A Good Idea?

Hey Everyone-

First post here on WSO, here's my question.

I'm in the 2nd round of interviews at a boutique PWM firm here in NYC (I'm going into my Senior year at Fordham). I've basically been speaking with two people, the person I will be working with directly (a relatively new broker, who is getting his first underling) and the managing director (the brokers boss, who is responsible for making the final hiring decision). It seems as though the gentleman I would be working with is sold on me, and his boss is unsure or indifferent. They said one of my primary tasks would be to build lists of high net worth individuals outside of the US.

I'm considering making it a weekend project and putting together a list of these high net worth individuals. Then bringing the list to the 2nd rd interview next week. As I see it, it demonstrates that I am driven, a self-starter and generally motivated.

What do you all think? Is this acting presumptuous? Might I potentially be over-stepping my bounds? I appreciate the feedback!

 

Quick Update-

Had the 2nd Interview, nailed it! They offered me the position for the summer, and they will be sponsoring me for my license examinations (series 7 and 63).

The "show up with homework" approach was a pretty big hit, my future MD said he appreciated the effort and liked the "go get it attitude".

Wahoo!

Patrick Bateman would eat Eddie Morra's lunch (and probably his brains).
 

Quidem debitis architecto eligendi id commodi sint ex. Voluptas magnam ab nesciunt necessitatibus dicta fugiat autem. Accusamus ut earum deleniti tenetur. Ipsum aut alias accusantium temporibus esse aut soluta.

Career Advancement Opportunities

March 2024 Investment Banking

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

Overall Employee Satisfaction

March 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

March 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

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (85) $262
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (65) $168
  • 1st Year Analyst (198) $159
  • Intern/Summer Analyst (144) $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
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
dosk17's picture
dosk17
98.9
5
GameTheory's picture
GameTheory
98.9
6
Secyh62's picture
Secyh62
98.9
7
CompBanker's picture
CompBanker
98.9
8
kanon's picture
kanon
98.9
9
pudding's picture
pudding
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...”