Bought a flight returning within the same day to meet a MD for lunch

To make the best impression during your lunch with the MD, here’s a game plan based on the most helpful WSO content:

1. Preparation is Key

• Research the MD: Know their background, career trajectory, and current role. This shows genuine interest and respect for their time.
• Understand the Industry: Be up-to-date on the latest trends, deals, and news in the MD’s sector or group. This will help you ask insightful questions.
• Know Your Story: Be ready to articulate your background, why you’re interested in investment banking, and what makes you a strong candidate.

2. Structure the Conversation

• Start with Gratitude: Thank them for taking the time to meet with you.
• Introduce Yourself Briefly: Share your background, your school, and your interest in IB, but keep it concise.
• Ask Smart Questions: Avoid generic questions like “What’s a typical day like?” Instead, ask:
  • “What do you think differentiates top-performing analysts from the rest?”
  • “How do you see the industry evolving in the next few years?”
  • “What advice would you give to someone from a non-target school trying to break into IB?”
• Show Curiosity: Ask about their career path, challenges they’ve faced, and what they enjoy most about their role.

3. Demonstrate Value

• Highlight your willingness to learn and work hard. Share any relevant experiences or skills (e.g., financial modeling, internships, leadership roles) that show you’re prepared for the role.
• If appropriate, mention how you’ve been proactive in networking and preparing for the SA role.

4. End on a Strong Note

• Express Interest: Reiterate your enthusiasm for the opportunity to work in IB and your appreciation for their insights.
• Ask for Advice: End with something like, “What would you recommend I focus on in the next few months to position myself for success?”
• Follow Up: After the lunch, send a thoughtful thank-you email, referencing specific points from your conversation.

Bonus Tips:

• Be Professional but Personable: While you want to impress, don’t forget to be authentic and approachable.
• Mind Your Etiquette: Be punctual, dress appropriately, and mind your table manners.

This is a golden opportunity, so make the most of it by being prepared, engaged, and professional. Good luck!

Sources: 10 Friendly Reminders While Networking for SA Programs (from a BB Analyst Perspective), How to get the MD to push your resume, 10 Friendly Reminders While Networking for SA Programs (from a BB Analyst Perspective), HF to PE post-MBA - my story and seeking advice (long-time poster)!, PE Senior Associate - What next?