Phone Call With IBD MD from a BB - How to Impress?
Background: - Freshman - Non-Target - Search Fund PE Internship
I had phone calls with two Associates, an Analyst and a VP at the firm recently. How can I leverage all that information during the phone call?
My goal is to get an interview for the sophomore program offered by the firm.
Thanks!
Why have you had so many calls with members at the firm? It's great to be proactive, but at a certain point it becomes an annoyance. Just making sure you're not e-mailing 10 people at each firm here and getting on the phone asking the same questions to all of them - if they're genuinely trying to help you out and the call came about another way, feel free to ignore this advice.
In terms of what to ask, it's best to show an interest about their firm. Have a casual conversation and try to learn more about their path to banking, what they enjoy most about working there, and try to add in any relevant news topics that you may have come across pertaining to their firm. In general, preferences vary a bit and personally, I would just want to shoot the shit and give you advice. Try not to suck up, and just be friendly.
Will do! Thank you for the advice. I had coffee with an Associate and he connected me to his colleagues at the firm. All the phone calls went well, and every single person asked me to follow up via email to set up a coffee date.
I'll post an update soon.
Just try to have a conservation with the MD. At the end of the day, the MD is just another human being trying to find his/her way through life. If you show up and just rattle off some questions, you're going to leave a bad impression. Maybe the MD is a FIG banker, so you ask how the MD feels about the explosive growth of FinTech and what that space looks like in ten years. Maybe the MD then tells you that he thinks the space is doomed because it is not growing properly. Maybe then you show off your own knowledge by mentioning a WSJ article you read quoting JC Flowers and how JC Flowers said the same thing. The MD is impressed and takes a sip of his coffee. You then use this opportunity to ask what the MD thinks about community banks and how you've read that banks are consolidating.
He's the MD of Oil & Gas. What can I mention in this case?
Appreciate your help!
That's something that you need to figure out :)
Ask him what his views on the O&G market are, ask him how he sees renewables affecting his space, etc. Try to do some reading beforehand so that you aren't asking questions answered by the WSJ and so that you can have an actual conversation.
ask him if he uses unleaded or premium
Tips for BB MD Alum Call - known opening (Originally Posted: 06/10/2017)
Hey guys, so I'm thinking about making the transition back to banking. I have MM boutique internship xp before my FT S&T year. I was able to schedule a call just for advice with an MD at a top BB who is an alum. Just now I realized there is an analyst level opening in his group, and the opening is because another alum just left - I know who he is but we don't really know each other.
Any advice on how to turn the conversation into my interest into this opening and how to approach the overall situation? What to expect from this phone call? I'm out the IB game, I did some searching but was hoping anyone had insight for this specific situation. I didn't even go through FT recruiting for IB.
any help appreciated!
How do I talk to a BB MD on the phone without being a bother? (Originally Posted: 01/21/2015)
I'm new to this whole networking thing. I'm only a first year college student, but I met a BB MD at a non-finance conference. She kept joking about how she wanted to recruit me and some other students in this small group into banking. I emailed her asking brief questions about a nonfinance topic and about how someone like me who has no banking experience should approach getting some experience. She told me to give her a call. Whenever I do, she's busy. And honestly, I get so nervous just calling because I hear people in finance are always super busy and have hectic schedules. When we do get to talking, anything I should keep in mind for not being awkward? I guess you could consider it an informational interview where I'm just want to hear more about her experience.
This should help out.
http://bit.ly/1J9e9Ra
Also, shoot her an email, and ask for a convenient time for her to schedule a call. that way she will likely not be busy.
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