Team

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

Josh Jia

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 also the founder of Wall Street Elite, which provides online courses, advisory services for family offices, and financial modeling consulting for PE, VC, and VC-backed companies.

Josh is the author of the 350 Questions guide and has taught IB lectures at 10 universities, including UVA, Princeton, Wharton, and UCLA. He has coached clients in 33 countries across the world, including North America, Europe, Australia, Asia, Africa, and South America. Through his efforts, Josh has placed 350+ candidates in finance roles and held thousands of interview prep sessions from the Analyst and Associate level to the Director and Principal level.

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 a 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.

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.

Financial Modelling Coaching
Investment Banking
Private Equity

Enrique Wang

6+ years of experience in real estate investment and development.
Background in institutional firms including pension funds and REITs.
Specialized in complex deal structures, capital stack modeling, and GP-LP return analysis.
Coached 20+ students and professionals, from undergraduates to MBAs and early-career professionals.
Provides coaching on real estate financial modeling, Argus, career planning and interview prep for real estate, IB and PE roles

Hedge Fund
Sales and Trading

Yi Yu, Partner at Hedge Fund, Associate Professor

Yi Yu (William) is the portfolio manager of Beijing Heisen Asset Management Company, a hedge fund in China with AUM of $200 million. Prior to immigrating to Canada in 2018, Yi worked as full time trader at Liema Investment, a sub fund of one of China’s top domestic hedge funds.

He is also a professor at Seneca Polytechnic, teaching advanced stock market investments and finance. His course covers options/vol trading, stock market investing in the US and China, blue chip investing and limit-up strategy, day trading, short selling, quantitative trading, and high frequency trading.

After graduate school, Yi made up his mind to move to New York and landed a job 2 years later at Apex Trading, where he served as operation manager and risk manager for China’s most successful day traders of US market. Yi later had the opportunity to work closely with NYSE floor brokers and founded a high-frequency trading project utilizing their unique D-quote orders, averaging around 5 million shares traded daily.

After this, Yi made up his mind to go back to Beijing and launch his first fund, investing in China’s A-share market. The fund invested in undervalued blue chip stocks. Subsequent to this, Yi worked worked at LieMa investment, where he learned from China’s top traders on how to read the market and trade China’s most active and lucrative small to midcap stocks. Yi helped develop the firm’s algorithmic trading system.

Yi has always been passionate about teaching and helping aspiring hedge fund professionals achieve their dreams.

Financial Modelling Coaching
Investment Banking
Private Equity

Industry Partner

3+ years of experience in Private Equity at a $40bn AUM US-based large-cap fund in London
1+ year of experience in TMT Investment Banking at a Bulge Bracket in London
Conducted interviews for both buy- and sell-side intern / analyst roles and co-led internship programs
Teaching and lecturing experience at a top Russell Group university
Mentored professionals into roles within Investment Banking and Private Equity
Oxbridge graduate with a partial scholarship

Financial Modelling Coaching
Investment Banking
Private Equity

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

Equity Research
Hedge Fund
Investment Banking

Industry Partner

2 years of experience as Equity Research Analyst in Technology group at large bank
7 years of experience in hedge funds and investment banking
Experience teaching and lecturing in classroom environment
Mentored dozens of professionals to help them secure jobs in equity research and hedge funds

Equity Research
Fintech
FP&A
Hedge Fund

Industry Partner

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

Corporate Finance
Investment Banking
Investor Relations

Industry Partner

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

Financial Modelling Coaching
Investment Banking
Private Equity

Industry Partner

3+ years of experience covering Power and Utilities at a top Canadian/International Bank
4+ years of experience in Transaction Services and Valuations in Big 4 Public Accounting
6 deals closed in range of $500mm to $1.5Bn USD
Involved in summer internship recruitment interviewing and junior analyst interview process