While working as an analyst, is it appropriate to connect with clients and PE professionals on LinkedIn with who you've had decent interaction? I am open to staying in banking so I am not actively trying to exit, but feel it doesn't hurt to grow my network either. Probably overthinking this, but are there any downsides to this that I may not be considering? Would it reflect poorly on myself or my bank?
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It's a LinkedIn connection; you're not asking them out. I see many bankers commenting on stuff their clients did, so I don't see any problem.
What's their relationship like.
Relationship Status: It's complicated
My practice, which I believe has served me pretty well, is that it’s okay to connect with clients on LinkedIn if you’re regularly emailing them or sending them files. That can be with PE clients as well. That’s definitely okay, no dispute.
So you had one call with a potential buyer for your client. Eh, I probably wouldn’t. I keep tabs on all that, but probably wouldn’t stick out my neck with an invite or an ask.
100% acceptable. LinkedIn is a networking site; if you have actual interaction(s), there is zero reason to be afraid of sending an invite to connect. Don't overthink it… it is in no way viewed to be unprofessional - if that is your concern.
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