Lateral Networking Emails
What’s the best way to start networking for a lateral in terms of the email. How do you cold email without being too obvious you’re trying to leave (given it’ll be obvious enough anyways).
Trending Content - Investment Banking Forum
| +192 | UBS Accused of Favoring H-1B Workers While Cutting U.S.-Born Employees | 50 | 3h |
| +96 | IB Energy Drink Tier List / Ranking | 67 | 12m |
| +82 | PJT M&A Group Selection 2026 | 13 | 1d |
| +70 | ONLY THESE BANKS OR YOU STRUCK OUT | 27 | 3h |
| +34 | Feedback for internship first desk at IBD BB - personal fit, "don't be too confident" | 23 | 1d |
| +28 | Does BofA still pay its associates rat pellets? | 14 | 18h |
| +21 | Stay at Weak Dealflow Team or Lateral? | 3 | 6h |
| +21 | Firm Thinks I'm Lying About Offer | 5 | 46m |
| +19 | Updated JPM Group Rankings | 30 | 19h |
| +19 | VP Deal Origination Credit | 2 | 1d |
Career Resources
Just keep it to a succinct intro and attach your resume. We’re all playing the same game
Should you mention wanting to lateral or just like a intro/catch up call?
Just mention youd like an intro chat to learn more about their group - coming from someone who lateraled from a no name boutique to a solid MM coverage group last summer
Following
Personally been hinting at the lateral in cold emails and it's yielded positive results. Depends on the person you're hitting up though I'm sure
are you tapping into existing network or cold emailing to analysts/associates from similar backgrounds?
Mostly cold emails. People I'm already cool with I just tell them straight up that I'm lookin to make a switch and they hook it up
What do you put in the subject line?
for lateral resumes are you guys putting Education under Work Experience?
also do yall have a section for Selected Transaction Experience?
bump - should you include why you wanna lateral into their group?
i'm planning on just saying i wanna lateral since i'm reaching out to groups with job postings online
I approached cold emails in two ways:
Analyst/Associates will give good feedback on the current state of the culture you will be working in. In my recent experience, Associates (2s) through VPs handle the recruiting efforts. VP through MD can get you put in the recruiting mix immediately. Caveat: I have a lengthy industry experience and related work experience, so not the average candidate.
Quick question, when you say related exp do you mean 1) IB exp or 2) some similar enough role (PE/Corp Dev/Corp Fin)?
how do you end the networking calls - do you ask to be put into the interview process or ask that person to refer someone else for me to speak to?
One thing that worked for me was reaching out to associates that lateraled to the bank as well as a point of first contact. They went thru the exact same process i was trying to get into and were more willing to help.
how do you end the networking calls - do you ask to be put into the interview process or ask that person to refer someone else for me to speak to?
Non voluptatibus soluta harum nihil eius magni corporis fuga. Suscipit reprehenderit magnam omnis ducimus nam. A modi rem eos aut consequatur autem. Consectetur ipsam impedit quis voluptate. Et minus assumenda optio repellat rerum.
Error libero magni consequatur accusantium est repellat. Aut illum sed est qui quaerat. Dolore sit voluptatem dolores quo.
Est cumque eveniet dicta ut aliquid. Sapiente nam eum ut. Vel perferendis et suscipit voluptas et et.
Cum inventore quibusdam pariatur ratione magni. Ea iste itaque aut voluptatem et qui. Accusamus enim magnam qui beatae repellendus temporibus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...