question regarding chat referral etiquette
hit it off well with an analyst on a lev fin team at a larger asset manager. after chat they emailed me with two contacts from their team they'd recommend to reach out to (associate and principal)
maybe i'm overthinking but idk if the vibes are "reach out to these guys to learn more" or "i'd vouch for you to reach out to them"
is it appropriate to mention in my outreach email that the analyst recommended i reach out to them?
Absolutely, it's appropriate to mention that the analyst recommended you reach out to them. Based on the most helpful WSO content, leveraging a mutual connection in your outreach can significantly increase your chances of getting a response. Here's how you can approach it:
Mention the Analyst's Recommendation: Start your email by referencing the analyst who suggested you connect. This provides context and establishes credibility. For example:
"Hi Name, I recently had a great conversation with [Analyst's Name] from your team, and they highly recommended I reach out to you to learn more about [specific topic, team, or role]."
Keep It Professional and Purposeful: Make it clear why you're reaching out. Whether it's to gain insights about their role, the team, or the industry, ensure your email is concise and respectful of their time.
Avoid Overthinking the "Vouching" Aspect: The fact that the analyst provided their contacts is already a positive signal. Focus on building rapport with the associate and principal rather than worrying about the level of endorsement.
Express Gratitude: Acknowledge the analyst's help in connecting you. This shows professionalism and appreciation.
By mentioning the analyst's recommendation, you're not only showing initiative but also leveraging the implied trust and connection. Just ensure your tone is polite and your intent is clear.
Sources: Should I get straight to the point in my cold email?, 10 Friendly Reminders While Networking for SA Programs (from a BB Analyst Perspective), Cold Call Email Mistake Made - Sharing Response (Advice) Received, Rock Bottom but ain't giving up
You’re overthinking a bit, this is a very positive signal.
If the analyst shared specific contacts, it’s almost always meant as: “I’m vouching for you, feel free to reach out and mention me.” Not just generic “learn more” networking.
And yes, you should definitely mention them in your outreach. It immediately gives you credibility and context.
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