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Josh Jia - IB/PE Coach

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, Luxembourg, China, India, Australia, Yemen, Saudi Arabia, 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.

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.

Past Placements