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BIO

JOSEPH ALI

Joe Profile Pic.jfif

Thanks for visiting! I'm Joseph Ali and I spent my career financing multi-national corporations. I have industry experience covering companies in sectors such as Industrials, Technology, Media, and Telecom, as well as Oil & Gas. Previously, I worked as a leveraged lending and risk analyst for Citigroup specializing in credit risk and analytics for companies with revenues ranging from $500MM-$3Bn while also covering a distressed debt portfolio. I consequently worked at MUFG (f/k/a Bank of Tokyo) on the portfolio management team covering Industrials before moving to the Mizuho Technology, Media and Telecom investment banking coverage team. I left the banking industry in late 2019 to found a technology startup and have since led and/or founded several other businesses.

My services experience ranges from personal, one-on-one instruction to multi-participant corporate seminars. I also provide training programs for private equity and investment banks. I work with both professionals and students and currently teach various clients in several verticals including specialized private debt firms, investment banks, private equity firms, top-tier MBA candidates, and C-Suite business executives. As of December 2023, I have over 130 active clients on Wall Street, and 100% of clients who have worked with me for the purpose of either landing a job or lateraling have done so successfully.

 

In addition to instruction, I frequently work with companies as an M&A consultant and strategic business advisor on various transactions or projects ranging from the engineering of financial & operating models, to full-on buy/sell-side M&A engagements.

Testimonials

"Valued mentor in my professional journey"

Jason, New York, NY on 9/18/23

Working with Joseph has been a transformative experience. His expertise in investment banking combined with his genuine passion for mentoring shines through every session. Thanks to his guidance, I felt exceptionally prepared for my interviews, armed with insights that put me steps ahead of other candidates. Beyond instruction, Joseph has become a valued mentor in my professional journey, always eager to share wisdom and offer encouragement. For anyone looking to break into the investment banking world, I can't recommend Joseph highly enough. He's truly one of the best in the field!

"Knowledgeable and perceptive"

- Georgia, Los Angeles, CA on 07/21/2023

From the first meeting, Joe was able to identify areas of weakness and improvement and we got started on them right away. Meeting with him has improved my investing thought process and helped me out of a rut at work. His qualified and diverse background experience make for a great resource who can handle any question/problem!

 

"Wealth of knowledge and experience in the field"

- Constantine, Chicago, IL on 02/27/2023

Joe is an exceptional finance and investment banking coach who possesses a wealth of knowledge and experience in the field. He has helped me achieve my academic and career goals with his strong academic background and practical expertise. Joe's teaching style is engaging and dynamic, ensuring that I am fully immersed in the learning process. He is also a wizard at excel. He is patient and supportive, taking the time to explain complex concepts in a clear and concise manner. Overall, Joe is an outstanding coach with a proven track record of delivering excellent results.

 

"Knows all the tips and provided very useful guidance"

- Carlos, Chicago, IL on 11/20/2022

Joseph helped me navigate a LBO model in a very effective way! Joseph is very experienced in the subject. He knows all the tips and he provided very useful guidance!

"Explains financial questions and terminology precisely"

- Saanvi, Washington, D.C. on 11/15/2022

Joseph went above and beyond to prepare me for my interviews.. I have used many coaches and tutors over the years and Joseph is one of the best. He explains financial questions and terminology precisely. Also his teaching methodology is unique and effective. Highly recommend!!!

"Incredibly helpful and really knew his stuff"

- Cameron,  New York, NY on 10/03/2022

I reviewed and went through two Private Equity case studies with Joe. He was incredibly helpful and really knew his stuff. He explained some advanced financial modeling tactics to me and helped correctly position myself in the investment memos. Will 100% use again and would recommend to anyone!

"None have helped or coached me as clearly and successfully"

- Will,  New York, NY on 07/11/2022

Joseph has helped me for 1.5 years with technical preparation, interview coaching, and financial modeling teaching. I've worked with others in the past but none have helped or coached me as clearly and successfully as Joseph. I am very thankful for his help and wouldn't be where I am today without him. I would definitely recommend him!

