Prepare for Your Investor Relations Interview Prep
Our 93% Success Rate Speaks For Itself
Whether interviewing with a corporation or private equity fund, their main focus is on assessing your communication and presentation skills, market familiarity, and financial knowledge. Success in an investor relations role requires a strong background in finance, the ability to address technical questions about accounting or valuation, and impactful communication to influence internal stakeholders and investors. The role involves actively developing strategies, participating in conferences, preparing presentations, reports and simplified financial models. Interview questions usually include scenarios related to managing negative feedback from investors or communicating with active investors.
Our coaches can help you prepare, by training you on how to answer the most common Investor Relations Interview questions, including:
- Crafting a story that demonstrates your passion for presentation, communication, and investing
- Gain industry research insights: market, competitors, investor base, and investment parameters such as size, strategy / style, and sector
- How to answer tough interview questions and manage hypothetical scenarios related to investor relations
- Understand critical accounting and financial modelling concepts required to communicate with investors effectively
At Finance Interview Coach, we ensure you can convey a compelling story showcasing your passion for investing, presenting, and building lasting relationships with investors . We help you master the behavioral questions, highlighting your communication skills through well-structured stories about your experiences. Additionally, we ensure you can answer specific questions about the company, its investor base, and essential details about the industry, competitors, and investment style/parameters.










Investor Relations Coaching Packages
Coaching sessions are customized to your needs. Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies) | |
Includes 3 hours of coaching, all materials from the above packages, as well as:
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Includes 5 hours of coaching, all materials from the above packages, as well as:
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Includes 8 hours of coaching, all materials from the above packages, as well as:
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Includes 10 hours of coaching, all materials from the above packages, as well as:
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Common Investor Relations Interview Prep Topics
- Investor Engagement Strategy
Exploring the candidate’s approach to engaging with existing and potential investors. This includes strategies for maintaining strong relationships and attracting new investors. - Earnings Calls and Presentations
Discussing the candidate’s experience in coordinating and conducting earnings calls, investor presentations, and webcasts. This involves their ability to effectively convey the company’s financial performance and strategic direction. - Shareholder Services
Evaluating the candidate’s knowledge of shareholder services, such as managing the shareholder register, dividend distributions, and proxy voting processes. - Investor Communications
Discussing the candidate’s experience in managing communication between the company and its investors. This includes handling investor inquiries, preparing reports, and conducting investor meetings. - Financial Reporting
Assessing the candidate’s proficiency in financial reporting and their ability to prepare accurate and transparent financial statements, annual reports, and disclosures for investors.
- Regulatory Compliance
Inquiring about the candidate’s understanding of securities regulations, compliance requirements, and best practices for ensuring the company’s adherence to relevant laws and regulations. - Investor Feedback and Analysis
Discussing the candidate’s methods for gathering and analyzing investor feedback, as well as using this feedback to improve investor relations strategies. - Corporate Governance
Assessing the candidate’s familiarity with corporate governance principles and their role in ensuring that the company adheres to governance standards and practices. - Crisis Communications
Exploring the candidate’s ability to handle investor relations during challenging times, such as financial crises or major corporate events, and maintain transparency and trust. - ESG (Environmental, Social, and Governance) Reporting
Inquiring about the candidate’s experience in ESG reporting and their ability to address investor concerns related to sustainability, social responsibility, and corporate governance.
Our Coaching Methodology
Industry, Market, Investor Base, and Investment Parameters Deep Dive
We will ask you tough questions related to key industry metrics, market, competitors, investor base, and investment parameters to ensure you understand the role and how to approach key stakeholders. We will also help you gather the research to augment your knowledge and familiarity as much as possible.
Behavioral Questions and Situational Questions Unique to Investor Relations
We will give you a fully customized mock interview for investor relations and help you build stories for every situation which will demonstrate your passion for presentation, communication, and investing.
Feedback
Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement.
Our Coaches
Josh Jia
Founder, Partner

- Corporate Development
- Finance Resume Review
- Financial Modelling Coaching
- Investment Banking
- Investor Relations
- Private Equity
- Venture Capital
- 8 years of experience
- Principal at Apex Advisory
- Private Equity Analyst at Imperial Capital
- Investment Banking Analyst at BMO, Diversified Group
- Industry experience in headhunting, VC, HF, and ER
- Founded Limestone Capital
- Created 1st finance interview prep course at Queen’s
- Taught course consisting of ~250 slides, six classes, with hundreds of students attending
- Placed 100+ candidates into IB and PE roles
Industry Partner
Manager of Investor Relations and Corporate Finance

