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Corporate Development
Finance Resume Review
Financial Modelling Coaching
Investment Banking
Investor Relations
Private Equity
Venture Capital

Josh Jia is the founder of Finance Interview Coach, the world’s #1 interview coaching service for students and professionals in investment banking, private equity, corporate development, corporate / commercial banking, equity research / hedge funds, and venture capital.

He is the author of the 350 Questions guide and has taught IB lectures at Princeton, Wharton, UCLA, Queen’s University, Ivey, Rotman, Schulich, Waterloo, and Laurier. Josh has coached clients all over the world, including the US, Canada, the UK, France, Spain, Italy, the Netherlands, Luxembourg, China, Hong Kong, Singapore, Japan, India, Australia, Yemen, Saudi Arabia, UAE, Nigeria, Tanzania, and Kenya. Through his efforts, he has placed 100+ candidates in finance roles.

Josh has always been passionate about teaching and helping aspiring investment banking and private equity professionals achieve their dreams. His passion for finance began in high school at the end of 2007, where he heard a tip on a podcast to short homebuilders. He ended up placing first in a provincial stock market competition and winning a scholarship. Josh also started an investment club at Queen’s University called Limestone Capital, which has grown to an alumni base of 150+ people around the world. Using this platform, Josh built the first finance interview prep course at Queen’s University, which included 6 classes and a 250 slide package.

During his time in investment banking (BMO) and private equity (Imperial Capital), Josh has accumulated significant transaction experience, including the C$300M IPO of Sleep Country, the US$156M acquisition of Atlas Paper by Resolute Forest Products, and an extensive private equity roll-up of food testing labs in the U.S. Having worked closely with the sell side and buy side alike, Josh knows exactly how to position candidates for success both for the short term and the long term, and is eager to provide coaching and share his resources in the areas of investment banking, private equity, corporate development, and other subsectors of finance.

Josh is also a Principal at Apex Advisory, a firm that specializes in consulting services for financial modeling, investment memos, due diligence, strategy, and data science.

Outside of work, Josh is a published poet, a passionate Dungeons and Dragons player, and an avid sports fan of basketball, football, and soccer.

Investment Banking
Private Equity

Stella Zhang

6+ years of experience in investment banking and private equity
Investment Banking Associate at Goldman Sachs Industrials Group, New York
Experience including public M&A, IPO, financing, and strategic advisory
Member of on-campus recruiting team at Northwestern University Kellogg School of management
Private Equity Associate at a middle-market infrastructure fund in New York
Sector focus including energy transition, circular economy, and sustainable agriculture
Structured equity, non-dilutive capital solutions
Coach at Kellogg School of Management’s Investment Banking and Capital Markets Club, mentored 20+ MBA students on interview preps, case studies, and networking techniques throughout investment banking recruiting

Hedge Fund
Investment Banking
Private Equity
Venture Capital

Karl-Joseph Assaf

Karl is a senior investment professional at a hedge fund backed by a serial multi-billionaire entrepreneur. He day-to-day revolves around identifying, studying, selecting, and ultimately owning stakes in generational companies led by visionary founders. He also has experience shorting companies. His mandate is global and unconstrained. His investment philosophy is fundamental and long-term. He invests in public and private markets. In 2022, Karl was asked by the Board of one of the fund’s private holdings to step in as Interim CFO of a growth stage start-up to be the right-hand man of the founder for almost a year. Prior to his role at the hedge fund, Karl was a mid-level investment professional at the Blackstone Group. At Blackstone, he was lucky to have the opportunity to invest across sectors, capital structure, and asset classes for an evergreen multi-strategy fund. His time at Blackstone helped me hone in on the investing style that resonates most with his personality and character. Prior to Blackstone, Karl started his career at Barclays Capital, in their IBD group, focused on natural resources M&A and financing. Karl graduated from the University of Oxford with an engineering degree in 2011. He is an enthusiastic tennis player, skier, and swimmer.

Karl has screened thousands of CVs and interviewed 100+ candidates over time. He can help with the following: CV Review, Secure Interviews, Pass Interviews, Negotiate Compensation, and Career Management (Promotion / Transition). He endeavors to build a growing community of like-minded financial services professionals of all ages to promote support and knowledge sharing.

Commercial Banking
Corporate Banking
Distressed Debt
Private Debt

Rolan Naiman

Rolan has worked as a corporate banker at a large Canadian institution for 3 years providing debt financing to power, utility, and infrastructure companies. Recognizing the foundational role that debt played within all financial transactions initially drew Rolan to the credit side of the business and continues to be a rewarding experience as he helps clients close important deals. Prior to working in credit, Rolan worked at a pension fund in macro strategy research and on the trading floor of a sell-side institution. Rolan graduated from the University of Waterloo with a degree in Financial Economics.

Rolan particularly enjoys sharing his knowledge with others trying to break into the industry. As a self-proclaimed conversationalist, he will happily discuss any finance related topic on end until he is asked to stop.

Outside of work, Rolan enjoys rock climbing, watching hockey, spending time with his cat, and destroying his friends at Settlers of Catan.

Equity Research
Fintech
FP&A
Hedge Fund

Industry Partnert

Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors (TMT, Consumer Retail etc.)
Been on the hiring committee for Intern, Analyst, Associate & VP recruitment; and have insights into how hiring decisions are made
Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
Ivy-league graduate with 100% scholarship throughout

Equity Research
Fintech
FP&A
Hedge Fund

Industry Partner

2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
1+ year of experience at a Growth Equity fund
Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
Experience teaching and lecturing in classroom environment
Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity