Following up with VPs, MDs?

We had an info session with a BB at our school yesterday and I wanted to know how y'all go about following up and staying in touch with higher-level folks that y'all talked to. Usually, with analysts and associates, it's pretty easy as I just ask them to get on a call or I ask them if they can connect me with someone else to talk to (if I feel like I had established a sufficient connection through talking to them the first time in the info session/coffee chat). I had a good conversation with a VP yesterday and wasn't sure if it's appropriate to ask him to get on a call with me or connect me to another person. How should I go about this and what should I include in my email to him?

4 Comments
 
Most Helpful

You should shoot them an email to at least thank them. If they came to your school and you actually talked to them, remind them who you were. I’d personally tell them that I’m super interested in their bank and would love to hear more about the work they do, then ask if they have time for a 10-15 minute phone call with specific availability. Keep the email short and concise (5 sentences or less, 3 sentences or less if you really could. You just want it to be short) and show gratitude. To me, if you’ve already met them, there’s nothing wrong with reaching out. The problem with them being an MD or a VP, however, is that you better have SOLID questions for them so you don’t waste their time. A good way to do this is to make it more personal (e.g. “what skills did you feel were necessary at each step to get where you are today?”), and make sure the questions aren’t something that can be easily answered by a junior/senior/analyst/associate (e.g. “why JP Morgan/RBC/Guggenheim?”)

 

I'll echo what @AnonCoug" said. Don't waste their time and be straight to the point but don't be a robot. You want to make a personal connection. Make sure you're not being overbearing because that can be very off-putting. The goal is to stay relevant enough that they remember you when your name comes up but not so much to the point where the VP/MD gets annoyed.

 

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