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Joshua Jia - IB/PE Coach

Joshua Jia 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, which got Josh all fired up about finance. He started up an investment club at Queen’s University called Limestone Capital with his friend and business partner Alex Banh, which started out as a group of highly motivated but otherwise uncredentialed students sharing tips about stocks and recruiting. Using this platform, Josh built the first finance interview prep course at Queen’s University, which included 6 classes and a 250 slide package. This club with modest beginnings morphed into something far greater than he could have imagined, evolving into a network of students and alumni who could all benefit from the common resources, interview prep materials, and the institutional knowledge of the club. This tremendous growth is what has inspired Josh to dive back into the world that had fueled his love for finance: the art of preparing for a grueling investment banking or private equity interview.

 

During his fours years 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, buy side, and recruiters 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 and private equity, as well as professionals or students transitioning to management consulting.

 

For fun, Josh can be found watching a Raptors game, trying his hand at improv or standup comedy, reading at an open mic poetry café, or playing the video game Overwatch.

Rolan Naiman

Rolan has worked as a corporate banker at a large Canadian institution for 2 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.

Past Placements