Meeting w/ a Managing Director at an Elite Boutique Investment Bank

Hello all,

Background:
I am currently a medical student on a research year post M2, but have come to the conclusion that I will not be completing this degree and plan to go into finance.

My undergraduate degree was from an SEC state school which is obviously a non target with a 3.8 GPA in Biology. MCAT - 511 (85th percentile) and Critical Analysis and Reasoning Skills (subsection of the MCAT) - 129 (94th percentile) not sure if this is relevant. I’m Indian (Asian) M 24.


Meeting and Advise:
I was advised to cold email alumni and others in medicine who work on wallstreet. I was fortunate enough that an MD (medical doctor) who is also an MD (managing director) at an elite boutique investment bank replied to my cold email about advise on a career shift/pivot. We are coordinating time currently for a zoom/phone call.

Questions I have:
1) What should I do to prepare for this meeting??

2) I don’t know how to ask him on how I could interview at his firm or if he could send my resume those in charge of recruiting/hiring. I hear this is more or less how people get hired at most IB firms and most applications through the website never get looked at so a referral like this is how most analyst get hired. How should I go about this without blatantly asking him?

3) Given stats and how well this meeting may go - how likely are my odds of landing an interview with this firm? I understand that this question is vague and depends on many factors but any insight would help ease my anxiety of a career shift.

4) If anyone has questions/tips/pointers that I can ask during my meeting that would help me stand out or get valuable information please let me know. 

Thanks in advance!

1 Comments
 

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