Investment Banking Coaching & Prep Materials
Our 93% Success Rate Speaks For Itself
Investment banks seek to hire candidates with strong attention to detail, great communication abilities, and a hard-working, positive attitude. Consequently, investment banking interviews are often very technical, testing you on financial concepts not taught in the classroom, such as accounting, enterprise value, multiples, discounted cash flow, mergers and acquisitions, and leveraged buyouts.
Our coaches can help you prepare, by training you on how to answer the most common Investment Banking Interview questions, including:
- Technical questions on accounting, enterprise value / comps, DCFs, M&A, and LBOs
- Market questions and craft, structure and deliver the best stock pitch
- Deals and transactions, and knowledge of the advisory business
- How to craft the perfect, investment banking-friendly story
- Accounting: how does XYZ event impact the 3 financial statements?
- Enterprise value / comps: how does XYZ event impact enterprise value? What are the key equity value and enterprise value multiples? Walk me through a comps and precedents analysis
- DCF: walk me through a DCF model. What is UFCF and LFCF? How do we calculate WACC and beta? What are the 2 ways to calculate terminal valnue and which is better?
- M&A: accretion / dilution analysis using earnings yield method vs. merger model method. Stock vs asset deal. Synergies.
- LBO: paper LBO, calculating multiple of capital, and IRR. Types of debt in an LBO. Ideal LBO target. Incurrence vs. maintenance covenants. Rule of 72.
During a standard 1-hour call, your Finance Interview Coach will work through a series of advanced technical Investment banking questions; Provide detailed feedback on how to improve, as well as explaining advanced financial modeling concepts in our 1-on-1 coaching process.








Investment Banking 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:
| |
Includes 5 hours of coaching, all materials from the above packages, as well as:
| |
Includes 8 hours of coaching, all materials from the above packages, as well as:
| |
Includes 10 hours of coaching, all materials from the above packages, as well as:
|
Playlist
Common Investment Banking Interview Prep Topics
Our 93% Success Rate Speaks For Itself
Prepare comprehensively for investment banking interviews with our tailored curriculum that covers essential areas:
Advanced Technical Investment Banking Questions
The latest and most advanced technical questions, including topics like accounting, comps (comparable company analysis), DCFs (discounted cash flow), M&A (mergers and acquisitions), and LBOs (leveraged buyouts).
Mastering Market Questions and Stock Pitches
Learn the art of answering market-related questions and learn how to craft, structure, and deliver compelling stock pitches.
Deals and Transactions Knowledge
Demonstrate your expertise in the advisory business by discussing deals and transactions. We’ll help you showcase your understanding of the intricacies of investment banking.
Perfecting Your Investment Banking Story
Craft a captivating narrative that highlights your strengths and experiences within finance. We’ll teach you how to best position your story within the context of the IB recruiting environment, and help you develop a framework for answering interview questions with precision and impact.
Our Investment Banking Coaching Methodology
Based on Your Goals
All our coaching packages begin by gaining a deep understanding of your career goals and aspirations. Each session with your coach will be tailored to your unique needs and learning objectives within IB.
Real Interviews & Customized Questions
Our mock interviews are designed to mimic a real IB interview. We’ll present you with advanced qualitative and quantitative questions that have been asked in real interviews. We’ll also provide best practice solutions to a variety of case studies ranging from DCF to M&A to LBO.
Immediate Feedback
Feedback is integral to your growth. After each question, we provide immediate feedback to enhance your learning and memory retention. Additionally, we offer written feedback that highlights your strengths and areas for improvement, ensuring you make significant progress.
Our Investment Banking 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
Stella Zhang
Coach

- Investment Banking
- Private Equity
- 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
Karl-Joseph Assaf
Coach

