Sales & Trading Coaching
Our 93% Success Rate Speaks For Itself
Sales and trading is a fast-paced sector of finance, and revolves around traders and sales people making markets for clients across a variety of different asset classes.
To succeed in sales and trading interviews, you need to demonstrate deep knowledge of the markets, relevant experience, as well as effective story-telling and interpersonal abilities. You can be tested on topics like macro views, trade ideas, understanding of financial products, and even brain teasers and mental math.
Our expert coaches can help you stand out with personalized 1-on-1 coaching sessions that simulate real interview scenarios and refine your market knowledge, pitch delivery, and technical skills.
Our coaches cover the following key topics:
- Fit / Behavioral: can you demonstrate your passion for the markets and your experience working with clients?
- Market: views on S&P 500, 10-year treasury yield, oil, gold, currency (US dollar), etc.
- Product / Function: do yo








Playlist
Common Sale and Trading Interview Prep Topics
Our 93% Success Rate Speaks For Itself
Prepare comprehensively for sales and trading interviews with our tailored curriculum that covers essential areas:
Fit / Behavioral:
How to structure your story between personal context, the “spark” that got you interested in the markets, and diving into your experiences to demonstrate the relevant skills for the role.
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. Develop a viewpoint on a variety of key asset classes, products, and markets.
Products and Functions
Develop expertise on a variety of products, including equities, fixed income, FX, derivatives, interest rates, emerging markets, etc. Understand how the groups interact with each other and the day-to-day function of the sales team and trading team.
Our Sales and Trading 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

- Financial Modelling Coaching
- Investment Banking
- Private Equity
- 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
Private Equity Associate

- Financial Modelling Coaching
- Investment Banking
- Private Equity
- 3+ years of experience in Private Equity at a $40bn AUM US-based large-cap fund in London, focused on Infrastructure / Industrials
- 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
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
Testimonials
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)
Finance Interview Coach did a great job on my resume review. He was encouraging and offered perspective that increased my confidence with the job search. I was changing industries and was concerned I wouldn’t be able to break into investment banking, but through his encouragement and help I was able to get an investment banking analyst position within a few weeks. I received many compliments on my resume through the job search which played a huge part in me receiving the offer. I would recommend their service for any student or professional wanting to get into investment banking.
Investment Banking Analyst, Agentis (Vancouver)
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)
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)
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
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)
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 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)
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 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)
Schedule Your Sales & Trading 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