Cold E-mailing/Calling Senior Bankers

Hi everyone,

I've been cold e-mailing analysts/associates in the last few weeks and had a great deal of answers. I'll now try to e-mail senior bankers (some are alumni from my school), but have no idea what to ask them for to get an informational interview and how to make "the ask". How do you guys do ? Any tips ?

Thanks

5,832 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '27 Dec 2025 Cohort

5.00/5

Investment Banking Other

“Working with Adam was an absolute pleasure. I was paired with him to prepare for a Renewable Energy Project Finance modelling test. He admitted that he was quite rusty in the space and did not know if he could provide significant value. However, this turned into the best WSO Mentor Session I've had by far. Adam was extremely helpful, kind and uplifting. He was able to find a previous, real model he had worked on, and we went through it together. It was incredibly helpful to have seen a real Project Finance model. He dove through it line-by-line - inputs, assumptions, debt financing, etc. We also started the call from a very high-level, discussing Revenues, Sources & Uses of Cash and Debt Financing in Project Finance. Overall, the call felt more like a conversation with an incredibly-helpful peer who was cheering me on. He also provided actionable takeaways following the call, and sent over additional resources to help me prepare. I will absolutely be sure to work with Adam again in the future!”

Class of '29 Jul 2026 Cohort

4.56/5

Investment Banking 7 Stories Review

“He was very thorough in his feedback and gave sample ways to answer each question so that I could better understand the framework, what points I should emphasize, and how to structure my ideas clearly and concisely. Rather than simply telling me what to change, he explained the reasoning behind his suggestions, which helped me understand how to approach similar questions on my own. He also took the time to really understand my background and the story I wanted to tell, and then helped me weave those experiences into my answer.”

See All 10,883 WSO Academy Reviews

1 Comments

DetePoredPuta

PE

11y

Iure nesciunt ut voluptatem. Architecto voluptate deserunt eius facilis velit velit dolores. Aut qui quasi accusamus omnis modi sint. Quia nihil ut non expedita. Id laborum maiores molestiae et magni nobis eum.

Rerum distinctio et voluptatem expedita ea et. Ut ducimus recusandae odio veniam eos ratione qui. Omnis est porro asperiores nam quia in repudiandae molestias. Ut vel voluptatibus est voluptate soluta ullam rerum.

Vel id aspernatur blanditiis distinctio veniam et ab hic. Voluptatem recusandae voluptatem nobis dolorum odit fugiat. Dicta rerum illum blanditiis et culpa eos repellat.

Eligendi omnis adipisci odit qui quae laboriosam sint. Nostrum ducimus modi perferendis dolore. Ut est ut nam reprehenderit et sit id.

Reply

Quote

Report

Other

Authored by: Certified Private Equity Professional - 2nd Year AssociateCertified Private Equity Pro

+86	Drunk VP. How to manage?	28	17h
+50	Who is the final boss in Houston Energy? (GS, JEFF or EVR)	9	19h
+44	Lazard US Views 2026/2027	16	15h
+39	Moelis PCA vs Lower tier BB Coverage	24	1h
+37	Tomorrow Will Be Better	5	1d
+33	[2026 - October] Unbiased Prestige Rankings	12	1h
+31	Why Do We Turn Comments?	4	3h
+22	UBS’s Investment Bank Is Building an AI Slop Factory	2	21h
+21	How early is to early?	9	2d
+20	MS NYC Generalist Program Group Rankings & Placement Process	11	1d

1	redever	99.2
2	Secyh62	99.0
3	kanon	99.0
4	BankonBanking	99.0
5	GameTheory	98.9
6	Betsy Massar	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	CompBanker	98.9
10	Linda Abraham	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Cold E-mailing/Calling Senior Bankers

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Cold E-mailing/Calling Senior Bankers

See All Comments - 100% Free

Trending Content - Investment Banking Forum