“I recently had a LinkedIn audit call with Arnau as part of my WSO Academy program, and it was one of the most practical and useful sessions I've had so far. I came in thinking my profile was in decent shape. I left with a clear picture of how recruiters and bankers actually see it, and a concrete list of changes that will make it work much harder for me.
Some background: I'm moving from corporate finance into investment banking, corporate banking, and private equity. I have an MBA in Corporate Finance, a PMP, and several years of finance and project management experience. Making that kind of move depends heavily on how you present your story, and LinkedIn is often the first place a recruiter or analyst sees it. That's why this session mattered so much to me.
From the first few minutes, Arnau was well prepared, direct, and focused on what actually moves the needle. He didn't just give generic tips like "add a professional photo." He went through my profile section by section and explained why each piece matters to someone in finance who's quickly scanning candidates. His feedback was honest without being discouraging, which I really appreciated. He pointed out where my profile was underselling my experience and where it wasn't clearly showing that I'm aiming for banking and PE.
What stood out most was how he helped me think about positioning. My background covers corporate finance, project management, hospitality, and real estate, and it can be hard to make that read as one clear story. Arnau helped me connect those experiences to the skills banks look for: financial analysis, modeling, managing budgets and capital, and working with senior stakeholders. He showed me how small changes to my headline, About section, and experience bullets can make that story obvious within seconds.
The session was also very actionable. I didn't leave with vague ideas. I left with a short list of specific edits I can make right away. That matters a lot when you're job hunting and every week counts. He also shared advice on using LinkedIn more actively, such as engaging with the right people and content, so the profile supports my networking instead of just sitting there.
I also want to recognize the overall WSO Academy experience. Between the modeling bootcamp, the company research work, the mentorship, and sessions like this one, the program has given me structure and support during a career transition that can otherwise feel isolating. This call was a good example of what makes WSO different: the people coaching you understand the industry you're trying to break into and give feedback that reflects how hiring really works.
If you're a WSO member and haven't booked a LinkedIn audit yet, I'd strongly recommend it. It's a short time commitment, and the return is significant. Your LinkedIn profile is often your first impression, and having an experienced set of eyes on it is worth it.
Thank you, Arnau, for your time, honesty, and practical guidance. I'm excited to put the changes in place and keep building toward my goal of breaking into investment banking.”
I would like to know this too. I find it hard enough to just message someone after a year or two, even for a casual chat. A lot of my university acquaintance who were senior to me now work in FS and I simply don't know how I can make the first contact again without looking like a gold digger of some sort.
I'll give you some advice, just do it. Seriously, it's not that hard, just mention you talked to them a year ago and are interested in internships. It seems hard but once you send it it will be fine, if they were nice before then they will be again. edit: just realized i didn't answer your whole question, Maybe just say, hey my name is x and talked to you last summer under some circumstances, you mentioned potential internship opportunities and I was wondering if there were still any opportunities as I am interested in them. Or something like that
Hey XXX,
I hope all is well. We spoke a while back about blah finance blah investment banking blah and I wanted to reach out again to inquire about any internship opportunities your firm has this summer.
Tweak to make more/less cheesey as desired.
Don't find it awkward, if they helped you once they will do it again. Honestly, having someone to follow up with long term is by far the best. Say someone gets 20 emails from students over the course of the year- they see yours and know that they have spoken with you 4 months ago. They recognize the name, and it feels much less like you are trying to use them than it might otherwise. The majority of the people that have helped me out during this recruiting season have been people I reached out to last winter/this summer and then followed up with this fall. Moneymogul's template is pretty much spot on. Hope all is well, now looking into internships, wanted to reach back out to them to get any advice on pursuing opportunities. Bang, done.
That is what holidays are for.
Hello XYZ, wanted to wish you a happy new year. I'm currently up to 123 and yourself? Lets catch up I'll be in your area on this date lets grab some coffee.
Sincerely, You
I recently got rejected by a boutique and the HR told me to keep in touch and email her if i need help with other applications etc. While I dont plan on asking her to proof read every cover letter I just want to send her an email reminding her of me and just start this whole communication. One of the interviewers had given me her card at the interview and I emailed her thanking for her time - she never replied back.
So not sure about the etiquette.
In addition to what some of the posters have already said, i've found the following to be effective when used correctly: if your contacts provided with you any advice/recommendations over the summer, when re-connecting it usually helps to briefly touch on the progress and success you've had acting on their advice
Quick! Send that email before New Year, before it is too late!!
thanks for all the replies, very helpful. i'll let you know how it goes.
most of your reluctance is in your own head
Indeed it is...
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