"I aced the technical interviews and modeling tests and ended up with multiple offers from great firms"

- Anna,  Los Angeles, CA on 05/09/2022

Joe is the hands down best trainer for investment banking interviews. My technical skills (and confidence) improved dramatically from when I started to when I finished interviewing. He made sure I had a solid foundation of conceptual knowledge that we later built upon.

He makes confusing topics easy, offers practice problems, and communicates concepts very well. He has a deep knowledge and understanding of banking / finance but also knows how to teach.

I aced the technical interviews and modeling tests and ended up with multiple offers from great firms. Could not recommend Joe enough. 

"Learned more from him about corporate finance in our sessions than I learned in college as a Business major."

- Breshaun, New York, NY on 03/18/2022

Joe is absolutely amazing! I learned more from him about corporate finance in our sessions than I learned in college as a Business major. He is very knowledgeable and was able to help me understand concepts (3 statement modeling, DCF, LBO, M&A, etc) really well, allowing me to go into my IB interviews with full confidence. He was worth EVERY penny and then some!

"Excellent finance coach"

- Bridget,  Naples, FL on 03/04/2022

Joe is an excellent finance instructor. He explains financial questions and financial terminology concisely. He is very helpful. I highly recommend Joe as a finance coach.

"Top of the line finance instructor"

- George,  New York, NY on 02/01/2022

As a first-year student at a top 10 MBA program recruiting for coveted investment banking internships, the technical portion of interviews is a make or break. Joe was there to help every step of the way and has an incredible breadth of finance knowledge and strong work experience to fall back on to boot. He's also one of the best teachers I've learned from - always thorough, patient, and has a knack for simplifying very complex topics. 

Past that, he is a very hard worker, a flexible scheduler, and will be in your corner from start to finish. To give an example, he helped me cram for interviews while sitting on the beach in the Bahamas during his vacation! Can't get much better than that. 

Would highly recommend to anyone looking to go into the finance world needing a technical edge.

"Confidence that I'd be able to iterate upon"

- Phillip, Syracuse, NY on 09/29/2021

Any entrepreneur looking to upgrade their financial planning and presentation, or any professional seeking to learn from an expert financial analyst and experienced teacher, should end their search with Joseph. I came to him seeking a framework I could build upon independently, which was custom crafted to match my own business needs. After just a couple hours I not only had detailed and understandable documentation representing an accurate picture of the present, but a detailed map of the future, and the confidence that I'd be able to iterate upon the model we'd created as new understandings were developed. Joseph is the ideal teacher, and I can't recommend him highly enough for people pursuing independent betterment.

"His techniques make it easy to memorize  and understand complex topics and fundamentals"

- Adriana, New York, NY on 09/01/2021

I found out about Joseph while in college, as he was giving a speech about his career in finance for one of my MBA classes. Soon after I found out he tutors financial accounting and modeling, which I was highly interested in learning, as I wanted to pursue a career in banking / finance. Having gone through an actual credit training (and other tutors) I highly recommend any professional to enroll for learning sessions with Joseph, as he is the best in the industry. His techniques make it easy to memorize  and understand complex topics and fundamentals. Highly recommend taking his courses!!

"Highly captivating raw energy and he makes learning the finance game a whole different experience"

- Dan, Los Angeles, CA on 08/30/2021

 

This is indeed a real review as it’s owed to Mr. Joseph Ali, who after near 20 years of real business experience, single-handedly improved my career in spades.

 

I’ve been a numbers guy since highschool, first degree was in engineering, started several business, raised millions of dollars, once ran a company with 30 people and who I thought was the best finance partner possible; I’ve invested, created and managed large projects, was a significant part of large transactions, took more investment / finance classes, enrolled in CFI, and all before going back to a top business school for my MBA - and STILL never got anywhere near the grasp on finance I was hoping for years ago. 

While I pride my accountability and absolutely never blame anyone but myself whenever unsatisfied, I will say that meeting Joe made me realize that my previous instructors were doing it wrong - or at least badly. Joe is the first person in my life that made it all click, made it all manageable and logic, and finally made it possible to start finding my fluency - and quickly! 

