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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.

Alex Banh - IB Coach

Alexander Banh is currently a Principal at Fulcrum Technology Holdings, a private equity platform that specializes in consolidating companies. He has worked with Josh Jia for close to a decade first at Limestone Capital, and later at BMO Capital Markets. At BMO, Alex advised leading companies such as De Beers, Power Corporation of Canada / Potentia Energy, and New Flyer Industries on mergers and acquisitions.

 

His interest in technology and principal investing was sparked by an internship where he simultaneously worked for a Birch Hill portfolio company and was part of the launch team for The Next 36, Canada’s largest startup incubator. His transition to the technology world after investment banking culminated in raising a ~$130M Series C round for ecobee, an Amazon-backed smart home company and the completion of a Fellowship at the MaRS Discovery District in smart building tech. Now at Fulcrum, beyond his role as a private equity investor, Alex also leads Corporate Development at Fulcrum’s investee companies (Converge / TSXV:CTS, and Spiridon), where he supports senior management with business strategy, fundraising, M&A, FP&A, and corporate finance.

 

Alex uses his vast personal network and experience across the spectrum of finance functions to not only help candidates with their current recruiting needs, but also develops long-term working relationships to guide candidates in their careers. He regularly mentors 20+ young professionals and students and has placed 30+ candidates into investment banking and private equity roles over the last two years.

 

Alex knows absolutely nothing about sports. You can find him at the best all you can eat restaurants in the city, crushing laps in a pool, learning Spanish, or playing the guitar.

 

Specialties: Interview Prep, Resume / Cover Letter Review, Industry Transition (especially into technology), General Career Mentorship

 

Industries: Investment Banking, Private Equity, Venture Capital, Technology (Software and Hardware Startups & Scaleups), Corporate Development, FP&A, Corporate Finance

Past Placements