Coffee Chat Advice

I'm a current non-target freshman who is recruiting for Investment Banking. I've had multiple good coffee chats with VPs and Associates, but in recent calls, I received feedback that I sounded scripted and robotic. I asked them the same questions, so I'm a bit lost on what to do, and was wondering if there is anything I should switch to make sure this doesn't happen.

2 Comments
 

To avoid sounding scripted and robotic during coffee chats, focus on making the conversation more natural and engaging. Based on the most helpful WSO content, here are some actionable tips:

  1. Personalize Your Questions:
    Instead of asking generic questions, tailor them to the individual you're speaking with. Research their background on LinkedIn or other platforms to identify unique aspects of their career or interests. For example, if they have a specific deal or project mentioned, ask about their experience working on it.

  2. Shift the Focus to Them:
    People enjoy talking about themselves. Ask open-ended questions that allow them to share their experiences and insights. Examples include:

    • "What motivated you to pursue a career in investment banking?"
    • "What has been the most rewarding part of your role so far?"
    • "Are there any lessons you wish you knew when you were in my position?"
  3. Incorporate Non-Work Topics:
    Break the monotony by steering the conversation toward their hobbies or interests outside of work. This can make the chat feel more personal and less transactional. For instance:

    • "I noticed you're into [hobby/interest]. How did you get started with that?"
    • "What do you enjoy doing to unwind after a busy week?"
  4. Be Genuinely Curious:
    Avoid memorizing questions. Instead, actively listen to their responses and build on them. If they mention a specific challenge or success, ask follow-up questions to show genuine interest.

  5. Practice Conversational Flow:
    Think of the chat as a two-way dialogue rather than an interview. Share a bit about yourself when appropriate, such as your goals or interests, to create a connection. For example:

    • "I'm really interested in [specific area of IB]. How did you develop expertise in that area?"
  6. Diversify Your Questions:
    Repeating the same questions across multiple chats can make you sound rehearsed. Mix it up by asking about different aspects of their role, the firm's culture, or industry trends.

  7. Relax and Be Yourself:
    It's okay to be a bit informal and let your personality shine. Humor or light-hearted comments (when appropriate) can make the conversation more enjoyable for both parties.

By focusing on these strategies, you'll come across as more authentic and engaging, leaving a positive impression during your coffee chats.

Sources: https://www.wallstreetoasis.com/forum/investment-banking/can-i-get-into-investment-banking-from-non-target-school?customgpt=1, Good questions to Ask in Coffee Chats for Investment Banking, https://www.wallstreetoasis.com/forum/consulting/any-advice-on-how-not-to-bomb-a-coffee-chat-amid-covid-19?customgpt=1

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