Josh Jia Email and Phone Number
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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 the author of the 350 Questions guide is a lecturer at the Dardern School of Business (University of Virginia) focused on investment banking. He has also taught lectures at Princeton, Wharton, UCLA, Queen’s University, Ivey, Rotman, Schulich, Waterloo, and Laurier. Josh has coached clients in 40+ countries in North America, Europe, Asia, Australia, Africa, and Latin America. Through his efforts, he has placed 300+ candidates in finance roles.Josh is also the Youtube channel creator of financial modeling and interview prep content, including a step-by-step LBO model walkthrough that has garnered 238k views.https://youtu.be/ZISikqdTS6w?si=e2Bu0RU2K6ObnHZXJosh 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. Josh also started an investment club at Queen’s University called Limestone Capital, which has grown to an alumni base of 150+ people around the world. Using this platform, Josh built the first finance interview prep course at Queen’s University, which included 6 classes and a 250 slide package.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 an extensive 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.Josh is also a Principal at Apex Advisory, a firm that specializes in consulting services for financial modeling, investment memos, due diligence, strategy, and data science.Outside of work, Josh is a published poet, a passionate Dungeons and Dragons player, and an avid sports fan of basketball, football, and soccer.
Finance Interview Coach
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Founder, CoachFinance Interview Coach Nov 2017 - Present• Coached investment bankers on private equity LBO case modeling; 100+ placements in IB, PE, corp dev, and HF roles• Helped candidates prepare for IB and PE interviews on questions and case studies involving DCFs, M&A, and LBOs • Partnering with investment clubs to hold IB and PE interview prep courses across Canada, US, UK, and Australia• Created guide on six sections of IB; built PE LBO case studies; filmed lectures on video; compiled 300+ interview answers • Placements include: Blacktone, Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, Moelis, Apollo, Apax, Citadel, Onex -
PrincipalApex Advisory Jan 2022 - PresentAdvising companies in the growth stage and their investors; consultation services include financial modeling, investment memorandums, due diligence, strategy, and data science -
AnalystImperial Capital Group Ltd. Nov 2015 - Nov 2017TorontoAcquisition of Northland and Richter; Pending Acquisition of 4 US Food Testing Labs (~US$1-2 mm EBITDA each):• Performed deep dive industry research; interviewed 10+ industry experts; analysis led to pursuit of proprietary roll-up• Analyzed each product and service line to identify cross-selling opportunities, supporting a hub-and-spoke roll-up model• Worked closely with Imperial’s CEO partner to categorize key drivers, quantify synergies, and construct an LBO model on each testing lab on a standalone and consolidated basis; analysis will help justify the entry multiple and earn-out structureTerminated Acquisition of Security Company (US$5-15 mm EBITDA):• Completed trending analysis of gross adds, ARPU, and attrition on a per region and product basis to drive the forecast; analysis confirmed the necessity of selling off a non-performing division in order to focus on the core business• Collaborated with CFO to understand the capitalization of equipment, installation revenue, and installation costs; built schedules for each product to disaggregate between the accounting presentation and the true cash flow• Produced LBO model with recurring revenue driven by subscribers added, ARPU, and attrition for each region and product and non-recurring revenue driven by installation; analyzed the impact of selling the non-performing division vs. running it off Ackerman Securities (portfolio company, US$50-100 mm revenue):• Built bridge and benchmarking analyses on G&A to understand why creation costs were increasing; concluded that sales team was incentivized to sell as much as possible, regardless of creation costs related to equipment, location and installation• Studied lead flow to understand why new leads were declining; determined that marketing spend was not used effectively• Analysis ultimately led to the hiring of a new management team, IT improvements, and modifying the go-to-market strategy -
Investment Banking AnalystBmo Capital Markets Jul 2014 - Nov 2015Toronto, Canada AreaResolute Forest Products' US$156 million acquisition of Atlas Paper Holdings:• Built sum-of-parts DCF which modeled the inflows of different pulp, the papermaking process (both internal and external), and the converting process into various SKUs of finished goods• Sensitized the model to different pricing and growth scenarios on a per SKU basis and bridged each scenario to the base case• Created strategy presentation for the Board of Directors at Resolute Forest Products outlining the strategic and financial implications of the acquisitionC$300 mm IPO of Sleep Country:• Built financial forecast and IPO model based on management forecasts; sensitized valuation to a range of prices and multiples while analyzing pro forma ownership; sensitized same store sales growth and management target assumptions • Built and maintained comparables and benchmarking analysis to support the IPO multiple; analyzed industry characteristics, identified competitive advantages in delivery, service, and price guarantees • Built and managed management roadshow presentation, managed all charts in the prospectus; responsible for distributing the prospectus and management presentation to the client and broader deal team as well as responding to commentsSecondary offerings in the Canadian chemicals space:• Analyzed chemical capacity, built comparables analysis for Superior Plus’ C$200 mm high yield debt offering • Created industry analysis slides, built benchmarking and comparables analysis for Chemtrade’s C$115 mm equity offering -
Chief Executive OfficerLimestone Capital Mar 2010 - Apr 2013Kingston, Ontario, Canada• Founded the only student-funded investment club at Queen's, wrote Constitution• Hired and trained analysts and PMs, managed a $30,000 portfolio• Performed weekly stock pitches, delegated equity and industry research in order to make investment decisions• Organized keynote presentations with speakers from Morgan Stanley, Ontario Teacher's Pension Plan and Trimark Investments• Built 250 slide package on finance interview prep, partnered with Queen’s to teach the university’s first finance interview prep course
Josh Jia Skills
Josh Jia Education Details
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Finance
Frequently Asked Questions about Josh Jia
What company does Josh Jia work for?
Josh Jia works for Finance Interview Coach
What is Josh Jia's role at the current company?
Josh Jia's current role is #1 Finance Interview Coach Focused on Investment Banking, Private Equity, Corporate Development, Venture Capital, FP&A, Investor Relations, and Financial Modeling.
What is Josh Jia's email address?
Josh Jia's email address is jj****@****cap.com
What schools did Josh Jia attend?
Josh Jia attended Queen's University.
What are some of Josh Jia's interests?
Josh Jia has interest in Football, Investing, Soccer, Basketball, Finance, Poetry, Theatre, Piano.
What skills is Josh Jia known for?
Josh Jia has skills like Financial Modeling, Investments, Finance, Investment Banking, Bloomberg, Financial Analysis, Team Leadership, Portfolio Management, Equities, Leadership, Mergers And Acquisitions, Teamwork.
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