- Corporate Finance
- Investment Banking
- Investor Relations
- 5 years of experience as Manager of Investor Relations and Corporate Finance
- 2 years of experience as Investment Banking Analyst
- 8 years of coaching and resume review experience
Josh greatly assisted me in preparing for my Bain, BCG and McKinsey interviews. He helped to curate interviews that developed my weaknesses and helped me to identify my strengths. His cases were through, creative and challenging. Our cases were broadly focused at first but Josh was able to identify the places I needed to improve in order to advance. Josh’s feedback was an asset to my improvement in the case interview circuit. He’s an intelligent and highly driven finance professional who greatly assisted in achieving my interview goals and I’m confident he can do the same for you.
Management Consulting Professional
Josh has been invaluable in helping me improve my financial modeling skills and sharpen my understanding of material details in private equity transactions. Josh is a great teacher and is able to effectively communicate and pass on his experience and knowledge gained as an investment banker and private equity professional. Josh does not only teach the basics but can readily break down and simplify complex industry concepts. Josh was not only great in teaching the technical aspects of the job but also helped to develop my strategy to succeed in interviews. Overall, I am Josh has been outstanding in helping me transition from a non-traditional background in corporate law to finance.
Portfolio Manager, NorthWest Healthcare Properties REIT
Joshua Jia is probably one of the most knowledgeable and hardworking professionals you will ever meet. He has immense industry experience and also significant knowledge of the finance industry in general. I have benefited immensely through Josh’s help throughout the job searching and recruiting process in the finance industry and have landed a number of sought after roles. I hope that you will be able to benefit from this as well. Josh’s help will not only open doors for now, it will also open doors for your future career opportunities. The investment is well worthwhile.
Corporate Finance Professional
Josh is a leader in interview preparation and career development. Josh was instrumental in helping me land a job at a leading global investment bank in NYC. Josh continues to be a source of guidance and mentorship as I progress through my career. I highly recommend working with Josh to secure your next job in the financial industry.
Investment Banking Analyst at Moelis (NYC)
Josh greatly assisted me in preparing for my interviews in both investment banking and corporate development. He provided me with practical, actionable advice drawn from his experience interviewing with numerous employers that helped me overcome my weaknesses, highlight my strengths and tailor my message to the employer in question. He was incredibly patient with me as I went through the interview process and was very helpful throughout. If you’re looking for someone to transform your interview skills, there is no better person than Josh.
Corporate Development Professional at Multinational Corporation
Josh has been a phenomenal mentor of mine since I was in first-year university. His extensive experience in investment banking and private equity made him the perfect interview prep coach, especially since he has gone through the recruiting process himself. In addition, he has a knack for giving intuitive explanations for financial concepts, ensuring that I fully understood the theory as opposed to simply memorizing the answers to a list of interview questions. His friendly disposition also made him a pleasure to interact with. In the end, I was able to secure an investment analyst position on the buy-side upon graduation. I definitely would not have been able to get there without his help, so many thanks to Josh for helping me jumpstart my career!
Investment Analyst at Mackenzie Investments
Josh’s personal advice were essential for me when I was looking for a job. His experiences and expertise in the finance industry allowed him to teach me some of the most practical and useful financial concepts. Moreover, Josh international experiences also helped me to explore different opportunities in regions like China and Hong Kong. Josh was very attentive throughout the whole process. He helped to improve my resume tremendously by cutting out the unnecessary materials and highlighting personal strength. Most importantly, his deep understanding of interviewers’ intentions was what really helped me. By the end of my sessions with Josh, I was not only able to receive job offers, I also gained knowledge about the industry which I believe that will able to benefit me for a lifetime.
Private Equity Associate at CCB Trust (Beijing)
Josh was incredibly helpful when it came to prepping for interviews. Whether he was giving me advice technical or behavioural questions, everything he helped me with was instrumental in helping me get a job in investment banking, and then in private equity. If your goal is to break into the industry, there’s no one I would trust more than him!
Private Equity Associate at Alignvest
Josh is a great mentor and was a crucial component of my career development early on, and the guidance he provided me on financial modeling and LBO modeling gave me a step up in both recruiting and work. He is extremely competent with regards to teaching financial concepts for individuals both new and familiar with finance, and is always happy to share honest advice. They are both genuinely care about your success and I would recommend him to anyone interested in developing the necessary skills to pursuing a career in finance early on.
Daniel Cheung, Investment Analyst at Highbridge Capital
I just wanted to take the time to thank and give much-deserved credit to Finance Interview Coach. My resume review could not have gone better. The coaches were thorough and asked all the right questions in order to capture all of my highlights. They took the time to fully understand my story and position it in the best way on my resume. Their knowledge of the Finance industry was evident in his suggestions which I would have never thought of. They also took the time to answer any miscellaneous questions I had in detail. The process was outstanding all around. I would definitely work with the company again and recommend this service to anyone looking to transform their resume.
Sr. Finance Manager, ABB Optical Group (Florida)
Schedule Your Consultation Now!
Call Structure:
After understanding your goals and background, we will provide a tough, realistic mock interview simulating the type of investor relations scenarios that a public company, investment management firm, or private equity firm might encounter. We will also test your understanding of the industry, investor base, competitors, and investment parameters. Finally, strong emphasis shall be placed on how you tell your story and your situational answers to ensure you are demonstrating your passion for communication, presentation, investing to the most effective degree.
Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.