HELP NEEDED Sent Wrong NDA

Started on the desk about three months ago and things have been going well so far. I’ve received positive feedback and haven’t had any major fuck ups.

About a week ago, I was mass-sending NDAs for a live process and accidentally sent NDA A to Investor B. I realized the mistake immediately, hit recall, and told the analyst sitting next to me what happened. He said the recall should be fine and to just resend the correct NDA, which I did right away.

A few days later, I was reviewing my email activity and saw that the recall only succeeded internally (i.e., within the firm) and not for the external recipient.

What’s the right move here?
Should I flag this internally now, or let it go since the correct NDA was sent immediately and things moved on since then.
And how bad is this in the grand scheme of things? Appreciate any advice

5 Comments
 

For reference there is no associate or VP working with me on this. So would have had to flag to MD directly. How would you approach it now?

 
Most Helpful

Vel voluptas dolorem excepturi debitis iure sunt quos. Fuga dignissimos consequatur neque libero dolore rerum ut impedit. Magni exercitationem repellat neque non. Inventore aliquam eveniet nam error.

Iusto blanditiis qui accusantium voluptas accusamus. Qui aliquam pariatur quia. Quos quisquam praesentium impedit in voluptatem nobis. Ab neque dolor qui consequatur incidunt vero eum ullam.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”