 

Aside from Joe’s Intelligence, commitment, passion, and excellence as a finance coach, he’s nothing but good a dude with highly captivating raw energy and he makes learning the finance game a whole different experience. My description of him to-date has been Joe Ali is what would happen if Carl Ichann, Elon Musk and a Lion had a baby. Be ready!

 

"The most diligent coach I've come across"

- Omar, Atlanta, GA on 06/21/2021

Joseph is the most diligent coaches I’ve come across. He helped me work through a model and broke each step down in a very clear manner. I can not recommend enough.

"Sharp, analytical, with in-depth knowledge"

- Diana, Chicago, IL on 04/18/2021

I have enjoyed learning from Joseph. He has a sharp analytical mind along with in-depth knowledge of finance topics. The assistance he provided me with expanded my financial modeling skills and was invaluable. He answered all my questions in great detail and went above and beyond in order to help me grasp the concepts I was struggling with. I am very grateful to Joseph for being available on short notice and will definitely be setting up more sessions with him in the future.

"Not only a finance expert, but also an excellent coach"

- Calyn, Miami, FL on 04/13/2021

Joseph was extremely helpful in helping me to understand LBO models. He went through all of the different things to consider when building a model and did it in a way that made it easy to digest and understand. He is not only a finance expert, but also an excellent tutor! I highly recommend him for anyone looking to learn how to build financial models!

"Outstanding Teacher! Knowledgeable and patient"

- Dan, Chicago, IL on 8/04/2020

I've worked with dozens of instructors over the years and Joseph is one of the best. He takes time to understand your skill level before jumping into material and ensures you grasp the material before moving onto the next step. Also, his teaching methodology is unique and effective. Highly recommend!

"Very knowledgeable and productive"

- Jason, Toronto, CAN on 6/19/2020

I have been in training sessions with Joseph for multiple sessions, and he has been extremely helpful and productive. He is well-versed with three financial statement modeling and LBO model, and is willing and able to guide through more complex concepts in simple terms. Highly recommended.

"I got the job!"

- Lisa, New York, NY on 1/17/2020

 

I came to Joseph for help prepping for my Investment Banking technical interviews. Having no finance background, I needed a lot of help and wasn't entirely sure where to start. I gave Joseph a bit of detail on what I needed to review and he knew exactly where to go from there. He was readily available to meet multiple times per week and to respond to burning questions via email in between sessions. I ended up with multiple offers for summer associate positions from elite banks and could not have done it without his help and patience. Thanks Joseph!

"Knowledgeable, patient, and instructive."

Stella, Los Angeles, CA on 10/28/2019

As a newly enrolled MBA student with no background in Financial Accounting, I found the tutorial sessions with Joseph to be invaluable and encouraging. Joseph started the session with a knowledge check of my fundamental understanding of the subject from my first three financial accounting classes that I had attended leading up to our first tutoring session. Immediately Joseph developed a personalized instructional strategy for me that was comprehensive and complemented what I learned in the classroom.

"Expert Instructor and Limitless Patience"

- Maria, New York, NY on 12/5/2019

Not only does Joseph know his material....but he knows how to expertly break it down and explain it in terms that a student can process.   He offers strategies for expanding students’ knowledge and even suggests appropriate supplemental materials and exercises for professional development.  His patience is limitless, or so it seems!  I highly recommend Joseph!

"Knowledgeable and Prompt!"

- Almira, New York, NY on 12/16/2019

Joseph was an amazing instructor! As a newly enrolled graduate student with no background in Finance, he came to my rescue when I was struggling with a Finance group project. Joseph is very knowledgeable about Finance and current market trends. He helped me develop a Future investment strategy for my project. He is also very flexible with his time -- I contacted him an hour before to schedule an emergency session and he was able to meet me. Super helpful and saved my final grade! 

"Great Tutor"

Justin, Harrington Park, NJ on 11/8/2019

Joseph helped me build a Discounted Cash Flow model for my corporate finance project. Very knowledgeable about financial accounting. Please use Joe - he was awesome!

"Friendly and Knowledgeable"

Wendelyn, Lansing, IL on 11/3/2019

Joseph came to my rescue; took time out for an impromptu session. Extremely friendly, patient and easy to understand. On a difficult subject, Joseph was extremely helpful, and stayed within my budget. Excellent choice!

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