Questions regarding the Mentoring Program? Please contact us @ [email protected].