Moderator note (Andy): This success-story update was posted in the orignal thread ("Walk-in "cold call" question") by DJBanker. SirTradesaLot and I thought it should be added to the homepage for those who never saw it.

Hello Monkeys, I am sure some of you are curious as to my recent developments, and there have been a few. So let's begin:

When I originally posted my question, I was very new to the concept of walking in, as I'm sure some of you can relate to. I received great feedback and advice which not only allowed me to craft my own strategy, but boosted my confidence as well. I knocked on quite a few doors; had a regimented schedule. Landed a few interviews, some informational while others employment related. Gained exposure to a variety of niches and roles along the way. Intellectually stimulated, emotionally challenged and painfully anxious at times would be how I describe my state.

However, I did manage to learn about some interesting positions - one as Portfolio/Trading Analyst had 3 rounds of interviews, with no offer at the end. Second role in Advisor Distribution at a BB was a go but an issue occurred last minute and the offer was revoked - this was through networking. Third, in PWM at a boutique through old fashioned email resume and a similar role at a BB through networking. Finally, a role in Hedge Fund and PE due diligence.

I was quite busy. Met a lot of people during the process and while attending CFA events, ran into a few of them there. All positive interactions - I enjoyed them actually. One of the roles I was referred to was through someone I met at an event while another was off LinkedIn. I am just sharing part of my strategy as I believe it is a customized and subjective process - in reality I was applying numerous tactics during the hunt.

A well written resume and cover letter helped. The balls, that I apparently possess according to a few members, are without a doubt, necessary. Other people's advice is important but you have to tailor it to you're role and who you are as a professional (realistically; not who you think you are and deserve to be acknowledged as b/c you had a 3.9 from a target or can approach a Director at a BB and start shooting the shit about his thoughts on the talk about hedging strategies with ETFs - yes, I did that). Throughout it all, I was drained and discouraged at times but .... drum roll please ....

I was offered two positions within a 24 hour period. I don't want to get involved with details, but needless to say I was blessed to be in a situation job seekers dream of and was able to honestly and ethically leverage a deal with the role I had originally wanted. I am glad to report that I have landed the Due Diligence role and start next week.

I hope my story inspires, motivates and reassures readers that it is possible to go out and get shit done. Your dream job is a handshake away.



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Comments (6)



Disclaimer for the Kids: Any forward-looking statements are solely for informational purposes and cannot be taken as investment advice. Consult your moms before deciding where to invest.


Grats brah. Sexy story.

Frank Sinatra - "Alcohol may be man's worst enemy, but the bible says love your enemy."


Congrats dude! This is something I need to do myself, as just applying to OCR positions and sending cold emails isn't working out for me.


hats off to you sir, brilliantly tried and written.


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