- Hedge Fund
- Investment Banking
- Private Equity
- Venture Capital
- 13 years of experience in the financial services industry (IB, PE, Growth Equity, VC, Hedge Fund, Start-Up C-Suite).
- 3 years of investment banking (M&A) experience at Barclays Capital.
- 5 years of private and public markets investing at Blackstone across industry, capital structure, and asset classes.
- 5 years of private and public markets equity investing at a hedge fund backed by one of the world’s wealthiest entrepreneur.
- 1 year as interim CFO of a growth stage agtech start-up; right-hand man of the founder.
- Mentored 50+ people spanning students (undergrad + MBA) looking to break into IB and young professionals looking to move from the sell-side to the buy-side.
- Interviewed 100+ candidates, ranging from junior bankers to associate / VP level investors and business executives for some of my portfolio companies.
- What can I help with? CV Review, Secure Interviews, Pass Interviews, Negotiate Compensation, Career Promotion / Transition.
- Endeavors to build a community of like-minded financial services professionals of all ages to promote support and knowledge sharing.
Industry Partner
Investment Banking Professional

- Equity Research
- Fintech
- FP&A
- Hedge Fund
- 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
- Ivy-league graduate with 100% scholarship throughout
Industry Partner
Director of Strategic Finance, ex-IB VP (FIG)

- Equity Research
- Fintech
- FP&A
- Hedge Fund
- Currently an in-house finance professional at a FinTech startup
- 5 years at a bulge bracket investment bank covering specialty finance, depositories, and FinTech
- Been on the hiring committee for Intern, Analyst, Associate & VP recruitment; and have insights into how hiring decisions are made
- Ran the FIG graduate recruiting and interviewing process and the analyst training program
- Experienced mentor to those looking to change careers into banking
Industry Partner
Tech Group at Large Bank

- Equity Research
- Hedge Fund
- Investment Banking
- 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
Industry Partner
Manager of Strategic Finance and FP&A at FAANG

