so confused about 28 SA timeline

hi everyone — im a class of 2029 student at a target planning to recruit for summer 2028 ib internships and im a little confused on the timeline

is it basically:

- prepare technicals and behaviorals now
- start networking in august/september 2026
- submit applications as soon as they start opening early 2027

im mainly confused about the networking part:
- when should i actually start reaching out? is august/september too early, on time, or late?
- should i mostly reach out to analysts or also associates/vps?
- whats the whole deal with the on-campus coffee chatting/recruiting team?
- after a coffee chat, how often should i follow up?
- when applications open, do i email everyone ive spoken to and let them know i applied?
- are referrals something you ask for or do people usually offer?

also am i missing anything else besides networking and technical/behavioral prep?

would really appreciate any advice from people who have gone through recruiting recently. im beyond confused by the whole timeline and am wondering if im missing anything especially critical. thank you!

27 Comments
 
Most Helpful
  1. I wouldn't start reaching out quite yet, maybe wait until mid-late August. Generally it's good practice to wait even longer but given the earlier timelines this year, I think August is reasonable.
  2. Mostly analysts and associates. VPs are usually fine too but would do that much more sparingly.
  3. On-campus coffee chats are more formal and are organized by the bank itself. Generally, depending on the school and amount of interest and time slots, you have to apply for a slot in advance. These are really useful as the banks tend to track engagement from these official events and they often help your resume rise towards the top of the pile when interviews start going out. These vary a lot from bank to bank and school to school, but would generally suggest going into these prepared for it to feel more like a pre-interview. Probably won't get anything crazy technical but I remember a lot of these feeling much more structured and less conversational than a normal coffee chat. Nothing to stress out over but would 100% bring your resume, learn about the firm and recent deals, and brush up on some basic interview practices in advance.
  4. You should send a thank you email within a few hours of the coffee chat, just with a brief note and mentioning a few specific things that were helpful ("Your story about transitioning to banking from consulting was helpful because of...."). After that, would only follow up as needed. Don't want to be pushy and most of these people get tons of networking emails each cycle, so no need to be a nuisance. That being said, if you connected with someone really well, they offered to chat again, offered a referral, etc., it's fine to reach back out. Just would be mindful of not overdoing it and no need to request a call every time. Some things are easier answered over an email.
  5. Similar answer to 4. Would certainly not email everyone you've spoken to. Maybe pick two or three people that you had a good convo with and seemed eager to help you out. Emailing too many people is going to make you seem like you're doing too much. Email can also be super simple: "I hope you're doing well. Just wanted to check in as I just applied for the 2028 Summer Analyst role. As I begin to prepare for a prospective interview, I wanted to see if you had time to help me hone in my preparation." Makes it seem like you aren't just begging for a referral and also gives you a chance for some useful prep.
  6. It's a mix and you'll get differing replies to this. I personally would steer away from asking for a referral the first time you speak to them. Sometimes people will offer them on their own, but it's not super common. I'd wait until a second or third call with someone that you have good rapport with if you're going to ask directly. Comes off less transactional IMO. But, like I said, some people will feel differently about this.
  7. Would recommend looking at some case studies. Lots of banks are adding these to their superdays and they're hard to be ready for if you've never seen them. SA case studies are generally pretty high level but still worth familiarizing yourself with in advance. Also ask around peers that have interviewed at the same banks in years past. You'd be shocked to learn how many questions are reused year over year. 
 

Recruited for ‘27, honestly would start interview prep now, might as well start and not push it off since you will have to do it eventually. Networking doesn’t start until early October I would say, but that’s something you can feel out based on what everyone else is doing.

 
  1. IMO, and most people at my school do this (State Target school), is wait until September. If you are at a school with few connections at the location you want, then start now because those people will get bombarded (if they haven't already) with emails from kids who go to the school they did, and they are more likely to only answer those kids. 
  2. To me, reach out to personal connections first (family/friends/etc), then any smaller orgs/ones you're most involved in, then other larger orgs you are in, then your college/HS alumni. Focus on analysts, associates not as much, but if you have any tie (what I said above, then it's ok). VP/MDs should only be from connections and not just cold email
  3. They will do on-campus networking/info sessions. Go to them, talk to the people afterwards, and connect/say something uniqueish that they remember. Then email them the next day about getting coffee (if still in town) or in general just connecting (I'd just try to connect "again", if they are in town and want to... then they will offer up getting coffee.
  4. Follow up a couple of hours after calls/coffee chats. I normally did like 2 hours or so, but it depends on the time of the day (if it is late at night or something like that), do it the next morning (schedule send it). These follow-up "thank you" emails are how you get a referral to someone else and how you create a big chain. 
  5. When apps open, and you submit, only email/text the closest person you have to each bank. Ie. Emailed a guy who was in my fraternity that I applied to; other places, I would just choose who I'm most connected with. These emails are more of just like a reminder. 
  6. Referrals are kinds of both. Good calls could have a referral or not. They might not always give one, even if it's an amazing call. Otherself and I around me phrased it as like "if there is anyone else you recommend that I meet to further learn more abt xyz bank, that would be greatly appreciated" something along those lines. 

Other General Advice

  • Schedule send emails (don't put it at a generic time, put it like 7:34 am.. 11:52 amm)-sounds stupid, but everyone older has said it just looks better and some people will notice like oh they schedule sent it.
  • Weird thing, this happened only at a couple of places/heard of it from my buddies. People sometimes would get asked techs on calls (super rare and random). I never got asked, but might come up once. Also be prepared to answer the basic why IB? or why this location? or why this bank? ALSO always when they ask "how are you doing" dont just say good. Say good..... and give more. Then you'll do a TMAY somwhere near the beginning. I've had many calls where we just have a convo the whole time and don't talk about the bank or banking or anything like that once and I don't really have time to say my TMAY. depends on you and the other person tbh (some people suck talking to). 
  • Realize that if people don't get back to you from a normal email, or thank you email, or just keep rescheduling your call (this happens so much), IT IS OK. Just be patient and as available as possible.
  • Make a networking tracker... super helpful to track your calls/connections/emails sent out and everything
  • Reach out to anyone you're close with at your school/friends about general advice, because y'all might be different recruiting specifically (girl/guy/target school or not/location/pre-programs/etc)
  • Take a deep breath, IB networking sucks and is stressful, but it's ok
  • If your school has a large IB/high finance program, try to join it...helpful for connections/learning/meeting other people twhoare the in the same boat as you
  • You will also get a feel for Boutique vs Buldge from these calls and info sessions. (I really liked the exits of boutique and how they help you move on/connect you to other firms and less of being a number/leaner deal teams), A lot of my friends went and are at Buldge, so both ways are amazing. 

I just went through the process last year, and I only recruited for NYC

 

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