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
 

Deleniti dolor maxime magni autem. Eveniet voluptate soluta fugiat id quibusdam dignissimos.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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

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...”