- Equity Research
- Fintech
- FP&A
- Hedge Fund
- 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
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
IB Testimonials
I had the pleasure of working with Josh, Stella, Dante, and Karl before my MBA Summer Associate interviews. I go to a M7 business school that has a strong reputation in finance, but still felt like I needed some additional prep because of how competitive our recruiting class for banking is. I loved how the coaches all had real life experience in investment banking or private equity, and have real experience working and recruiting at reputable firms. The coaches tailored a comprehensive training program that refined my responses to both behavioral and technical questions. Furthermore, every coach went above and beyond to check in on my progress and provide detailed written feedback on every session to prevent any redundancy across the different sessions. I felt like I was more prepared for nuanced questions than some of my MBA peers and found myself able to smoothly answer difficult conceptual questions.
I feel truly blessed to have been able to work with everyone and I strongly recommend everyone who is going through a similar process to make the same investment I did. It’s so important that you represent yourself in the best way possible to get a job that can change your life! Due to the high quality of my preparation, I was able to confidently navigate my interviews with no mistakes and ended up signing an offer to work at a NYC bulge bracket! Looking back at it, working with these coaches was one of the best investments I’ve ever made – a true no-brainer considering that interviews are some of the most important tests of one’s life! Josh, Stella, Dante, and Karl are some of the best coaches out there, and it was a true blessing to have them in my corner during recruiting.
Equity Research Summer Associate at Bulge Bracket Bank, Financial Institutions Group
Thanks to Josh, I landed a job at a top investment bank after my first Superday, despite having zero related experience. I first met him through group training at a target MBA program, where his expertise and excitement for coaching immediately stood out, and I decided to work with him one-on-one. His ability to simplify complex concepts was crucial to my success. During our multiple one-on-one sessions, Josh went above and beyond—dedicating time at odd hours and using a teaching style that helped me not only master the technical steps but also understand the intuition behind each answer. This personalized approach gave me the confidence to excel in my interviews. I couldn’t have done it without his commitment and patient guidance. If you’re serious about breaking into investment banking, working with Josh is a game changer.
Sophia Menick, Investment Banking Summer Associate, Lazard (NYC)
Finance Interview Coach was immensely helpful in getting my resume ready for my recent career search. The coaches were extremely thoughtful, attentive, and helpful throughout our interaction. With their help I have been able to secure interviews with firms that I would not have been able to prior to him helping me refine my resume.
Analyst (Originations), White Oak Global Advisors (San Francisco)
From the moment Finance Interview Coach and I connected, they were very professional and quick to respond to me. The coaches offered to review my resume and give it a professional update so that I would attract more potential employers to my profile. They did a superb job with sending me a thorough questionnaire to learn more about me and my previous work experience which thus led to him generating a very polished resume for me. The process took less than a week and I was very pleased with their work. After they was done working on my resume I immediately starting filling out applications for finance positions that I was interested in. I received many call backs and in person interviews, which led me to receiving a full time job in corporate finance for a company that I love working for. I know that I wouldn’t be where I am today without his help. Thank you again to the company and I look forward to working with them in the future.
Wealth Mgmt. Branch Analyst, Morgan Stanley (Atlanta)
Finance Interview Coach provided superior service in helping me revise and critique my resume. Throughout the resume review process the company provided thorough and concise feedback to ensure my resume was of the highest quality to present to employers. Overall, the resume review service offered by Finance Interview Coach was very professional and highly recommended!
Loan Associate, State Street (Boston)
Finance Interview Coach has the ability to hone in on specific aspects of your resume and make them shine. After a phone call and a couple pass-throughs with him, the difference in my resume is night and day. Always friendly and receptive, the Company has managed to make me impressed with my own resume. I’m heading into recruiting season more confident than ever and looking forward to staying in touch with Finance Interview Coach.
Marketing Manager, Xiaomi (Beijing)
Finance Interview Coach recently helped me with my resume. The process began with a bunch of pertinent questions which formed a starting point for the review and then continued with revisions based on subsequent questions I had following the first draft. The resume looks significantly better than what I had before this process. I also learned that I was leaving off things that were perfectly good to be on the resume and stay there. Additionally, the coach was kind enough to take the time to answer some other questions I had, given his experience in the field. Overall, the process was seamless and informative and I highly recommend it if you are at all uncertain about your resume.
Senior Financial Analyst, Avenue M Advisors (Los Angeles)
I had the pleasure of working with Finance Interview Coach when he conducted a resume review session with me prior to the beginning of the recruiting season. One of the things that stood out to me about the session was how thorough the coaches were with their feedback. My resume was not riddled with too many errors, but the Company provided constructive feedback for almost every line of my resume. Not only was he able to give feedback on the resume itself but also he provided his thoughts about how he felt my resume was as it relates to the roles that I intended to apply for. I’m currently in the process of recruiting and now feel more confident about my resume and have begun to receive interview opportunities for the roles that I intended to apply for.
Student, Baruch College
It was 8 months before graduation that I decided to pursue a career in finance. Having worked in completely irrelevant fields, I was lost and I didn’t have any guidance or exposure to the whole finance scene and struggled in figuring out how to break into finance. I knew speaking with the coaches at Finance Interview Coach who knew the ins and outs of recruiting process was one of the things I could do, so I actively sought mentorship opportunities, and I stumbled upon a chance to speak with them. After speaking with him and doing a mock interview, I learned exactly what I lacked in, and what strengths I have, and what direction I should take on to maximize my chances of breaking into the industry. The company has been tremendously helpful with my recruiting, and offered invaluable advice that played a critical role in landing interviews with reputable firms for investment banking, equity research and private equity roles. What I really appreciated was that he was very real and gave advice that were actionable in the very limited timeframe I was given. Their coaches are currently mentoring me and I truly feel that having a mentorship opportunity with the coaches at Finance Interview Coach will help anyone aspiring to be in finance to set out a clear plan that he or she can execute on.
Private Equity Analyst, Red Oak Succession Partners (Toronto)
My experience with Finance Interview Coaches has been more than pleasant. The coaches were prompt, courteous and professional. They took the time to talk to me to truly understand my work experience and my skills. He reformatted my resume, condensed it down to 1 page while preserving the essence. They also helped me with my interview skills, potential areas I could improve on. I have received several interviews from high caliber organizations, and I attribute it all to their help.
Analyst (Data Performance & Risk), Alberta Teachers’ Retirement Fund Board (Edmonton)
Schedule Your IB Consultation Now!
Call Structure:
After understanding your goals and background, provide you with sample mock interview questions to ascertain where you are at in your preparation
Customized mock interview catering to the topics you need the most improvement on or wish to focus on
Feedback is provided after each question in order to promote learning and memory retention
Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement