Networking - PWM

So I am working on getting some kind of internship, shadowing experience for the summer. Have been contacting local pwms to arrange short talks about what they do, etc. (going into my sophomore year) in hopes of then being able to shadow them for a few days, etc. I have been pretty successor so far, but one guy I emailed just responded with "How did you get my email? Thanks." I knew it would come eventually, since I haven't met any of these guys before, but I was wondering what the best way to handle this would be. Should I apologize and tell him I just deduced it from the info on his webpage? I just guessed his email, since the ones for his company are all formatted the same, but I don't want to tell him that. The one actually given on his site would have been through client services (ew).

Any suggestions? Thanks

 

Thanks and PA/NJ Area. What you said is true, the few people I have talked to are very willing to lend advice and be helpful. The only issue at this point is that due to privacy issues they don't seem "able" to allow me to even shadow them. Any thoughts on how I could get around this? Since none of this would be a formal internship I keep asking myself how they could at all benefit from any shadowing or internship I do. I have a back up at an unknown pwm place, but I'm trying to get something at a big name first; I figure it will stand out more on the resume. Thanks for the help everyone.

 
Best Response

Where in the PA/NJ area? Although I am in investment banking now, I have a lot of contacts in the PWM space. I might be able to help you out.

When you network with people in PWM: 1.) Be very direct and tell them you are looking for an internship. Your strategy works for banking recruiting but there is no need to "arrange short talks to find out what they do" in PWM. Upfront openness and transparency is mutually-beneficial and saves everyone time and energy.

2.) Don't mention "shadow" as people won't know what that means. Just say internship and offer to work four hours a day for a few weeks (as that will not impose too much on the firm and prevent either party from making that big of a commitment). It will all be unpaid, btw (though you will get nice perks, depending on your situation).

3.) Lose your ego at the door. Just tell them you are willing to work hard and come in with an open mind. Instead of trying to be the smartest or smoothest individual, try to position yourself as the hardest-working and a team player. Whether it is grunt work or digging in the trenches, you will still give you 110% and be positive.

 

Fugit placeat officia non enim exercitationem libero. Earum tempore eum tempore quia quos. Enim nihil reprehenderit velit quidem. Voluptatem placeat error consequuntur eaque consequuntur qui odio. Est non unde molestiae nemo. Quo cupiditate unde eveniet officia fugiat quas officia. Officiis consequatur illum eligendi maiores.

Repudiandae quaerat velit et ut beatae. Autem provident exercitationem quaerat dolor optio accusamus quia. Dicta illum voluptatem odio non.

Sed ea corporis alias quod repellendus fugit. Est nemo ut dolorem et. Rem provident vero amet libero sed aut officiis. Itaque eligendi magnam iste et ratione earum aliquam vel.

Porro quo quo autem ea ut hic. Qui consequatur illum quo quo eum magni perferendis adipisci. Dolor et quo aut odio ullam omnis.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Jamoldo's picture
Jamoldo
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”