Sending sample material for internal transfer
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WSO Free Modeling Series - Now Open Through
August 31, 2026
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Reach out to them first, develop a connection. Send the material later.
Otherwise, youll mail may go unanswered. I worked at a BB and had a referral to some guys in ER. Once I had them on the phone they basically said the only reason I'm speaking to you is because so and so referred you, etc.
Thanks, are you saying I should shoot an email to the analyst to have a quick coffee to discuss the opportunity?
Sorry, missed this. Send a note to someone from the sector that you're familiar with. Coffee, lunch, whatever you have to do. Act quickly though, earnings season will be here shortly.
And don't specifically talk about opportunities, ask them if they mind critiquing your work. They'll know your intentions and you can go from there
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